How To Add Task Dependencies
You can create task dependencies for multiple tasks on a matter.
Go to the Tasks page from left navigation bar
In the tasks table, under the Actions column you will see a button for "Add Dependency".
When you hover your mouse over the icons, it should have a pop up to say "Add Dependency".
Click the "Add Dependency" button from Actions column.
A new pop up window will open with a form to add dependency.
Select the Dependency:
Predecessor
Successor (most common option)
Select the Task that will be the dependent task
Alternatively, you can click "Add New Task" in the Task dropdown to create a new one and add as a dependency at the same time.
Enter Lag Days
Enter Lag Type:
Calendar days (includes weekends)
Business days (excludes weekends)
Click "Save"
Once you have entered all of your task dependencies, you can click the Gantt Chart tab to view how your dependencies associate one task to another.
Example Task Dependency Assignment
When you are selecting the "Add Dependency" button from the task table row for a particular task, let's call the task "Send Document to Client" in the tasks table, then the task "Send Document to Client" will be the predecessor if you choose "Successor" from the Dependency select dropdown.
You can then select the successor task as "File Signed Document from Client" and dependency type "After".
This will ensure the task "File Signed Document from Client" happens after the predecessor task "Send Document to Client".
You can visualize how you are building task dependencies in the gantt chart.
If you have any questions, please feel free to contact us.