To view individual task dependencies for an estate management case

The procedure to view individual task dependencies for an estate management case is as follows:

Using the Advanced search spy-glass (), select Estate Management Case as the Search for and Search by category, and enter the Case reference as the search criteria 1.
With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Estate Management Case Details window is displayed.
Click on Tasks. The Tasks tab is activated, revealing all ad hoc tasks assigned to the estate management case, together with those included in the underlying workflow structure, as displayed in the Tasks summary table.
Double-click on the specific task to be analysed for 'parent' and 'child' inter-dependencies. The Estate Management Task Details window is displayed.
Click on Related Tasks 2. The Related Tasks tab is activated, revealing the Predecessor Tasks and Child Tasks summary tables, containing those inter-related tasks within the overall workflow structure where a 'parent' or 'child' dependency has been forged 1. Certain fields are worthy of special note and are captured in the table below 3.

Tip

1 By default, all dependent tasks are sorted chronologically by their actual start date (most recent at the top); to aid analysis, rows can be reordered by clicking on any of the available headings.

Note

1 Additional search criteria may need to be employed (e.g. start date ranges, target inspection date ranges, company, status, inspection type) to ensure that the correct estate management case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.

2 This option is activated only in the instance where the task exists as part of an inter-related workflow structure.

3 Use the summary table Menu option to hide or reveal additional columns of information.

Field	Description
Task	The name of each dependent task within the overall workflow structure.
Assigned To	The allocated owner of each dependent task.
Start Date	The anticipated or actual start date for each related task, as appropriate, taking into account any other workflow dependencies.
End Date	The date on which each dependent task was completed, as appropriate.
Status	The current progression status for each dependent task i.e. Pending, Live, Complete, Cancelled, On Hold, Bypassed.

See related topics...

Estate management task administration overview

To define the automatic task path for an estate management inspection type

Using the search facility