You can establish task dependencies with successor and predecessor links. Dependencies define relationships among tasks that determine their order. Predecessors identify tasks that must be completed before their successor task can be started.


Predecessor and Successor

Using predecessor and successor relationships can help you improve project scheduling and allows you to determine how to shorten the critical path of the projects you are working on.

Create/Remove a Link from Task Detail Panel
Create/Remove a Link from Gantt Chart
Predecessors and Successors Links in OneDesk’s UI
Workflow Automations with Predecessors and Successors


Create/Remove a Link from Task Detail Panel


You can create or remove a predecessor and successor relationship link from within a task’s detail panel. To do this, follow these steps:

Step 1: Open the detail panel of the task that will become the predecessor or successor.

Step 2: Click the Subtasks & Links tab in the top right.
Subtasks & Links

Step 3: Click Add Linked Items.
Add Linked Items

Step 4: From the drop-down, select either preceded by or succeeded by.
predecessor and successor

Step 5: Pick the task that will become the predecessor or successor to the task that you have opened.

To remove this link from here, simply click on the X beside the link and click Yes.
click yes


Create/Remove a Link from Gantt Chart


You can create or remove a predecessor and successor relationship link from the Gantt chart. To do this, follow these steps:

Step 1: Open up the Tasks application.
Tasks Application

Step 2: Click Gantt to open up the Gantt chart view.
Gantt View
Step 3: Locate the tasks that will become linked with the predecessor and successor relationship.

Step 4: Hover over the end of the predecessor task’s bar. When the circle appears, click and drag it to the start of the successor task’s bar.
Link

To remove this link from here, simply click on the line connecting the two tasks and click Yes.
Remove link

Note: There are other kinds of task dependencies that can be created in the Gantt chart:
Start-to-start: tasks must start at the same time.
Finish-to-finish: tasks must end at the same time.

In the task detail panel, the predecessor or successor of a task can be accessed under the Subtasks & Links tab. You can click through to jump from one to the other. The successor task is identified under the “Succeeded By” heading. The predecessor task is identified under the “Preceded By” heading.
Preceded By Succeeded By

In the Gantt chart, a line represents the predecessor and successor relationship.

You can use the smart rescheduling tool on a project to reduce the overall duration of your projects. The smart rescheduling tool will take into account successor and predecessor relationships when it is applied.

Rescheduled Tasks

You can also follow the highlighted critical path in a project to figure out what predecessor and successors can be addressed to shorten the project timeline. Working on one of the tasks in the project critical path helps you shorten it.


Workflow Automations with Predecessors & Successors

You are able to create workflow automations based on predecessor and successor relationships, letting you automate actions and updates based on this link.

For example, you can automatically update the status of a successor when its predecessor is completed.

Predecessor Completed

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