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Due Date Field

Visually track and manage due dates

Emma Montgomery avatar
Written by Emma Montgomery
Updated over a week ago

Plan Availability

All plan types

Permissions

Workspace Admins, Solution Creators and Solution Managers: Can create, modify, delete, and manage Due Date fields in their solutions.

Related Reading


The Due Date field is designed to help you manage deadlines effectively. It tracks the time until work is due, how overdue it is, and when tasks are completed. It must be linked to a Status field in a table to function properly.

Key Features of Due Date Fields

  • Tracks days until due, overdue periods, and completion timelines.

  • Functions like a Date Range field, with Start and End Dates.

  • Displays status as a single value or separates Start and End Dates like individual fields.


Adding a Due Date Field

From Grid View

  1. Open the table in Grid View.

  2. Click on Add Field (+ sign) and select Due Date.

  3. Link it to an existing Status field (required).

From Record View

  1. Open a record.

  2. Click Add Field (+ sign) and choose Due Date.

  3. Link it to a Status field.

Connecting Status Fields

  • Every Due Date must be linked to a Status field. Ensure that a Status field exists before creating the Due Date field.

  • If no Status field is available, SmartSuite will prompt you with an error message to create one.


Customizing the Due Date Field

The Due Date field offers several configurable options:

1. Name

  • Default: "Due Date."

  • Can be renamed in the header section.

  • Ensure it is unique within the table.

2. Display Format

Choose how dates are displayed:

Format

Example

Compact

01/16/2025

Standard

Jan 16, 2025

Long

Thu, Jan 16, 2025, 9:00 AM


Notes:

  • Time values are optional.

  • Formats vary by locale.

3. Linked Status Field

  • Connects to a Status field to track task completion.

  • Displays completion status (e.g., "Done," "Closed") with color coding.

4. Require an Entry

  • Ensures users provide a due date before saving records.


Working with Due Dates

Using Start and End Dates

  • Each Due Date field includes both Start and End Dates.

  • Simplifies workflows and project plans by reducing the need for additional fields.

Adding Time to Dates

  • Optionally, specify precise times for Start and End Dates.

Single-Value Due Dates

  • If only an End Date is needed, leave the Start Date blank.

  • Inline edits populate the End Date by default.


Due Dates and Completion Status

Status Indicators

The Due Date field tracks completion based on linked Status fields:

Status

Indicator

Far ahead

Smiley face

Approaching

Orange counter showing days left

Overdue

Red counter showing days overdue

Completed on time

Green checkmark

Completed late

Green checkmark with a red dot

Multiple Complete Status Values

  • Supports multiple statuses (e.g., "Won" and "Lost").

  • Useful for automations and calculated fields.


Displaying Start and End Dates

  • Add the field to views to display Start and End Dates separately or as a combined "rollup."

  • To display Start and End Dates:

    1. Click the plus sign next to the Due Date field.

    2. Select "Start Date" and "End Date" individually.


Due Dates and My Work

When a Due Date field is linked to a Status field that is also linked to an Assigned To field, the record will be displayed as a task in My Work.

When connected in this way, the Due Date will be used to place My Work tasks into a list of open assignments, which are grouped by their Due Date. When you change the Due Date in My Work, it will automatically update its value in the record.


Using Due Dates in Views

  • Use criteria like "Is overdue" or "Is not overdue" for filtering.

  • Highlight overdue tasks for quick identification.

Calendar and Timeline Views

  • Due Date can be used in Calendar and Timeline views.

  • Drag and resize tasks to adjust due dates visually.

Checklist Field

  • Due Dates can also be assigned in the Checklist field

  • Assign Due Dates to individual checklist items.


Practical Scenarios and Use Cases

Departmental Collaboration

Scenario: The Marketing team manages campaign deadlines.

Solution: Use Due Dates linked to a "Campaign Status" field to monitor task progress.

Project-Specific Deadlines

Scenario: A product launch requires precise task tracking.

Solution: Add Due Dates to tasks and link them to "Launch Progress" statuses.

Workflow Optimization

Scenario: A construction project needs Start and End Dates for each phase.

Solution: Configure Due Date fields to track timelines and completion states.

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