Deadlines help your team stay aligned, accountable, and confident in what to focus on next. When expectations are clear, important training and compliance tasks are completed on time - streamlining onboarding, closing knowledge gaps, and supporting team performance.
Whether you're onboarding new hires or managing compliance training, due dates make sure nothing slips through the cracks.
Deadlines only apply to team members who have Require Completion enabled for the document or learning path.
Using Specific Dates
Use Specific Dates when training must be completed by a fixed deadline - like before launching a new tool or meeting a compliance requirement.
To set a specific deadline on a document:
Open the document settings.
Toggle the deadline setting on.
Select Specific Date.
Choose a date from the calendar.
Once set, team members with Require Completion enabled will see this deadline clearly reflected in their dashboard.
Using Relative Dates
Relative Dates are ideal for onboarding, helping new team members know exactly when they're expected to complete key content - based on when they gain access.
To set a relative deadline on a document:
Open the document settings.
Toggle the deadline setting on.
Select Relative Date.
Set the number of days, weeks, or months the user has to complete it after access.
These deadlines apply only to members with Require Completion enabled. Due dates also appear in the Start Here widget to guide progress.
Recurring Deadlines
This feature is available to all Waybook Pro teams
Perfect for policies and documents that require periodic review, recurring deadlines automatically reset without manual intervention. This keeps ongoing compliance training and policy acknowledgments happening consistently.
To set up recurring deadlines:
Set either a specific or relative deadline first.
Toggle the Recurring setting on.
Configure your recurring schedule:
Recurring period - how often the deadline repeats (e.g., every year)
Reset date - when the countdown begins (e.g., one month before the upcoming deadline)
Grace period - how long someone can have completed the document before it recurs and their progress resets
Common use cases for recurring deadlines:
Annual compliance training
Policy acknowledgments
Safety certifications
Regular skills assessments
Periodic procedure reviews
Recurring deadlines remove the admin burden of manually resetting important training, while keeping your team current with essential knowledge and compliance requirements.
Learning Path Deadlines
Keep structured learning on pace by setting deadlines for each stage of a learning path.
To set a deadline for a Learning Path:
Open the learning path settings.
Toggle Enable Deadline on.
Choose the time frame (days, weeks, or months) to complete each step after access.
As with documents, these apply to members with Require Completion enabled - helping your team move through training consistently and confidently.
Benefits of Using Deadlines
Clear expectations: team members know exactly what's expected and when
Automated compliance: recurring deadlines keep ongoing training on track without manual oversight
Improved accountability: visible deadlines keep important tasks from being forgotten
Streamlined onboarding: relative dates guide new hires through essential content at the right pace
Less admin: recurring settings remove the need for manual deadline resets
Questions about setting up deadlines? Our support team is here to help!