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Leads & pipeline

Keep on top of deadlines

One timeline of statutory dates, reminders, board dates and application deadlines.

Where to find it: Menu → Deadlines For everyone 1 min

The steps at a glance

1Open Deadlines2Filter3Open one
Step 1 of 3
  1. In the menu on the left, tap Deadlines. On a phone, tap the ☰ menu button at the top first.

    companyflowhq.com/deadlinesCompanyFlowHQTeam chatLive chatBoardsDeadlinesApplicationsBookings & S…DealsDeadlinesSearch ⌘KMenuTeam chatLive chatBoardsDeadlinesApplicationsBookings & SalesDeals
  2. Use Everything, Statutory, Reminders, Boards or Applications to narrow the list.

    companyflowhq.com/deadlinesCompanyFlowHQTeam chatLive chatBoardsDeadlinesApplicationsBookings & S…DealsDeadlinesSearch ⌘KEverythingStatutoryRemindersBoardsApplicationsCAS deadline — Priya ShahOverdueDeadlinesEveryt…Statu…Remin…Boa…Applica…CAS deadline —…Overdue
  3. Tap a deadline to open the lead, board or application it belongs to.

    companyflowhq.com/deadlinesCompanyFlowHQTeam chatLive chatBoardsDeadlinesApplicationsBookings & S…DealsDeadlinesSearch ⌘KDeposit due — Tom LeeFriDeadlinesDeposit due — T…Fri

✅ How do I know it worked?

  • The header says how many are overdue and due this week.

⚠️ Common mistakes

ProblemA date is missing.FixAdd the date on the board item or application — Deadlines only shows dates saved there.

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