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Document Due Dates

Learn how to set specific, relative, and recurring deadlines for documents and learning paths to keep your team aligned and compliant.

Elle avatar
Written by Elle
Updated over 2 weeks ago

Due dates 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 ensure that 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 due date on a document:

  1. Open the document settings.

  2. Toggle the due date setting on.

  3. Select Specific Date.

  4. 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 due date on a document:

  1. Open the document settings.

  2. Toggle the due date setting on.

  3. Select Relative Date.

  4. 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

Perfect for policies and documents that require periodic review, recurring deadlines automatically reset without manual intervention. This ensures ongoing compliance training and policy acknowledgments happen consistently.

To set up recurring deadlines:

  1. Set either a specific or relative deadline first

  2. Toggle the Recurring setting on

  3. 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 administrative burden of manually resetting important training while ensuring your team stays 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:

  1. Open the learning path settings.

  2. Toggle Enable Deadline on.

  3. 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 Due Dates

  • Clear Expectations: Team members know exactly what's expected and when

  • Automated Compliance: Recurring deadlines ensure ongoing training happens 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

  • Reduced Administrative Work: Recurring settings eliminate the need for manual deadline resets

Due dates bring clarity to your training and onboarding process - so your team always knows what’s expected and when. Have questions? Our customer success team is ready to support you 😊

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