How To Set Due Dates And View The Calendar In Content Workflow

Due dates are applied to the  Content Workflow status to indicate when that phase of work needs to be completed. This will make it clear to your stakeholders what the timeframes are for each piece of content. There are two ways to set a due date: from inside an item (the content editor) or from the content hub (assigned to multiple items).

The project calendar, found on the Calendar tab, assists in monitoring a project's deadlines. When due dates are assigned within a project, they are displayed on the calendar. Each project has its dedicated calendar, showing only its specific due dates. You have the option to filter the view to display only the due dates assigned to you.

You can sync due dates to an external calendar (like Google Calendar or Outlook

Who can apply due dates in Content Workflow?

Users with the following rights can add due dates in Content Workflow

How to Set a Due Date

From the Content Editor

  1. Navigate to the Content Workflow.
  2. Select the Item.
  3. Click on the Workflow Identifier to see the rest of the workflow.
  4. Hover over the workflow status you want to set a due date for, and click the[CW] Calendar Button.pngbutton.[CW] Calendar WF.png
  5. Choose a date and time from the calendar and click Save.[CW] Save Due Date.png

Tip: Due dates should be used to signify the end of a particular workflow step.

From the Content Hub

  1. Navigate to Content Workflow.
  2. Click the Checkbox to select the items for which you'd like to set a due date. Once selected, they will appear highlighted. You can hold Shift on the keyboard to select multiple items.[CW] Item Select.png
  3. From the action bar at the bottom of the page, click the [CW] Calendar Button.pngbutton.[CW] Due Date Action Bar.png
  4. Click the Set Due Date link for each status in the workflow for which you wish to apply a due date.[CW] Set Due Date Link.png
  5. Choose a date and time from the calendar, and click Save Changes to save.

Tip: Setting due dates this way will override any due dates previously set for those items and statuses.

Remove a Due Date from an Item

  1. From inside an item, click on the Workflow Identifier to expand the workflow menu.[CW] Workflow Identifier.png
  2. Hover over the workflow step and select the [CW] Calendar Button.pngbutton that corresponds to the due date that you want to remove.[CW] Workflow Calendar.png
  3. When the calendar appears select Remove.[CW] Remove Due Date.png
  4. This will immediately remove the due date for that workflow status. 

Note

If an assignment is overdue a label will appear and the owner will be notified. 

View Project Deadlines

  1. Navigate to Content Workflow > Calendar Tab.[CW] Calendar Tab.png
  2. In the top left-hand corner, select the project from the dropdown.[CW] Project Name.png
  3. Click on any item entry on the calendar to see the details.[CW] Due Date Info.png 
    • The item name.
    • The item's current workflow status (indicated by the first color block—hover for the status name).
    • The name of the workflow status to which this due date belongs.
    • Details of the due date and time for this item.
    • Anyone who is assigned to this item.
    • Any items that are overdue will appear in red
  4.  At the top left of the calendar, use this dropdown to filter it to show only the due dates for specific steps in your workflow. 

[CW] Calendar Workflow Step.png

Only See My Assignments

  1. To filter the calendar to show only the items you're assigned to, select Only Show My Assignments located in the bottom left corner of the calendar tab. [CW] My Assignments Calendar.png

Updated