Specifying Business or Calendar Days for Task Due Date Calculations

Stay in compliance with internal and state regulations that require due dates based on business days, including incorporating custom business holidays.

Specify Business or Calendar Days

When defining relative due dates to tasks, you can specify whether those dates should be based on business days or plain calendar days.

To establish an accurate business calendar by specifying your company’s business holidays for the year:

1. Click your name in the upper right corner then "Admin / Settings".

2. Click  [Business Holidays] from the left menu.

Add your company’s business holidays for the given year

Business holidays are used to calculate due dates on tasks whenever those tasks are defined using relative date rules. Saturdays and Sundays are automatically considered business holidays. So you don't need to define them here.

Save your updates by clicking [UPDATE BUSINESS HOLIDAYS].

Define Tasks based on Business Days

1. Click your name in the upper right corner then "Admin / Settings".

2. Click [Checklist Templates].

3. Create a new template by clicking [Add Template] or click the name of an existing template to edit it.

Define Tasks based on Business Days

4. Select the [Calendar Icon] next to a task and select whether you want its relative due date to be based on business days or calendar days.

When this template is applied to transactions, the system will automatically convert all relative due dates to appropriate calendar dates based on your selection.

Apply Business Days to tasks

To apply business days to tasks that are already on a transaction:

1. Go to the transaction and click the [Calendar] icon next to a task.

2. Select whether you want the relative due date to be based on business days or calendar days.