Set deadlines for your client

You can set jobs to display upcoming deadlines for your client. These appear in the Deadlines section of the portal, organised by month and year.

You'll receive an email, and IRIS Elements shows a notification, when your client completes the task.

This topic assumes that the required job key dates have already been created.

1. Select the Admin settings cog icon.

   

2. Select Jobs.
3. Select the job you want to assign a deadline to.
4. From the Dates tab, select the key date.
5. At the end of the field options, select Yes to Show as deadline.
6. Enter a Deadline title — this appears to the client in their portal.
7. At the top of the page, select Save.