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GTN53
Level 2
December 18, 2023
Question

Change Task Status depending the predecessor status

  • December 18, 2023
  • 2 replies
  • 2180 views

How to change the status of a task based on the status of the predecessor task ?

See atteched file.

 

Is there a way to have a task status controlled by the status of it's predecessor? Specifically what I am looking at doing is when a task status is marked complete the task that is dependent upon it could change to a Custom Status. For example we have a testing task that has an approval process tied to it that when it is moved to Awaiting Testing the approval process is kicked off. When the development task is completed then the testing task can be started; but all we are doing on the testing task is alerting the approver to test and reject or approve the task. If what I am asking for is possible then this process can be fully automated. My vision is that the staff member assigned the development task would complete that task and the approval request would automatically be generate without requiring manual intervention just to move the testing task to the custom status called "Awaiting Testing"

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2 replies

NicholeVargas
Adobe Employee
NicholeVargasAdobe Employee
Adobe Employee
December 18, 2023

You would need Workfront Fusion to automatically change task statuses based on predecessors. If you don't have Workfront Fusion, it would need to be a manual process of changing the task status. There are email notifications that can be triggered to let a user know their task is ready to start or I'd recommend a custom dashboard to surface both predecessor and successor task statuses. 

G
GTN53Author
Level 2
December 18, 2023

Hello Nichole, Thank you for your reply. We unfortunately don't have Fusion. How do I enable an email notification when a task is ready to run?

Regards,

Gilles

NicholeVargas
Adobe Employee
NicholeVargasAdobe Employee
Adobe Employee
December 18, 2023

In the section for Information about work assigned to me, there is an email notification for "All Predecessor Task Completion to Task Dependents" that can be activated (it is inactive by default), which would send an email to the task assignee when all predecessors of their tasks are completed.  You can view the list of all available email notifications here. 

    skyehansen
    Community Advisor
    skyehansenCommunity Advisor
    Community Advisor
    December 18, 2023

    Is there some reason this testing task has to be a separate task? My first thought is that if the approver only needs to be alerted (and does not have to show planned hours/capacity), I would ask the people on the development task to set their task status to Awaiting Testing, and kick off the approval process there. Then have the tester approve and set the task to complete. If the custom status already equates complete, then they wouldn't even have to make the extra step to change the status. Just approve and move on with their life.

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