Add and Manage Task Dependencies

Add, edit, and manage dependencies within template items so that tasks execute in the correct sequence and follow defined dependency rules.

Before you begin

Role required: admin, task plan template user

• The template must be in Draft state to create or modify dependencies.
• The user must be granted edit access permissions.

Procedure

1. Navigate to All > Task Plan Template..
2. Open a task plan template.
3. In the Task Plan Template Dependencies related list, select New, or open the Dependencies form.
4. Complete the required fields, including Predecessor, Successor, and Dependency Type.
5. Enter the minimum and maximum lag times, if applicable.
6. Select Save to create the dependency.
7. Apply the template to generate tasks with dependencies:
8. Open the record where you want to apply the template.
9. Select Apply Template.
   The system generates task records based on the template items. Using the dependency rules configured in the Task Plan Template Dependency table, corresponding dependency relationships are created between the generated tasks in the sn_task_dependency_m2m table.