Smart Due Dates are a way to set up your Opportunity task due dates based on a set number of days/weeks/months before or after a specific date (or on a specific date) you can enter in the Opportunity using the Command App (e.g. 5 days before the Home Inspection date, or 2 weeks after the Closed Date).
- This article is written for tasks that have already been populated, but you can set up Smart Due Dates when creating your task list template and customizing your Opportunity Pipelines.
To add a Smart Due Date to an Opportunity Task using the Command App:
1. Find the Opportunity you want to add a Smart Due Date to a task for, tap the Checklist button, , then tap the Ellipses icon,
, and select Edit.
2. In the Due Date Type field, select either On Smart Due Date, or Before/After Smart Due Date, depending on when you want the task to be due.
3A. If you selected On Smart Due Date, all you need to do is select the Opportunity Key Date you want to make the due date based off of.
3B. If you selected Before/After Smart Due Date, you first need to select the days/weeks/months interval, whether that interval will apply before or after, and select the Opportunity Key Date you want to make the due date based off of.
4. Once you are ready, click Save, at the top right of the screen.