📋 Using Group Dependencies to Control Job Visibility and Workflow Order

Updated July 2026

Video:

Choose whether task groups run in sequence or in parallel — and control exactly who sees what on the Jobs Dashboard.

Group dependencies give you the flexibility to decide whether team members must complete their work in a specific order, or whether multiple people can work on the same job at the same time. This setting directly controls who sees the job on their Jobs Dashboard — and whether they're notified when it's their turn.

👥 What's New: Owners Instead of Assignee

Jobs with multiple task groups now display an Owners field at the top of the job, showing all team members assigned to any group within that job — not just the person currently responsible.

🔒 Blocked Groups (Sequential Workflow)

When a group is blocked, it is dependent on the group before it being completed first.

The team member assigned to a blocked group will not see the job on their Jobs Dashboard until their group is unblocked
The active group owner completes their tasks and is prompted to reassign the job to the next group
Reassigning the job unblocks the next group, and it will appear on that team member's dashboard
Because the group is dependent, unblocking it also triggers a notification (bell, email, and mobile push if enabled) to the new owner, letting them know the job is ready for them

📝 Note: Notifications for a handoff only fire when the receiving group is set up as dependent on the one before it. If there's no dependency between groups, there's nothing to trigger a notification — see the Unblocked Groups section below.

Example: Judy completes her group. She reassigns the job to Brenda. Brenda's group is now unblocked, the job appears on her dashboard, and she receives a notification that it's ready for her.

🔓 Unblocked Groups (Parallel Workflow)

When a group is unblocked, it does not need to wait for the previous group to finish.

Both team members see the job on their Jobs Dashboard at the same time
Both can check off their tasks independently and simultaneously
Since there's no dependency between the groups, there's no handoff notification when one group finishes — checking the Jobs Dashboard directly is the best way to stay on top of new work

Example: Judy and Brenda are both assigned to separate groups with no dependency. The job appears on both of their dashboards right away, and both can work at the same time — neither receives a notification when the other's group is complete, since there's no dependency to trigger one.

⚙️ How to Set or Change a Group Dependency

Open or create a job in the client's Internal Workspace
Locate the task group you want to adjust
Click the link icon next to the group name
Toggle the dependency on or off
Click Save

A group showing a Blocked indicator is waiting on a prior group to be completed. Removing the dependency unblocks it immediately — and also means its owner won't receive a handoff notification going forward, since there's no longer a dependency to trigger one.

🧩 Mixing Both in the Same Job

You are not limited to one approach. Within a single job, you can:

Have two groups running in parallel (both unblocked)
Add a third group that is blocked until one or both of the earlier groups are done

This makes it easy to build workflows that reflect how your team actually works.

🧠 Tips

Use blocked dependencies for true handoff workflows — for example, a preparer finishing before a reviewer begins
Use unblocked groups when team members can divide and conquer sections of the same engagement at the same time
The Owners field at the top of the job gives you a quick summary of everyone involved, regardless of dependency status
If a team member cannot check off tasks and sees a blocked indicator, this is by design — their group is waiting on a prior group to be completed
Notifications for a handoff are tied to dependency status — only blocked (dependent) groups trigger a notification when they become unblocked. For unblocked groups, checking the Jobs Dashboard is the way to stay on top of new work