Assign Tasks and Set Dependencies

Assigning a task

A task can have any number of assignees.

When you create a task, the Assign Task to Me checkbox is ticked by default, so the task starts out assigned to you and appears in your task list immediately. Untick it to create the task unassigned.

To change assignees afterward:

1. Open the task.
2. Find the Assigned to field.
3. Start typing a team member’s name and pick them from the suggestions to add them, or remove an existing assignee with the x beside their name.

Changes save right away, and each one is recorded on the task’s History tab. Assigned team members see the task in their own task list.

Setting task dependencies

Dependencies let you define the order tasks must happen. AECPulse supports two kinds:

• Tasks needed to start this task — other tasks that must be completed before this one can begin
• Tasks to be completed before — tasks that cannot start until this task is done

Adding a dependency

1. Open the task you want to add a dependency to.
2. Find the Dependencies section.
3. To add a prerequisite: use the “Needs to start” field and select the task(s) that must finish first.
4. To add a follow-on: use the “Must be done before” field and select the task(s) that depend on this one.
5. Save.

Removing a dependency

1. Open the task.
2. Find the dependency you want to remove in the Dependencies section.
3. Click the remove (X) button next to it.
4. Save.

Related pages

• Tasks
• Create a task
• Log time with activities