Linking Tasks Standard #

When clicking either the Add Predecessor Task or Add Successor Task button you'll see three options:

• Link to a new task
• Link to an existing task
• Manage links for this task

Linking a new task #

Use this option to create a new task and link it to the existing task.

1. Resource #

The resource for this new task can be chosen from the drop down. If the resource is owned by a project member you'll see their profile photo here too.

2. Name #

As you change the name you'll see the name reflected in the link type editor below.

3. Days #

Use this to estimate the number of days the task will take to perform.

4. Link Types #

This panel allows you to check how the first task relates to the second.

Start After/Finish Before #

The link type defaults to Start After so that the second task can start as soon as the first task is finished.

Start Together #

By clicking the Start Together button the second task will scheduled to start at the same time as the first.

Finish Together #

By clicking the Finish Together button the second task will be scheduled to finish at the same time as the first.

5. Lead or Lag #

Use the radio button to indicate that the relationship between the tasks has lead (allowing a level of overlap to occur when take tasks are scheduled) or lag (delaying the start of one task in relation to the other).

Linking an existing task #

To link an existing task, just click the plus button next to the task you want to link.

If your board has a large number of tasks, you can track down the task you're after by:

• Searching for the task by a word in it's name
• Limiting the search for those tasks for a particular resource.

If you'd like to extend the list of tasks to those found in other boards, tick the Show tasks from other levels of the project option.

Manage links #

There are two ways to manage existing links:

• Remove the link
• Edit the link

Remove a link #

To remove an existing link, just click the red cross button next to the link you want to remove.

Edit a link #

Click the pencil button to open the edit link screen.

Here you can change the type of link used and also the amount of lead or lag.