Articles on: Collect Features Guide

How to change a due date

In Collect, you can assign or modify the due date for a request at three different stages:
During campaign setup
While sending the request
After the request has been sent

Here’s how each option works:

1. Set the due date during campaign creation



When creating a campaign, you’ll define the due date in the Follow-up step (step 2).
By default, the due date is set to 7 days after the request is sent
You can choose a specific date by selecting it from the calendar
Or, you can choose "No due date" if you don’t want to enforce a deadline

This sets the default due date for all requests sent using this campaign.


2. Change the due date while sending a request



You can adjust the due date right before sending a request.

Here’s how:

Click Send request
Select your campaign
In the request setup panel, locate the Due date section
Click Change to open the calendar picker

From here:
Select your preferred due date and click Change due date
Or click No due date (bottom-left of the popup) if you want to remove the deadline

This allows you to override the campaign’s default due date for this specific request.



3. Modify the due date after a request has been sent



If a request is already live, you can still update its due date using one of two methods:

a) From the campaign view list



Go to the campaign dashboard
Select the checkbox next to the request
Click the Change due date icon (alarm clock) in the top menu
Choose the new date in the popup calendar
Click Change due date to confirm

You can also choose No due date if needed.



b) From the request detail view



Open the specific request
Click Actions (top right)
Select Change due date from the dropdown
Choose your new date from the calendar
Click Change due date to apply the update

You can also click on the due date directly.



Updating the due date helps keep your clients on track — while giving you the flexibility to adjust deadlines as needed.

Updated on: 02/04/2025

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