Postpone and duration settings control the options your team sees when they push back a task or event — the preset periods, whether weekends are skipped, and how long recurring items run by default.
Before you start: Account Admin permissions required. Changes apply to everyone in your account.
Configure Postpone and Duration
- In the lower-left corner, click Settings.
- Click the Activities tab.
- Click Postpone & Duration.
- Set the options you want:
- Postpone periods: Pipeline CRM includes 1 day, 7 days and 30 days. Add your own presets or remove the ones you don't use.
- Skip Saturday & Sunday: Turn on to stop items being postponed onto a weekend.
- Select a postpone date: Turn on to let users pick an exact date from a calendar, not just a preset.
- Recurring end date: Set the default number of months a recurring task or event runs. The default is no end date.
- Require due dates: Turn on to make a due date mandatory on new tasks.
Postpone a Task or Event
Once the settings are saved, users postpone items from either place:
- From the Agenda list view: Select one or more items, then click a preset or pick a date.
- From a profile page: Open the task or event in the Agenda box and choose a postpone option.
Need help? Contact support at customercare@pipelinecrm.com.