Set, change or remove a follow-up date

Step by step

1. 1

   Open the card and click Add follow-up or the existing date.

2. 2

   Choose a date and save.

3. 3

   To remove an existing date, open this control and click Remove.

4. 4

   You can also use the calendar icon on the board card to choose a suggested or custom date.

5. 5

   In the board card’s menu, selecting a date shortcut saves immediately. For a custom date, fill the field and click Salvar (Save). Click outside the menu to close without applying a typed date.

6. 6

   In the date editor inside details, use Cancelar (Cancel) to close without saving the typed date. To clear the saved date, use Remover (Remove); this is different from cancelling.

What you need to know

• A date alone does not configure message text or enable automatic sending. When automatic follow-up is enabled, this date is the sequence reference.