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.
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.
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
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
See also:
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
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:
Mark a Blocker as Resolved so your team knows that it has been actioned.
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
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.
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
See also:
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
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 Summarise Blockers
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.
Click and
Select Blockers in the first dropdown
Select from Is, Is Not, Is Empty or Is Not Empty
To Filter by Blocker Status:
Click and
Select Blocker Status in the first dropdown
Select from Is or Is Not
See also: create & share
Set Due DatePick a new Due Date from the calendar, or select Reset Due Date to re-apply the Blocker Due Date rule to the Task
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 the Blockers Summary for each Task
See the Blockers Summary for each Task
Select your desired Blocker Type in the third dropdown
Pick from Open, Overdue or Resolved in the third dropdown
Safety
Environmental
External Stakeholder
Quality
Resource
Other Permit
N / A
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
Multi-Select
Blocker Status
Is Is Not
Multi-Select
