PROJECTS: Task Dependency

What is Task Dependency? 

* Task Dependency available only for Pinnacle plan

In some workflows you may require certain Task prerequisites be met before continuing through the workflow. This is where Task Dependency comes in, which allows you set specific parameters within the workflow.

IMPORTANT: We disable Task Dependency when a task is assigned to the Master Admin. The reason is that if the task is hidden through some dependency and also assigned to the MA, then no one in the account would be able to edit that task and undo that situation, because it would be hidden from everyone. The MA is able to always view all tasks because of this and rectify any situations where a dependency has been set up that is causing a problem.

How Do I Setup a Task Dependency?

Navigate to Project > Project. and select the Project that you wish to work in.

Click Tasks in the top navigation bar.

Select "Edit" from the Options dropdown menu.The Task Dependency options are located at the bottom of the "Edit" page. You can also follow these same steps when creating a new Task.

Option 1 : Due Date Dependency

The first option is to link the Start Date of the current Task to the Due Date of another Task. To enable this, click the toggle to "On".

Use the dropdown menu to select the Task that you would like the current Task to be dependent upon, and specify the number of Days of Lag. This is used to determine the number of days before or after the Due Date of the selected Task, in relation to to the Due Date of the current Task.

This allows for the Tasks of the Project to remain on a specific timeline, meaning you no longer have to adjust every Task Due Date if one Task falls behind schedule.

Option 2 : Task Status Dependency

The next set of options allow you to dictate whether a Task can be edited or viewable prior to a Task prerequisite being met. 

To prevent editing of the Task, click the toggle to "On". Use the dropdown menu to to select the Task that you would like the current Task to be dependent upon. Then, use the dropdown menu  to choose the Status of the selected Task needs to be marked as to fulfill the condition.

The same functionality can be applied to hiding the Task until the condition has been met.

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