Records are where real work happens in Unifize. This section covers how to manage and interact with active records—helping you drive action, set priorities, and keep tasks on track.

From setting deadlines to flagging what needs attention, this section helps you get the most out of every record you touch.

Managing deadlines and urgency is essential for staying on top of your records in Unifize. Every record can be assigned a Due Date and a Priority Level—making it easier to focus on what matters most. These settings are reflected visually within records and the record list, helping you and your team identify overdue or critical items at a glance.

This article covers how due dates and priorities work, where they appear, and how they impact visibility in your workspace.

How to Use

Setting a Due Date

1. Open a record.

2. In the record header, click the calendar icon beside the due date.

3. Select a date from the calendar view. The field saves automatically.

Note: If the due date passes, the calendar icon will turn red, indicating that the record is overdue.

1. Click the flag icon next to the “Priority” label in the record header.

2. Choose from the following options:

Based on the priority set, the icon updates visually to match your selection (as shown above).

• Due Date: Visible to all participants.

• Priority: Shows the selected flag icon.

• Records with Critical or High priority appear higher in the list.

• If a record is overdue, it shows:

  • A red clock icon and "Pending" status in a red block.

• Set due dates for any record that requires time-sensitive action (e.g., CAPAs, reviews, approvals).

• Use priority flags to help your team focus on what’s most urgent.

• Review your My Inbox or Manage View by sorting/filtering based on:

Due Dates and Priorities in Unifize are lightweight yet powerful ways to organize your workflow. From visual flags to overdue warnings, the system ensures you're always aware of what needs immediate attention—without clutter or confusion.

For more related workflows, explore:

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