Setting Deadlines for Stages and Tasks

Chris Quiroz -

Looking to have your applicants complete their tasks by a certain date and prevent them from submitting after the set time? Our Deadlines feature will allow you to apply these limits to your application tasks as well as any other user tasks such as rankings or recommendations as well as to Stages on your site. How Deadlines work within FluidReview is that they require users to complete tasks and stages by certain dates so your process can stay on schedule. Once a deadline for a task passes, users can no longer access or edit the task. When a deadline for a stage passes, users can't access that stage or tasks within that stage.

Setting Deadlines for Stages:

Stage deadlines prevent applicants, recommenders or reviewers from accessing a stage and all the tasks in that stage after the deadline has passed.

You can apply a deadline to a stage with the following steps:

  1. Select Edit your Site in the main navigation menu on the left hand side of the page.
  2. Click on the option Workflow designer.
  3. Select the Edit button next to the stage you want to set a deadline for on the right hand side of the page.
  4. Click on the Options tab.
  5. Check the box Set a deadline.
  6. Select a deadline date you wish to apply to the stage itself. Please note that deadlines can’t take place in the past.
  7. Enter in a deadline time using the 12-hour clock format.
  8. Select a timezone you wish to have the time to be under. FluidReview will display your site’s timezone by default.
  9. Optional: Enter a grace period (in hours). Grace periods allow users to access or edit a stage after the deadline has passed. This grace period will not be displayed to the users. Please note that the value can only be a whole number and the grace period cannot be placed with a decimal such as 1.5.
  10. You can now Click Save Stage to confirm your changes.

Setting Deadlines for Tasks:

Set deadlines for user and workflow tasks. Once a deadline passes, users can’t access the task.

To create a task deadline:

  1. Select Edit your Site in the main navigation menu on the left hand side of the page.
  2. Click on the option Workflow designer.
  3. Click on a task within a stage.
  4. Select the Behavior tab.
  5. Check the box Set a deadline.
  6. Select a deadline date you wish to apply to the task itself. Deadlines can’t take place in the past.
  7. Enter in a deadline time using the 12-hour clock format.
  8. Select a timezone you wish to have the time to be under. FluidReview will display your site’s timezone by default.
  9. Optional: Enter a grace period (in hours). Grace periods allow users to access or edit a stage after the deadline has passed. This grace period will not be displayed to the users. Please note that the value can only be a whole number and the grace period cannot be placed with a decimal such as 1.5.
  10. Click Save Stage to apply the changes to the task.

In order to set deadlines for user tasks, select the User tasks tab in the top left corner of the Workflow Designer Page.

Please note that not all tasks can have a deadline. See the list below for details on which tasks can have deadlines.

These are the following tasks you can set deadlines to:

  • Upload a video
  • Fill out a form
  • Upload a document or image
  • Get a recommendation
  • Make a payment
  • Upload portfolio
  • Submit application
  • Get voted for
  • 501(c)(3)
  • Rank submissions via ranking form
  • Ordinally rank submissions
  • Upload a recommendation
  • Fill out a recommendation form
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