Your daily view

Deadline Board

Every dated obligation you have, from every tool, on one page, sorted by how soon it hurts.

3 min readOpen it in the app →Included from Community

On this page

What it collects
Health, not just dates
The four views
Using it

What it collects

The Deadline Board does not hold deadlines of its own. It reads every dated obligation recorded anywhere in the software and puts them in one list. Nothing is entered here; things appear here because they were entered somewhere they belong.

Source	What arrives
Grants & Funding	Application deadlines, reporting dates, renewal dates.
Compliance	Registrations, filings, policy reviews, insurance renewals.
Finance	Fiscal year ends, audit dates, budget approvals.
Contracts	Expiry and renewal dates.
Governance	Meetings, term ends, acknowledgment due dates.
Programs	Program milestones and reporting periods.
Donor cultivation	A planned move with a date is a commitment to contact somebody by then.
Operations and Org Profile	Everything else with a date attached.

A page with a doughnut chart of obligations by health, a bar chart of which tools they came from, an ownership percentage, a row of summary counts, and beneath them a list of obligations each showing its health, counterparty, amount, due date, and owner — The Deadline Board. Health and origin at the top, then the counts, then the obligations themselves.

Health, not just dates

Every live obligation carries a health, and health is not the same thing as how far away the date is. Something due in two months with no owner and three unmet requirements is in worse shape than something due next week that is ready to file.

Health	Means
On track	Nothing is wrong with it.
Watch	Something is worth an eye on: the date is approaching, or a requirement is outstanding.
At risk	It will probably not be met without somebody doing something.
Critical	The date is close and the consequences of missing it are serious.
Overdue	The date has passed and it is not closed.

The five states an obligation can be in while it is still live.

Anything flagged shows why underneath it, in a sentence rather than a code. Nobody should have to guess what put an item on the list.

The four views

Tab	Shows
All open	Every live obligation, whatever its health.
At risk	Only the ones that need somebody to act: at risk, critical, and overdue.
Unassigned	Live obligations with nobody accountable. This is the one to clear first.
History	Everything closed, with how it ended.

Above the tabs is a summary: how many are overdue, due this week, at risk, and unassigned, plus the money attached to anything renewing in the next ninety days and how many compliance obligations are approaching. The charts beside it break the same set down by health and by which tool the obligation came from.

Using it

A ten minute weekly pass is what makes this page work.

Open Unassigned and give every obligation an owner.
This is the cheapest ten minutes in the software. Everything else on this page depends on somebody being responsible.
Open At risk and read the reason under each item.
The reason tells you whether it needs a decision, a document, or just somebody to start.
Clear anything overdue: close what is actually done, and give a new date to what genuinely slipped.
An overdue list nobody prunes stops being read within about a month.
Check the ones due soon have an action behind them in the Action Center.
A deadline with no action behind it is a date, not a plan.