Add a Task Constraint on the Constraints Page

Use the Constraints page to identify any issues or items that may delay the start of a task. This could be a document, drawing, issue, inspection, material, or approval. You can specify the constraint type during creation.

When adding a constraint, you should designate a responsible party, the date the constraint is promised by, and the date the constraint is needed by. Icons are displayed in the Date Needed field if the constraint is needed in the next 7 days or if it is overdue. After a constraint has been resolved, it can be delivered.

The Status field in the table indicates the current state of each constraint. Constraints without a Promised Date are marked Not Planned. Constraints with a Promised Date are marked Planned. Constraints with a Delivered Date are marked Delivered.

To learn more about task constraints, see Understanding Tasks App Concepts.

To add a task constraint on the Constraints page:

In the object selector, select a project.
In the sidebar, hover over  Tasks, and select Constraints.
On the toolbar, select  Add. In the new row, complete the following fields:
- Name: The name of the constraint.
- ID: The unique ID of the constraint.
- Type: The type of the constraint.
- Responsible Company: The company responsible for addressing the constraint. By default, a new constraint is assigned to the current user's company.
- (Optional) Responsible Party: The user responsible for addressing the constraint. The selected user's company is always displayed in the Responsible Company field. By default, a new constraint is assigned to the current user.
- (Optional) Promised Date: The date by which the responsible party agrees to deliver the constraint.
- Date Needed: The date by which the constraint must be delivered without impacting an associated task.
- (Optional) Delivered Date: The date that the constraint is actually delivered. This date cannot be in the future.
All changes made to this page are saved automatically.

Tips

In the table, select a constraint, and then select the  Context menu to add a new constraint, delete the constraint, duplicate the constraint, or deliver the constraint.

Last Published Monday, June 24, 2024