📋 Using Group Dependencies to Control Job Visibility and Workflow Order

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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.

👥 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.

You can hover over any owner's avatar in the Jobs Dashboard or Internal Workspace to see their due date for that specific group. This makes it easy to track where each group stands without opening the job.

🚨 Urgent Jobs in List View and Cards

Jobs marked as urgent now display an urgent icon directly in list view and on job cards. This gives your team an at-a-glance signal for high-priority work without needing to open each job individually.

🔒 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

Example: Judy completes her group. She reassigns the job to Brenda. Brenda's group is now unblocked and the job appears on her dashboard.

🔓 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

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.

⚙️ 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.

🧩 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
Hover over any owner's avatar to see their due date for that group — helpful for spotting bottlenecks at a glance
The urgent icon on job cards and in list view makes it easy to quickly identify high-priority jobs across your dashboard
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