About Cases deadline tracking
You can assign custom deadlines to Cases and use them to enforce SLAs.
Enforce Service Level Agreements
Use Cases deadline tracking to help you meet Service Level Agreements (SLAs)—whether they’re self-imposed or required for compliance.
For example, you can set a deadline to investigate Accounts flagged for review within 30 days.
Assign custom deadlines with Workflows
Assign deadlines automatically for your Cases using a Workflow. Set the deadline to any number of minutes, hours, or days, up to a maximum of about 61 days.
Assign or update deadlines manually
You can also set or change a Case’s deadline directly, without a Workflow, using the built-in Update SLA Case Action. Once the action is added to your Case template, open the case, select Update SLA from the More actions menu, and choose a specific future date and time (up to about 61 days out). Saving the new deadline resets any expiration and notification scheduling for the Case.
Sort and prioritize Cases by deadline
You and your team can see upcoming deadlines for all your Cases in the Persona Dashboard. You can sort them by deadline to help you prioritize Cases that are due first and avoid missing deadlines. If the deadline for a Case you’re assigned to is breached, you receive a notification in the Dashboard.
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Learn about Cases Enhanced
Cases deadline tracking is available with a Cases Enhanced plan. To learn more, reach out to your customer success manager or contact us here.