In Uku, you can set task dependencies. Dependent tasks are a great way to create connected workflows. Marking dependence means that the next task will appear on your dashboard only when the previous one is marked as done. For example, it is good to use dependent tasks when onboarding new clients.
NB! Marking dependence means that a task depends on the previous task. The last task (the task that you set a dependency on) must be marked as done - then the next assignment will appear on your dashboard.
Related tasks must be in a logical order by date. For example, if task B depends on task A, the start date of A cannot be later than B's.
The "Submit documents" task is related to the "Receive documents" task. When "Receive documents" is marked as done, "Submit documents" will appear on the dashboard. Before marking it done, the task will not appear on your dashboard.
How to create task dependency for a one-time task?
Before assigning dependencies, ensure you have entered all the necessary tasks into Uku.
Choose the task you want to assign the dependency, i.e., the task that should open after marking the first task as done.
Click on the three-box icon in the task footer to set the relationship. Clicking on it opens the "Depends on" field. The drop-down menu lists this client's tasks within 45 days.
Select one or more tasks from the drop-down menu that must be marked as done before this task. When selecting multiple jobs, all selected tasks must be marked as done for the given task to be displayed on your dashboard.
How to create task dependency in the templates and work plan?
Create dependency tasks in a template or work plan assigned to the client to avoid manually entering the dependencies. Creating them in the template or work plan is the same as with one-time tasks. Read more about how to create a template and work plan.
NB! Dependent recurring tasks can only be in the same period, e.g., week, month, or year.