A due date is what puts a task on your Tasks page, into your reminder emails, and onto your calendar — and taking it back off is how you quiet a task you no longer need.
Introduction
A task with no due date sits on its checklist and waits for someone to open the transaction. Put a date on it and it joins the rest of your work: it appears on the Tasks page, it turns up in reminder emails, and you can search and sort it alongside everything else that's due.
You can type a calendar date, or write the date as a rule against something already on the transaction, like five business days before the close date. The rule version is what makes a checklist template worth building: the deadline works itself out on every deal without anyone doing the arithmetic. It also means the dates move when the deal does: change the close date and the tasks hanging off it follow.
Once the dates are on, the checklist tells your team when and not only what. Two things save time later. A task showing no date usually means nobody has filled in the date it depends on yet, rather than anything being broken. And taking a date back off is how you quiet a task you no longer need without deleting it, which matters when a deal falls through and the file still has to keep its record.
How It Works
Type a due date in or let Pipeline work it out — either way, it decides where a task shows up.
What a Due Date Does for a Task
It puts the task in front of people. The Tasks page works like a calendar, so it lists only tasks that carry dates — and so do the daily reminder emails and any calendar you've synced. A task with no date still sits on its checklist, still incomplete; you just have to open the transaction to see it.
Type a Date or Write a Rule
Either works. An absolute date is a fixed calendar date you pick yourself. A relative due date is a rule counted from a date already on the transaction — Acceptance, Close, Listing, Expiration, or a custom date field an admin has marked as a trigger date. The rule is what makes a checklist template worth building, and you choose how the days count.
| Counting | What it does |
|---|---|
| Business Days | Skips Saturdays and Sundays, plus any day a master admin has saved as a business holiday. Pipeline doesn't observe federal holidays on its own. |
| Calendar Days | Counts every day, weekends and business holidays included. |
| Calendar Days (due Business Day) | Counts every day, then moves the result forward when it lands on a weekend or a business holiday. |
What Happens When a Date Moves or Comes Off
The tasks follow. Change a trigger date and every task built off it moves with it, so a rescheduled closing is a one-field fix. Take a date off and the task stays on its checklist, incomplete and with its history — it leaves the Tasks page and stops sending reminders. That's the move when a deal falls through, since moving a transaction to Closed, Fell Through, or Auto Expiry leaves its checklists alone.
Set a Task's Due Date
Put a deadline on a task directly from the transaction, either as a fixed date or as a rule.
Who Can Do This: Admins with the Fully manage checklists and templates permission. Agents can set or change a due date only when an admin has allowed it for that task on the checklist template.
To set a task's due date:
- Open the transaction and find the task on its checklist.
- Hover over the task and click the calendar icon.
- Choose an absolute date to set a fixed deadline, or build a relative due date rule off one of the transaction's dates.
- Save your change.
The task now carries the due date and appears on the Tasks pages of everyone who can see it, in their daily reminders, and on any calendar they've synced.
Set a Relative Due Date on a Checklist Template
Write the due date rule once on the template so every transaction that gets the checklist arrives with its dates already worked out.
Who Can Do This: Admins with the Fully manage checklists and templates permission.
To set a relative due date on a checklist template:
- Click [Gear] in the upper-right corner, then [Admin / Settings].
- Open [Checklists] and click the template you want to edit.
- Click the calendar icon next to the task you're scheduling.
- Set the rule: the number of days, whether they're counted before or after, the trigger date to count from, and whether to count Business Days, Calendar Days, or Calendar Days (due Business Day).
- Save the template.
From now on, every transaction that receives this checklist gets the task with its due date already calculated. Tasks that were already on transactions keep the dates they were given — the new rule applies going forward, not backward.
Remove a Task's Due Date
Stop the reminders on a task you no longer need without losing the task or its history.
Who Can Do This: Admins with the Fully manage checklists and templates permission.
To remove a task's due date:
- Open the transaction and find the task on its checklist.
- Click the task's due date.
- Choose [Remove due date].
The task stays on the checklist as incomplete and the record of its original due date stays with the transaction, but it disappears from the Tasks page and stops appearing in reminder emails. Repeat for each task you want to quiet — once no unneeded task on the transaction has a due date, the reminders stop.
Add Your Business Holidays
Tell Pipeline which days your company is closed so business-day due dates skip over them.
Who Can Do This: The master admin.
To add your business holidays:
- Click [Gear] in the upper-right corner, then [Admin / Settings].
- Open [Business Holidays].
- Use the year dropdown to choose the year you're setting up. You can fill in next year at any time — you don't have to wait for this year's holidays to pass.
- Add each day your office is closed, then save.
Due date rules set to Business Days or Calendar Days (due Business Day) now step over those days. Tasks whose due dates were already calculated keep the dates they have — the holidays apply to calculations made from here on.
Who Gets Nudged About a Dated Task
A date on a task is only half of what decides whether anyone hears about it. The daily email is a per-person setting, and agents can't switch their own on or off, so an admin is the one who decides who wakes up to the list.
Start each day knowing exactly what's due — Pipeline emails you a rundown of the tasks that are overdue, due today, and due tomorrow.
See Daily Task Reminder Emails
Task Due Dates FAQ
A due date is what makes a task show up — on the Tasks page, in reminder emails, and on your calendar. Answers to the common questions about setting due dates, relative rules, holidays, and quieting tasks when a deal falls through. See Task Due Dates FAQ.
Ways to Use Task Due Dates
See Task Due Dates at work inside a bigger job: