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CCH Software User Documentation


Dates which are notable and important to your practice can be added as reference points when assigning a relevant deadline to a step in a workflow. These dates are called Offset Dates, and are fully customizable.

To create Offset Dates: 

  1. Create a new Custom Reference Date - the fixed date which is important to your practice.
  2. Create a Date Rule in relation to the reference date – this is used to calculate the deadline for individual tasks given their start date.

Note: The creation or maintenance of dates is controlled by Task Permissions.  (See Security > Task Permissions).

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