Source: https://guthlabs.ai/docs/project-templates/outreach-campaign/deadlines/

project template / candidate

# Outreach campaign — deadlines

The distinct deadlines record for Outreach campaign. This page is proposal-only.

Status: **proposed**Lifecycle: **candidate**

## Record status

**Record ID**: project:outreach-campaign

**Parent lifecycle**: candidate

**Page lane**: app_features

**Lane lifecycle**: proposed

**Owner**: Not separately recorded

**Owner role**: Not separately recorded

**Owner status**: Not separately recorded

**Qualification result**: NOT RUN · held for evidence and human review

**Working browser surface:** [Project templates & workflows — overview](<https://guthlabs.ai/labs.html#templates-workflows>) — Create a local project from this template and validate its forms. This route is local-only; provider, credential, database, customer, publication, deployment, and production effects remain held.

## Deadline and workback rules

- Every milestone and actionable task must have an owner, status, and due date or an explicitly recorded reason for omission.

- Use dueAt, priority, completion state, tags, and revisions for workback tasks; do not treat recurrenceCandidate as an executed schedule.

- Set the target outcome date before calculating the workback.

- Reserve separate deadlines for research completion, evidence review, draft completion, approval, and closure.

- Hard deadlines require a timezone and source; soft deadlines require an owner who can reschedule them.

- A missed deadline creates a visible exception task and risk record; it does not trigger an external action.

- Conflicting deadlines remain unresolved until a named owner records a decision.

- Final external sending is never a project-completion condition unless separately performed and verified by a human outside this proposal.

- Target completion date is required before generating a workback.

- Milestone dates must not be later than the target date unless explicitly marked post-campaign follow-up.

- A dependent milestone cannot be completed while its dependency is incomplete or held.

- Every outreach stage must have an owner, due date, and review status.

- Overdue items are calculated locally from dueAt and completion state; no notifications are sent.

- Missing target date, owner, recipient, evidence, or approval produces a visible incomplete state rather than an implied pass.

- Rescheduling creates a revision and preserves the previous due date; it does not silently overwrite history.

- Recurring items are only labelled recurrence candidates and never become hidden automation.

## Workback sequence

- Create the campaign project and assign an owner.

- Set the target completion date and define the campaign objective and success criteria.

- Add account dossier records with source-labelled notes and local file references.

- Define ordered outreach stages and assign each stage an owner and review requirement.

- Create the workback from the target date, including dependencies, buffers, and review milestones.

- Draft account-specific messages and link each draft to its dossier, stage, and source context.

- Run completeness checks for missing evidence, recipients, dates, dependencies, and approvals.

- Submit drafts and proposed stage transitions to local review.

- Record approval, hold, or revision decisions with receipts and revision history.

- Review the PointGuard projection and campaign status; keep all external sends and provider writes held.

## Scheduling records

- to-dos with dueAt and owner tags

- workback milestone records

## Sources and evidence

These pointers bind the page to evidence. They do not grant authority or collapse verification into deployment.

- `source_record:project:outreach-campaign`

- `NotebookCollectionKind.project`

- `NotebookTodoPayload.dueAt`

- `Notebook Agenda deadlines/workbacks`

- `PointGuard`

- `Notebook records provenance and revisions`

- `/app/notebook/projects/`

- `/app/notebook/to-dos/`

- `/app/notebook/agenda/`

- `/app/notebook/messages/`

- `/app/notebook/approvals/`

- `/app/notebook/files/`

- `/app/notebook/agent-logs/`

- `Notebook records provenance and revision contract`

- `PointGuard persistent cross-app context surface`

- `Web boundary: provider, credential, database, customer, publication, and production effects held`
