Every milestone and task in a Mutual Action Plan (MAP) can have a due date, and every milestone has its own progress state. You can set due dates by hand in a room, or set them once in a Deal Room template so each new room gets real dates when it’s published. This article covers both, what happens when the room is published, and how milestone progress works.
Before you start
Plan: available on every plan that includes Deal Room templates, except the eSign plan.
Who: room owners and collaborators can set due dates in a room. Anyone who can edit a Deal Room template can set due dates in that template.
Set a due date in a room
Open the room and go to Action plan.
On a milestone, select Add Milestone deadline. On a task, select the calendar icon in the Deadline column.
Pick a date from the calendar.
You can choose a date in the future to plan ahead, or a date in the past to record when something actually happened.
Set due dates in a template
In a template, you don’t pick a calendar date. You enter a number of days after the room is published, so the timeline fits whenever a rep uses the template.
Go to Content and open your Deal Room template.
Select Action plan.
On a milestone, select Add Milestone deadline. On a task, select the calendar icon in the Deadline column.
In Due date, enter the number of days after the room is published, or use − and +.
The step now shows its timing as a chip, for example Day 10. To take the due date off a step, open it again and select Remove due date.
Pro-tip: Set the milestone’s due date on the same day as its last task. The plan doesn’t warn you if a task is due after its milestone.
What happens when the room is published
When a rep creates a room from the template, the steps keep showing Day 7, Day 14 and so on until the room is published. Hovering over a step’s date shows when it will be due, for example “Due 7 days after the room is published.”
When the room is first published, every step with a day count gets a real due date. A date that falls on a Saturday or Sunday moves to the next Monday.
Reps stay in control. Before publishing, they can pick a calendar date to replace a step’s day count, or select Remove due date. After publishing, they can change any date like any other due date in the room.
Track milestone progress
Each milestone has a progress state: Not started, In progress or Completed. Room owners and collaborators can change it at any time. The milestone’s status and its tasks’ statuses are independent, so you can mark a milestone as completed even if a few final tasks are still open.
Milestone statuses also update automatically based on task activity:
A milestone moves to In progress when one or more of its tasks are started or completed.
A milestone moves to Completed when all of its tasks are completed.
Changing a milestone’s status by hand doesn’t change the status of its tasks.
Pro-tip: Change a status by hand when the broader goal is reached, and let the automatic updates handle day-to-day task activity.
Limitations
Up to 365 days: a template step can be due at most 365 days after the room is published.
Weekends only: Saturdays and Sundays move to the next Monday. Public holidays are not skipped.
Dates are set once: due dates are calculated when the room is first published. Publishing the room again doesn’t recalculate them.
New rooms only: changing a template’s day counts doesn’t affect rooms already created from it.
Time zone: dates follow your company account’s time zone. If none is set, GetAccept uses the account’s country, and UK time as a last resort. “Day 5” means due by the end of the fifth day after the room is first published.
Not synced to your CRM: due dates don’t sync to connected CRMs.
Where this works
Milestone due dates and progress states work in Deal Rooms managed directly in GetAccept and in rooms managed through CRM integrations.