Automatic Task Due Dates

Create a task with an automatic due date at a glance

Many organisational workflows are based on fixed dates within a business object. Tasks with a defined lead time often need to be generated from these. If scheduling is done manually, it creates additional maintenance effort and potential sources of error.

The GreenGate solution automatically calculates a task’s due date based on a date property of the linked object, creating a task with an automatic due date. The required lead or lag time is defined in the script and can be adjusted flexibly.

This ensures tasks are created consistently and automatically become due at the right time.

Typical use cases include, for example

• Onboarding new employees
• Commissioning technical systems, new equipment, etc.

The benefits of creating and using automatic due dates for tasks

• Automatic calculation of task due dates based on object data, without requiring manual date calculations
• Standardised, traceable scheduling with fewer input errors
• Flexible adjustment of lead or lag time, reusable for a wide range of business processes
• Easy implementation via standard task management functions, increasing process reliability through automated scheduling control

GS-Service: Create task with due date x weeks before date in object property

As an example application, onboarding new employees can be used. When a new employee object is created in GS-Service, an onboarding task is created automatically. The “start date” is captured as an object property on the employee object and forms the basis for the due date of the onboarding task.

The script automatically calculates the due date of the onboarding task as 14 days before the start date, so that all preparatory activities—such as providing a workstation, IT equipment or access permissions—can be completed in time. This way, you can welcome your new employees with ease.

The same approach can be used for any other processes where tasks are to be scheduled relative to an event date.

Typical areas of use for tasks with automated due dates

The solution is suitable across industries for all organisations that control time-based tasks using object properties.

Industries

• Industrial companies
• Energy suppliers
• Municipal utilities
• Facility management
• Healthcare
• Public administration
• Service companies
• HR management

Software used

• GS-Manager (desktop application)
• GS-Designer

Reference customer

GreenGate AG