Issue in setting up task or phase after completion of Predecessor task

Can I set up a task or phase to start automatically upon completion of a predecessor task?

Yes, you can have a task or phase to start automatically upon completion of a predecessor task. This can be achieved using the task rule, Start When Dependencies Complete. This rule becomes available once you select a predecessor to the task.

You can enable this rule on a task by performing the following steps:

1. Go to Tasks tab of the project, workspace or template where you would like a task to be started automatically
2. Create a new task or edit an existing task you would like to start automatically
3. Choose a task to populate the Predecessors field
4. Click the checkbox to enable Start When Dependencies Complete
5. Finish filling out the rest of the task details and click OK

For task automation to work correctly, you may have to consider the following two prerequisites:

• All Approvers, Reviewers, Signers etc. must have values populated in the task to be started automatically.
• All documents associated to the task to be started automatically must be in a Draft or Published status (for Signature task, the document must be in Published status) .

This feature also introduces the below notifications which are sent when a phase or task is auto-started or cannot be auto-started by the system:

• Sent to the project owner when a phase cannot be started even though its predecessors have been completed
• Sent to the project owner when a phase has been started because its predecessors have been completed
• Sent to the task owner when a task cannot be started even though its predecessors have been completed
• Sent to the task owner when a task has been started because its predecessors have been completed

The templates for these notifications can be customized by site administrators within Manage > Administration > Project Manager > Project Email Templates.

You can find more additional documentation about self-starting tasks here.

Strategic Contracts > Contract Tasks
Strategic Sourcing
Supplier Information & Performance Management