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Deadlines in activities

In this article, we have described how the deadline in the Activity will be changed depending on the column in which the item is located.

Previously, we have already told you how to work in the Activities view, as well as the peculiarities of transferring deals and leads from one column to another. Read more information in the article: Activities view in Deals and Leads.

The deadline for a new activity will always be rounded up to a full hour. For example, you created an activity at 6:13 p.m. The deadline will be 7:00 p.m.

However, the number of days that will be added to the deadline depends on the way you set up the activity.

If you create an activity when you are closing a deal form, the time is rounded up to a full hour plus three work days.

The same rule applies when you create an activity inside the form, or through the + Activity option in kanban.

Read more information in the article: Deal smart activities.

The rules apply when:

  • you create a quick deal.

  • you move a deal from the Without activities column to another one.

  • you move a deal with a created activity to another column. If there are two activities in the deal, the deadline changes for the activity with the closest deadline.
For example, one activity has a deadline for today, and another one has a deadline for the next week. If you move the deal to the "This week" column, only the first activity deadline will be changed.

Column Rule Activity Creation Time Deadline
Today The current date, time is rounded up to a full hour. February 1, 3:44 p.m. February 1, 4:00 p.m.
This week If today is not the last day of the week, the time is rounded up to a full hour + 1 day. February 1, 3:44 p.m. February 2, 4:00 p.m.
This week If today is the last day of the week according to your work schedule, the time is rounded up to a full hour. The day remains the current one. February 1, 3:44 p.m. February 1, 4:00 p.m.
Next week The time is rounded up to a full hour + 7 days. February 1, 3:44 p.m. February 8, 4:00 p.m.
Over two weeks The time is rounded up to a full hour + 14 days. February 1, 3:44 p.m. February 15, 4:00 p.m.

For example, if you create a quick deal in the Today column at 3:44 pm, the deadline will be today at 4 pm.

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