Set Due Dates for Category Selections

OBJECTIVE

To set a Due Date for Selections within a Category in ConstructionOnline.

BACKGROUND

If there is one thing your clients love, it is the ability to customize as much of their project as possible. By using Client Selections, you'll be able to present them with Selections in a clean format that is user-friendly and easy to interact with.

STEPS TO SET A DUE DATE FOR A SELECTION WITHIN A CATEGORY

  1. Navigate to the desired Project via the Left Sidebar
  2. Click on the Financials tab
  3. Select the Client Selections category
  4. Within a Category, right-click on the desired Selection
  5. Select Edit Selection
    1. This will open the Edit Selection window
  6. Click in the Due Date field
  7. Select or enter the desired Due Date
  8. Click Save Changes

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