Blockers
Blockers help you surface, monitor & resolve anything that needs to happen before a Task can start (or finish). Use them to stay on top of permits and sign-offs to stop delays before they occur. Add due dates, get visibility on what’s overdue, and tick things off once they’re sorted.
Creating Blockers
Set up a library of Blockers that can be used across the Project. Give each Blocker a name, category, and an optional due date rule so deadlines stay in sync automatically as the plan evolves.
To create a new Blocker type
Click your Project Title in the top left, then select
Project Assets
Select
Blockers
from the menuClick
Configure your Blocker by entering a name, selecting a category, choosing a colour & setting an optional
Automated Due Date
The Blocker is added to the library of Blockers the team can assign to their Tasks
Assigning Blockers to Tasks
One or more Blockers can be assigned to a Task at any time.
To assign Blockers:
On the Gantt, use the Column Picker
to enable the
Blockers
columnClick the Blocker cell for your Task and choose a Blocker type from the dropdown
The Blocker will be added to the Task with a status of
Open
orOverdue
depending on its Due Date settings
To override or reset the Due Date:
On the Gantt, use the Column Picker
to enable the
Blockers
columnClick into the Blocker cell
Select the
...
next to the relevant BlockerSelect
Set Due Date
Pick a new Due Date from the calendar, or select
Reset Due Date
to re-apply the Blocker Due Date rule to the Task
Finding Overdue Blockers
Overdue Blockers are the early warning signs of delay. Whether you're clearing your own list or reviewing risk across the plan, it's easy to surface overdue Blockers and get ahead of what's slipping.
To see Overdue Blockers from the Gantt:
On the Gantt, open the
menu in the top right
Toggle
Show Overdue Blockers
Task Bars with Overdue Blockers will now be marked with an
next to them
To see a list of all Overdue Blockers:
Click the
icon to open the Blockers Panel
A list of all Overdue Blockers and associated Tasks will appear
Overdue Blockers form part of an owner’s Unresolved Issues - items they need to clear before Making Ready, ahead of the weekly Published Version deadline.
Resolving Blockers
Mark a Blocker as Resolved so your team knows that it has been actioned.
To Resolve a Blocker:
Navigate to the Blocker Task Cell or double click on the Task Gantt bar to open it
Click the
next to the Blocker to Resolve it
A date stamp
is added to the Task history to indicate when it was marked as Resolved
View all Blocker information
The Blockers Panel gives you a focused view of everything that’s overdue or upcoming. Filter to see just your own Blockers or the full Project list. You’ll see due dates, task names, and a live view of anything at risk of causing delays - with quick access to resolve things as they’re sorted.
To open the Blockers Panel:
Open the right hand panel
Click the
icon to open the
Blockers Panel
Blockers will be listed and grouped by Blocker Type
Click the
to resolve a Blocker directly from the list
Use the
to choose which Blockers to display
Change the
Owner
dropdown fromMy Tasks
toAll Tasks
to view Blockers across the entire projectToggle
Overdue Blockers only
on or off to switch between seeing just overdue Blockers or all open and overdue Blockers for Tasks in your current view
Blocker Summary
Switch to Summary Mode to get a traffic-light view of each Task. Strip all the Blocker information back to just see a quick count of Blockers, colour coded by status.
Turn on Summarise Blockers from Board:
On Board, open the
menu
Locate
Blockers
and select the>
Toggle
Summarise Blockers
See the
Blockers Summary for each Task
Turn on Summarise Blockers from the Gantt:
On the Gantt, use the Column Picker
to enable the
Blockers
columnHover over the column name & click the
...
Toggle
Summarise Blockers
See the
Blockers Summary for each Task
Filter by Blocker
Filter by Blocker type to focus on Tasks needing a specific permit or sign-off, or by Blocker Status to see what’s still Open, Overdue, or Resolved.
To set a Blocker Filter:
Click
and
Select
Blockers
in the first dropdownSelect from
Is
,Is Not
,Is Empty
orIs Not Empty
Select your desired Blocker Type in the third dropdown
To Filter by Blocker Status:
Click
and
Select
Blocker Status
in the first dropdownSelect from
Is
orIs Not
Pick from
Open
,Overdue
orResolved
in the third dropdown
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