Setting Up Step Deadlines in Your EasyEviction Workflow

A Guide to Setting and Editing Task Due Dates for Streamlined Eviction Case Management

Efficient case management is essential for attorneys, property managers, and admins using EasyEviction. Setting clear deadlines for each workflow step ensures timely actions, minimizes delays, and keeps tasks organized. This guide shows you how to edit step due dates to align your tasks with critical deadlines.

Note:
Be sure you have access to Admin Settings before proceeding with these steps.

Step 1: Go to Admin Settings

To begin, log in to your EasyEviction account and click the gear icon to navigate to the Admin Settings section. This will give you access to manage the workflows for your account.

Step 2: Access the Manage Workflows Page

In Admin Settings, select Workflows from the menu to access the Manage Workflows page, where you'll see all available workflows. Choose the specific workflow you wish to edit.

Step 3: Edit the File Eviction Step

Within the selected workflow, navigate to the Workflow Steps section. Find the File Eviction step, and click the pencil icon next to it to begin editing. This will allow you to modify the details of the step, including the due date.

Step 4: Edit the Step Due Date

On the right-hand pane, under the "Step Due Date" field, you’ll be able to adjust the timeline. Calculate the due date for this step based on the completion of the previous task or another relevant key date. Modify the number of days, duration, and start date to accurately reflect the necessary deadline for the task. Click the Apply button to save the changes.

Why Setting Deadlines is Important

Setting clear deadlines for each step of the eviction process ensures that nothing falls through the cracks. Whether it’s preparing legal documents, filing with the court, or communicating with tenants, deadlines keep everyone on track and help to expedite the entire process. By using EasyEviction’s workflow feature, you’ll have a clear, organized timeline that ensures efficiency and compliance every step of the way.