Create & Manage Task Dependencies

Tasks that are part of a Schedule can have an associated predecessor or dependency to Tasks that are also part of the same Schedule.  Any Task can have one predecessor, and more than one dependency.

With the release of the new schedule grid view in April, and the Gantt view in May, Task dependencies are the latest step in our vision to make the planning of work easier, faster and more visual.

Please review this article for a walk-through of how to create and manage Task Dependencies.

What permissions are needed to create Task Dependencies?

The ability to create Task dependencies is permission based. Users will need 5 particular permissions, within the Tasks permission grouping:

  • Task | Add
  • Task | Delete
  • Task | Delete Others
  • Task | Update
  • Task | Update Others

Lacking any one of these permissions, will mean the user cannot use the dependencies feature.  

How to create Task Dependencies - Task View

Linkages to predecessor/ dependencies can be created from any Task details page (aka where you are looking at a full screen view of a particular Task). You can access a Task details page by clicking its name on the Grid View, on the Gantt View, or from any screen where you see a list of Tasks.

Here in the full screen/ detail view of my Task, the Dependencies function appears in the bottom right of the page.

  1. Add a predecessor to this Task by clicking + New Predecessor
  2. Add a dependency to this Task by clicking + New Dependency

Clicking New Predecessor or New Dependency will display a search box. From here, select the appropriate predecessor or dependency for this Task from others on the same Schedule. Click Create Linkage to complete the action.  

To remove the predecessor or dependency, or to choose a different one from the Schedule, just click Unlink.

Bad date relationships will be highlighted

Bad date relationships will be highlighted

Should you save a predecessor or dependency link to a Task where the dates don't work - for example, the dependent Task dates occur before the predecessor Task dates - the offending Task will be marked in orange.

We'd recommend you choose to Unlink this Task, or change the dates of the Task so the linked relationship flows better.

How to create Task Dependencies - Gantt View

Linkages to predecessor/ dependencies can be created from the Gantt View of any Schedule. Just hover over any Task and a small button will appear at either end of the task bar.

Use your mouse to create predecessors and dependencies.

Once saved, if changes need making, just click the connective line to Unlink Tasks.

Bad date relationships will be highlighted

Should you save a predecessor or dependency link to a Task where the dates don't work - for example, the dependent Task dates occur before the predecessor Task dates - the offending connective line will be marked in orange.

We'd recommend you choose to Unlink this Task, or change the dates of the Task so the linked relationship flows better.

Effects of Dependencies

A great aspect of adding dependencies relates to Task statuses.  Above, my Sketching/ Roughs task assigned to Jimmy is sitting in an Assigned status. Jimmy would see this Task on his Dashboard, and could begin work on it. The dependent Task of Design for Sean is sitting in Draft status. It depends on Jimmy's work to be done, in order for it to start.

When Jimmy has done his work, and moves the Task to a Completed status, Sean's Task automatically moves to an Assigned state. Should Sean have system alerts set up, he would receive notice that this new Task is on his plate.

We welcome your questions or concerns: support@functionpoint.com

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