Follow the workflow
Work from top to bottom. A screen link appears when the workflow moves somewhere new.
- 01
Request deadline tracking
Deadline tracking is provisioned with eligible managed service. Open Deadlines and request setup if the tracker is not active yet.
Open this screen/dashboard/deadlines - 02
Confirm the source and owner
During setup, confirm which SharePoint documents are tracked, who owns them, and which due-date field the workflow should use.
- 03
Review the deadline list
Use the overdue, due soon, and open views to focus on the items that need action. Open a row to see its source and latest state.
- 04
Review reminder drafts
The workflow can prepare reminder drafts as a deadline approaches. A person reviews and sends them; the system does not automatically contact a client.
- 05
Close the item with evidence
When the work is complete, update the source record and keep the supporting document or note your process requires. The next run removes completed items from the open queue.