# Blockers {% hint style="info" %} **Who can use this feature?** Task Owners, Assignees and Admins can add Blockers to their Tasks, and Resolve Blockers. *** All Project members can Create & Manage the Blockers Library by default. This can be changed to Admins only in the Project Settings. {% endhint %} 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 menu * Click

* 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

Blocker Categories

Blockers can be assigned to a category that aligns with their type: | Blocker Type | | -------------------- | | Design | | Safety | | Environmental | | External Stakeholder | | Quality | | Resource | | Other Permit | | N / A |

Due Date Rules

* If a Blocker Asset has a Due Date rule set, the Blocker’s Due Date will be applied automatically when added to a Task, based on the Task’s start or end date. * You can edit or remove the Due Date at any time. * Overriding the Due Date will lock it to a specific date. It will no longer update automatically if the Task’s dates change. * Resetting the Due Date will restore the dynamic behaviour: updating automatically based on the Task’s dates and the original Due Date rule.

## 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` column * Click 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` or `Overdue` depending on its Due Date settings **To override or reset the Due Date:** * On the Gantt, use the Column Picker

to enable the

`Blockers` column * Click into the Blocker cell * Select the `...` next to the relevant Blocker * Select `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 See also: Bulk Edits

Blocker Status

Blockers always hold 1 status out of Open, Overdue or Resolved.

Blocker Status	Description
Open	The Blocker has a Due Date that lies anywhere from Today and into the future. Blockers without Due Dates also hold the Status of Open
Overdue	The Blocker has a Due Date that lies anywhere from Yesterday and into the past
Resolved	The Blocker has manually been marked as completed by a Project User

## 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. See also: Make Ready ## 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 ![](https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2FptA8pQQejxgMLavNkYFW%2F%EF%8B%BE.svg?alt=media\&token=ed7c6a98-ee8c-4d73-aa87-8a3e99e04de8) 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 ![](https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2FptA8pQQejxgMLavNkYFW%2F%EF%8B%BE.svg?alt=media\&token=ed7c6a98-ee8c-4d73-aa87-8a3e99e04de8) to resolve a Blocker directly from the list * Use the

to choose which Blockers to display * Change the `Owner` dropdown from `My Tasks` to `All Tasks` to view Blockers across the entire project * Toggle

`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 See also: Export Blockers ## 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 ![](https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2FhgMRXqwLYdaQFyAKUT2t%2FFrame%202249.svg?alt=media\&token=49d48bf3-0793-4c2e-85f1-f39105cb82d0) Blockers Summary for each Task **Turn on Summarise Blockers from the Gantt:** * On the Gantt, use the Column Picker

to enable the

`Blockers` column * Hover over the column name & click the `...` * Toggle

Summary Icon meanings

* Open Blockers appear orange

* Overdue Blockers appear red with an exclamation point

* Resolved Blockers appear green with a tick & the text struck through

## 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 dropdown * Select from `Is`, `Is Not`, `Is Empty` or `Is Not Empty` * Select your desired Blocker Type in the third dropdown **To Filter by Blocker Status:** * Click

and

* Select `Blocker Status` in the first dropdown * Select from `Is` or `Is Not` * Pick from `Open`, `Overdue` or `Resolved` in the third dropdown See also: create & share Views

Filter Breakdown

| Filter | Operator | Value | | -------------- | -------------------------------------------------- | ------------------------------ | | Blockers |

Is
Is Not
Is Empty
Is Not Empty

Multi-Select

| | Blocker Status |

Is
Is Not

Multi-Select