Why Due Dates Matter
Without clear deadlines, it can be difficult for team members to know which tasks to prioritize. Important training or compliance documents may be overlooked, leading to delays in onboarding and gaps in knowledge. Setting due dates ensures that everyone stays on track and meets expectations, creating a more organized and efficient workflow.
Whether it’s onboarding for new hires or compliance training for your departments, due dates help keep your team accountable. However, deadlines only apply to members who have Require Completion enabled for the document or learning path.
Specific Dates
Specific Dates are useful for compliance training or when your team must complete training by a fixed deadline, such as before adopting a new tool.
To set a specific due date on a document:
Open the settings for the Document.
Toggle the due date setting on.
Select Specific Date.
Use the calendar to set a fixed due date.
That’s it! Now, any members with Require Completion enabled will see this deadline. 🎯
Relative Dates
Relative Dates help onboard new team members by setting clear expectations for when they should complete key documents.
To set a relative due date on a Document:
Open the settings for the Document.
Toggle the due date setting on.
Select Relative Date.
Set the number of days, months, or years a team member has to complete the document once they have access.
These deadlines only apply to members with Require Completion enabled. Documents with due dates will appear in the Start Here widget on their dashboard. 🚀
Setting Learning Path Deadlines
Learning Path Deadlines help structure training by ensuring that key documents and tasks are completed within a set timeframe.
To set a deadline for a Learning Path:
Open the settings for the Learning Path.
Toggle the Enable Deadline setting on.
Set the number of days, months, or years a team member has to complete each step of the Learning Path after gaining access.
Again, these deadlines only apply to members with Require Completion enabled, keeping them on track with structured learning progress.
Setting due dates and deadlines ensures that essential training and onboarding materials are completed on time. If you have any questions, our Waybook customer success team is happy to help! 😊