Visma Advisor
Set due date for checkpoints
You can set a due date for each checkpoint and checkpoint period for your tasks. The easiest way to do this is via the customer list.
- Click on Customers in the main menu.
- Click on the customer that you want to set checkpoint due dates for.
- Click on the Tasks tab.
If there are no tasks shown, you first need to add the task. See Connect task to customer for more information.
- Click on the Cogwheel to the far right and click the task you want to set checkpoint due dates for.
One, twelve or 52 checkpoint periods are shown in the list, depending on the task period you have selected (year, month or week). Select the alternative relevant to you:
Yearly task
- Add a Due date for the checkpoint.
- Click Save.
Monthly task
- Add due dates for the active months that you want to use due dates for.
- Click Save.
Weekly task
If you do not want to have all 52 weeks activated, you can set an interval for the active periods of the checkpoint as well as the checkpoint’s due dates.
- Select First active week and enter Frequency.
- By selecting Day for Due date, you set a due date for each active period and make sure that the Due date always occurs on a the same day of the week.
- Click on Update to refresh the list.
- Click on Save when you are finished setting up active periods and due dates.
You can also add due dates via the Checklists menu.
Related topics
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Set due date on a checkpoint for several customers at the same time |
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Reuse due dates and inactive periods on checkpoints |
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Mark your tasks/checkpoints as completed |
