How to Set Up Order Deadline Alerts

Make order cards change color as their promise date gets close, so the jobs that need attention stand out on the Order Management board. Set this up in Settings → Order Management → Order Deadline Alerts.

How the colors work

A card turns yellow when the promise date is inside your yellow window, red when it is inside your red window, and a deeper overdue red once the promise date has passed. When more than one applies, overdue beats red, and red beats yellow.

Setting your thresholds

Choose how many days out each warning starts:

• Yellow alert defaults to 14 days before the promise date.

• Red alert defaults to 7 days before the promise date.

Use the enable toggle to turn the colors on or off for the whole company. With the toggle off, every card keeps its normal background no matter how close the promise date is.

Related articles:

• How to Set Up Card Display

• What Each Order Card Shows

• Understanding the Order Board