We’re excited to introduce a new feature that gives you more flexibility and control over task due dates when changing an Opportunity Status.

Previously, auto-action tasks were assigned due dates based on predefined settings and offset days, but now, you can override these dates directly in the status change modal, before you trigger the actions. This ensures that tasks align with your needs, eliminating the need for manual date changes and making workflows more scalable.

What’s New?

Opportunity > Status Change Modal:

• A new ‘Due Date Override’ column has been added, allowing you to manually adjust a task’s due date when changing an opportunity status. You will still see the calculated date based on your setting in the Admin > auto-actions section.
• If a task template has an Offset Dependency, the system will pre-calculate the due date as usual.
• However, if you enter a manual date in the Due Date Override field, it will replace the system’s default date.
• A tooltip is available for guidance: “Once specified, this date will override the Offset Dependency and default date settings, becoming the task's due date.”
• If no override is provided, the system will use the default offset-based due date.

Admin App > CRM Settings > Task Templates:

• A new ‘Status Change Effective Date’ option is available for Offset Dependency when setting up task templates.
• When selected, the system will assign the task due date based on the scheduled status change date.
• If an offset is applied in the task template settings, it will automatically adjust the due date accordingly.

How It Works:

1. When you schedule an opportunity status change, auto-actions will generate tasks with system-calculated due dates.
2. In the status change modal, you can override these due dates before confirming the status update.
3. If you don’t override them, the system will apply the offset dependency rules from the task template settings.
4. This feature allows you to ensure all tasks align with your scheduling and operational needs.

Why This Matters?

• More Control: Set due dates that better reflect your workflow rather than relying solely on system defaults.
• Eliminates Manual Changes: No more adjusting task dates manually after they’ve been created.
• Greater Flexibility: Your auto-action workflows are now more adaptable and scalable.

This update is now live! Start using it today by navigating to the Opportunity Status Change modal and making the most of the new Due Date Override feature.

We’d love your feedback! Share your thoughts and suggestions via the Idea Portal to help us make Nexus CRM even better.  

Mercury Product Team