In this lesson of the free course: Process Automation for Service Companies, I cover:
Setting start and due dates on process steps vs. tasks. What’s the difference?
How a dynamic date rule works and how to set one.
How to “chain” your process steps using dynamic dates.
Common patterns and best practices when setting up dynamic date rules
How dates on real-time tasks get automatically calculated
What happens if you need to change dates on the fly?
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