Hi All,
Maybe some of you still don't know how the due date is calculated from relative due date and calendar when submitting a checklist. So today I will explain the calculation of task due in three steps:
1. Create a calendar
We use calendar when calculating due date. For instance, if a calculated due date happen on a Weekend, then the system will move ahead this task due date to the previous Friday. Same reasoning if you add custom non working days (ex: Public Holliday) in the calendar. Checklist comes with a Standard calendar (Monday to Friday as workday and no non working days defined).
In our case, we want to create a calendar with Monday to Friday as workday and "23 February 2023" as a public holiday
you can click here if you want to watch the video on how to create a calendar
2. Create a Checklist using "HR Onboarding Template"
All due dates in a template are "relative" due dates. Exact due date will be calculate in a checklist based on Checklist list event date.
In HR Onboarding template, the "Procure PC & Software" task is defined with -5 as due date because we want our assignee to buy PC & Software 5 days before John arrive.
We use this template for onboarding of John who will be arrived on 28 February 2023
3. Submit the Checklist
After submitting the checklist, then exact due date for "Procure PC and Software" would be 22 Feb 2023.
This calculation is based on the relative due date that we have defined as "-5" plus the event date, which is "28 February 2023". So the event date would be on 23 February 2023.
Note that we have already set "23 February 2023" as a public holiday in our calendar. So the due date is moved on "22 February 2023", assuming that "22 February 2023" is a working day.
Hope you enjoy this post about relative due date
Have a nice day!