Deadlines play a key role in organizing your workflows. Here is how to set static and dynamic deadlines in Businessmap!
1. How to Set a Deadline?
To set up a deadline, open the card, go to the Deadline field of the card, and select a date, using the date picker, click on Update card to save your changes.
2. How to Configure a Dynamic Deadline (calculated card deadline)?
Calculated card deadline allows you to automatically populate values for the deadline field with the help of multiple functions/formulas.
To do so, navigate to the Board policies menu (1) on the right sidebar of your board and go to Field Formulas (2):
Selecting the pencil icon next to the Card deadline field would open a window for the Calculated deadline configuration. To add a dynamic size field/function, type the “@” symbol. The functions available when building a calculated deadline field are the following:
-
MAKE_DATE - allows you to build your custom date based on the following parameters: (year, month, day, hour, minute, second, timezone);
Example timezone - ‘Europe/London’ - MAX - returns the latest date in a set of dates.
- MIN - returns the earliest data in a set of dates.
- IF_EMPTY - returns “date” if the date is not empty. Otherwise, it will return the “fallback_date”.
We can group the rest of the functions into the following categories:
- ADD - These functions return a specific date/time expression with a given number of:
1. ADD_DAYS - Days
2. ADD_HOURS - Hours
3. ADD_MINUTES - Minutes
4. ADD_MONTHS - Months
5. ADD_SECONDS - Seconds
6. ADD_WORKING_DAYS - Working days
7. ADD_YEARS - Years
- SUBTRACT - this formula returns a specific date/time expression with a given number of:
1. SUBTRACT_DAYS - Days
2. SUBTRACT_HOURS - Hours
3. SUBTRACT_MINUTES - Minutes
4. SUBTRACT_MONTHS - Months
5. SUBTRACT_SECONDS - Seconds
6. SUBTRACT_WORKING_DAYS - Working days
7. SUBTRACT_YEARS - Years
- END - you can get the:
1. END_OF_DAY - last hour from the current day
2. END_OF_MONTH - the last date from the current month
3. END_OF_WEEK_FIRST_DAY_MONDAY - the last date from a Mon-Sun week
4. END_OF_WEEK_FIRST_DAY_SUNDAY - the last date from a Sun-Sat week
5. END_OF_YEAR - the last date from the current year.
- START - On the contrary, these functions return the:
1. START_OF_DAY - the first hour from the current day
2. START_OF_MONTH - the first date from the current month
3. START_OF_WEEK_FIRST_DAY_MONDAY - the first date from the current (Mon-Sun) week
4. START_OF_WEEK_FIRST_DAY_SUNDAY - the first date from the current (Sun-Sat) week
5. START_OF_YEAR - the first date from the current year
- CARD.CREATED_AT ()
- CARD.CUSTOM_FIELD_DATE (field id)
- SET - These functions help you set a specific date/time expression with custom units such as years, months, days, hours, minutes, and seconds. With the SET_TIMEZONE function, you can adjust a date/time expression to a given timezone:
- SET_DATE
- SET_DAY
- SET_HOUR
- SET_MINUTE
- SET_MONTH
- SET_SECOND
- SET_TIME
- SET_TIMEZONE
- SET_YEAR
Notes:
- The calculated card deadline can only be configured on a board level by either an Account owner or a Workspace manager/user with "Edit workflow" privileges.
- Users won't be able to change the values of a calculated card deadline on a given card - any changes are done on a board level by a user with relevant role/privileges.
- When editing a formula, a request for re-calculating the values would be sent. Processing of this request might take up to 30 minutes. After the process of re-calculation is completed, the values of the field formulas could be changed.
3. How to Make the Deadline Visible in the Closed Card View?
If you want to make the deadline visible in the closed card view, use the sidebar to the right of your board interface and select the Configure Views menu. There is a separate setting available for cards and initiatives. The deadline can be displayed as an icon or on a separate row.
You can also use the Businessmap Calendar to track work items based on their deadline.