Due Date Notifications are an additional type of notification that can be set up at both the organizational and plan level. User Managers can set organizational defaults for Due Date Notifications via the Admin menu.
There are three types of due date notifications: approaching due date, due today, and past due. Multiple options can be activated. If the user doesn't have any items due, past due, or approaching their due date, they will not receive an email.
Approaching Due Date
This setting allows you to select how many days before the due date you’d like assigned to users to be notified. The maximum number of days is 180. In this example, the user would receive notifications 15 and 30 days before their items are due.
Due Today
Selecting this option will send assigned to users a notification on the date their item is due.
Past Due
Select this notification for users to receive weekly notifications when an item has passed its due date without being marked in a completed status (Achieved, Not Achieved, or Cancelled). Multiple selections can be made.
Setting Up Due Date Notifications
Select Notification Settings from the Admin drop down menu:
Locate the 'Due Date Reminders' section on the page and make your selections, then click Save.
Overriding These Settings at the Plan and Plan Item Levels
By default, all plans and plan items will inherit these settings. If you would like to override these settings, you have the option to do so on a plan or plan item level. This means you can customize notification settings for each plan, and for individual plan items.
Open the top plan card if overriding for the entire plan or the individual plan item if overriding for one specific plan item. Select the Calendar icon under the Schedule and Assignment section.
The Settings menu will open. Toggle from the Organizational Defaults option to Use Custom Settings at the top of the menu. Make your selections as needed, then click the Save button.