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  • How to Use Blockers:
  • Add your Blocker
  • Assign your Blocker
  • Resolve your Blocker
  • Track your Blocker

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  1. Guides
  2. Feature Walkthroughs

Blockers

Last updated 10 months ago

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Blockers, also known as "Make Ready Tasks," help you identify and track actions that must be completed before a task can begin. They act as flags, letting you know what needs to be done (open status) and what hasn't been done on time (overdue status). This can help prevent delays in your project schedule.

To see a walk-through, click through the player below or scroll down for a breakdown of Blockers:

How to Use Blockers:

Add your Blocker

  • Go to "Project Assets" and select "Blockers" followed by "Create Blocker."

  • Give your Blocker a name, choose a category, assign a colour, and set an automated due date (optional). You can set the due date a specific number of days before the task's start date or after a specific state is reached.

Assign your Blocker

  • Open the "Blockers" column from the column picker.

  • Click on the Blocker cell for the relevant task.

  • Select one or more Blockers from the list.

Resolve your Blocker

  • Once a Blocker is complete, select it to mark it as resolved.

  • It becomes overdue if a Blocker isn't resolved by its due date or the task's start date. It will remain overdue until resolved, or the due date is changed.

Track your Blocker

Once the Blockers are set up on your tasks, there are ways to track the Blockers you have added:

  • The right hand panel displays all Blockers assigned to tasks. You can customise the view to show your Blockers, all Blockers, or just overdue Blockers.

  • The Blockers section within the Task Panel shows Blockers relevant to your lookahead period. You can further customise this view to see.

  • The Gantt View Options menu lets you toggle showing overdue Blockers next to tasks, visually highlighting potential delays.

  • On the Map View, the work area colour can be changed to reflect the colour of assigned Blockers.

  • In the Published Version summary, overdue Blockers are listed as part of the Make Ready plan and are flagged as unresolved issues for the task owner.

  • On the Blockers column, choose to summarise Blockers on the Gantt.

  • When setting an Automated Due Date, you can add the number of days and select from 'before Start Date' or 'after State Date'.

  • There is an option to Automatically add a Blocker to new tasks.

  • Change permissions for creating & managing Blockers on the Project Settings page.