Whether it's onboarding content for your new starters or compliance training for your departments, setting deadlines using Document Due Dates can be incredibly useful in a variety of ways.
In this article, we'll walk you through everything you need to know about setting due dates and deadlines in Waybook.
Specific Dates
Specific Dates are particularly useful for compliance training where there is a set date your team must complete the training, or when preparing to move to a new tool within your organization by a specific date.
To set a due date on a document for a specific date, follow these steps:
Open the settings for the Document.
Toggle the due date setting on.
Select Specific Date.
Set a fixed due date using the calendar.
And that’s it! Your document now has a specific due date. 🎯
Relative Dates
Relative Dates are incredibly helpful when onboarding new team members, setting expectations for when they should review and complete Documents to prepare for their role within your business.
To set a relative due date on a Document, follow these steps:
Open the settings for the Document.
Toggle the due date setting on.
Select Relative Date.
Set how many days, months, or years your team members should have to complete the document once they have access to it.
We'll save these changes automatically, and Documents with due dates will direct your team to this content in the Start Here widget on their dashboard. 🚀
Setting Learning Path Deadlines
Learning Path Deadlines allow you to set the cadence for a learning path, ensuring key documents and tasks are completed within a set number of days, months, or years, relative to when someone gets access to the Learning Path.
To set a deadline for a Learning Path, follow these steps:
Open the settings for the Learning Path.
Toggle the Enable Deadline setting on.
Set how many days, months, or years your team members should have to complete each step of the Learning Path once they have access to it.
These deadlines help keep your team on track and ensure they progress through their learning and development in a timely manner.
Setting due dates and deadlines helps ensure that everyone stays on track and that important training and onboarding materials are completed in a timely manner. If you need any assistance or have questions, our Waybook customer success team is always here to help! 😊