If dependencies are enabled for your org, tasks can become dependent on one another based on your specifications. With dependencies, rescheduling a task will reschedule all of its dependent tasks as well. In addition, Project Start and End Dates will automatically adjust based on the task dates.
If dependencies are not enabled in your org, your admin would first have to enable them.
Before you start adding task dependencies, make sure that the tasks are scheduled.
Add Dependencies in Plan View
Example One - Forward Driven Tasks
For forward driven tasks, you can make the Start Date of Task Two dependent on the End Date and the Duration of Task One.
In this case, if you move Task One, Task Two will update accordingly. However, if you move Task Two, Task One does not move.
Moving Task 1 automatically moves Task 2
Moving Task 2 does not move Task 1
Example Two - Backwards Driven Tasks
For backwards driven tasks, you can make the Start Date of Task One dependent on the Start Date and the Duration of Task Two.
In this case, if you move Task Two, Task One will update accordingly.
Moving Task 2 now moves Task 1
Add Dependencies Through Task Details
You can also create task dependencies through the Task Details.
- Open Task Details.
- Use the lookup Dependent On field to make a connection between two tasks.
- Add an Offset to determine if it is a forward driven connection or a backward driven connection. If it is a forward driven connection, the arrows will point down towards the next task. If it is a backward driven connection, the arrows will point up towards the previous task.
- From Setup, navigate to Create | Objects.
- Select TaskRay Project or TaskRay Task.
- Scroll down to the Field Sets section and click Edit next to TaskRay Task.
- Move the Dependent On and the Offset fields into the In the Field Set container.
- Click Save.
You can remove dependencies if necessary. The simplest way to do this is in Plan View.
- In Plan View, click on the dependency arrow between tasks to select it.
- Press delete on your keyboard.