Skip to content

How do I turn a due date into a task?

In the Compliance Calendar, open the three-dots menu on a row and click Create Task. DueFiler makes the task and keeps the due date and the responsible person.

Who can do this: Admin, Partner, Company SecretaryLast checked: 19-10-2026

Create the task

  1. Open Compliance Calendar and find the item.
  2. Click the three dots at the end of the row.
  3. Click Create Task.
  4. Check the Due Date. A due date is needed to create the task.
  5. Click Create Task in the window.
What you will seeThe new task opens. It has the due date and the responsible person from the calendar.

Good to know

  • Each calendar item can have one task. After that, the menu shows View Task instead of Create Task.
  • Deleting a calendar item later does not delete its task.
  • You need permission to create tasks. Ask your Admin if you cannot see Create Task.

Cannot see this on your screen?

  • Your role must be one of these: Admin, Partner, Company Secretary. If it is not, ask your Admin to check your access.
  • Compliance Calendar depends on your firm’s plan. If its menu item shows a small lock, your plan does not include it yet. Ask your Admin.
  • If your firm’s trial has ended, DueFiler is read-only. You can see everything, but you cannot add or change anything.

Was this article helpful?

Still need help? Contact support.