Knowledge BaseHow to use Autopilot Process SetupHow do I set a date when a task should start?

How do I set a date when a task should start?

Autopilot allows you to set dates on the tasks you create.

A Start date will specify when the user should start working on a task. To set a start date on a process, you will need to access the setup page of Autopilot.

To access the Setup Lander, view: How do I access a process I want to Edit

Start Dates

  • To set a start date on a process, select the process you want to add a start date to.
N.B - Start dates are to be set on each step of the process flow. i.e. stipulating when each step of the process should begin. (This is optional on each step)
  1. Click on Flow to access the steps to the process.
  2. Click on the Calendar Icon to set up the start dates.

Date Settings Options

Date Settings Options
  1. General Settings - refers to general rules settings for dates such as:
    *Ensure that the calculated date falls on a working day
    *Set the date to an earlier date if the calculated date falls on a non working day
    *Recalculate the days when a change is requested to a workflow (to learn how to request a change to a task, see: How do I use the "Request a change" Functionality? )
    *Recalculate the days when a task is re-assigned to a new user
  2. Start date calculation - allows you to set the start date to this step in the flow. i.e when the task step should be started
  3. Due date calculation - see How do I set due dates on tasks I create?

Setting the start date

Setting the start date
  1. Expand on 'START DATE CALCULATION'
  2. Expand the 'Use the following Calculation type' drop down box to view the start date calculation options available.  
Don't Default - does not set any start date to a task 
Immediately - sets the task's start date to start immediately i.e. the date of creation.
A number of days after a date  - Set how many days AFTER a specific date the task should be started (See settings below) 
A number of working days after a date  - Set how many WORKING days AFTER a specific date the task should be started (See settings below) 
A number if days before a date - Set how many days BEFORE a specific date the task should be started (See settings below) 
A number of working days before a date  - Set how many WORKING days BEFORE a specific date the task should be started (See settings below) 
On the same day every month  - will default the start date to a specific day in a month that the task should be started.
The same as a form field date value - allows the start date to be a date captured as a field on the form. 

Setting a number of Days /Working Days Before/After a Date

Setting a number of Days /Working Days Before/After a Date

If the Start date calculation type is any of the following options:
  *A number of days after a date  
  *A number of working days after a date
  *A number if days before a date
  *A number of working days before a date  

You will be required to:

  • Select a 'Start calculating the date from' option
    - The date the task is created - start calculating the date from the date the task has been created
    - Last day of current month - uses the last day of the month and starts calculating the date from the last day of the month
    - First day of next month - starts calculating the start date from the first day of the next month from now.
    - A value captured in the form - starts calculating the date based on a date set on the form in process.
  • Select how many days you adding by selecting 'Add/subtract the following number of days'
    - A fixed value -
    will allow you to add how many days you want to add to the option selected above
    - A value captured on the form - will use a value that was entered on the form to calculate the number of days to add on.
  • Enter the number of days you want to add to a date selected above. 'The number of days to add/subtract'
    -
    If you selected A fixed value above, then enter the number of days you want to add to the date to start calculating
  • Click on Save to save the changes made.