How to set an element due date

In Collect, you can now assign individual due dates to specific elements within a request—such as documents, forms, or tasks. This gives you more control over how and when different parts of a request are completed by your clients.

Why use element due dates?

Setting a due date per element is useful when:

• Different parts of a request need to be completed at different times
• You want to highlight time-sensitive steps to clients
• You're building more flexible or phased workflows

How to add a due date to an element

Step-by-step:

• While editing a campaign, go to the element you want to update.
• Click the Settings button (top right of the element block).

• In the settings panel, find and click the Due date option.

/

You will now see multiple due date types to choose from:

• No due date (default)
• Relative to sending date – e.g., “3 days after request sent”
• Relative to request due date – e.g., “2 days before request due date”
• Fixed date – set a specific calendar date

Choose the one that best fits your workflow and save the changes.

What your client sees

Once the request is live:

• The element due date will appear next to each relevant item on the portal.
• The color of the due date indicator changes depending on its status: On time, upcoming or overdue (visually highlighted for urgency)

Editing due dates after sending

After a request is created, you can still adjust the due date of an individual element in the request details view. This gives you flexibility in case plans or timelines change.

Updated on: 27/06/2025