Change a deadline or key date

Acceptance and closing dates

1. On the transaction, click Edit details.
2. Under Key dates, change the Acceptance date or Closing date.
3. Click Save details.

Every deadline counted from that date moves with it, and so do the open checklist steps tied to it. Deadlines already marked met or waived stay where they are.

Any other deadline

1. Click the pencil on the deadline's row.
2. Under Due date, choose Fixed date, or Counted from a key date: [number] [days / business days] [after / before] [acceptance / closing].
3. Click Save.

Mark a deadline met or waived

Click the check on its row (Mark met), or open it with the pencil and set Status to Open, Met or Waived. A deadline that passes while still open shows as Overdue.