Dependencies & checklists

Dependencies and checklists express what must be finished before a task can be completed. They prevent a completion update from skipping unfinished prerequisites.

Add dependencies

Provider admins and provider team members can set dependencies while creating or editing a task.

1. Open the task and select Edit task.
2. Find Depends on and select the predecessor task or tasks. Hold ⌘ on Mac or Ctrl on other keyboards to select multiple entries.
3. Select Save task.
4. Review Waiting on and Holds up in the task’s Delivery impact section.

Dependencies must be committed tasks in the same project. You cannot select the task itself, duplicate a predecessor, create a cycle, or depend on a pending or declined request. A shared task cannot depend on hidden internal provider work. Up to 30 dependencies are supported.

All predecessors must be Completed before the dependent task can complete. Editing a dependency or its dates does not automatically reschedule downstream dates.

Add and finish checklist items

1. Open the task and find Checklist.
2. Enter the next step in Add a checklist item.
3. Select Add checklist item.
4. Check each item as it is finished.
5. Complete the task only once every item is checked and its dependencies are complete.

A task supports up to 50 checklist items. Provider users can manage task checklists. Client users can act on client-owned tasks that are unassigned or assigned to themselves; another user’s assignment and internal work remain restricted.

Change a completed checklist

Reopen the completed task before adding unfinished work or unchecking an item. The app rejects an unfinished checklist on a task that is still Completed. Once the added work is done, finish the checklist and submit completion again, including any required provider approval.

Resolve common blocks

A predecessor is missing from the selector. Check that it is in the same project, accepted as committed work, and compatible with the task’s visibility.

The app reports a cycle. Follow the Waiting on chain. A task cannot eventually depend on itself; remove or reorganize the conflicting dependency.

All checklist items are checked but completion fails. Check every predecessor’s actual status. A task in Review is not Completed. Also check whether the project is frozen or your role permits the update.

Dates did not shift. Dependencies govern completion requirements. Update affected task dates explicitly if the schedule changes.