Assign due dates to workflow stages

You can assign a due date to each workflow stage in Sovos Filing and designate a person from your team to be notified about the due dates to make sure filing deadlines are met. To set up due dates and assign team members, follow these steps:

1. Go to Settings > Workflow.
   
   
   
   
2. Click the arrow on the stage you want to set a due date and assignee for.
   
   
   
   
3. Select the default assignee from the dropdown menu, then enter how many days before filing you want this stage to be finished.
   
   
   
   

   You can't select a default assignee for the Complete stage.

4. When you're finished making changes, click Save.