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How to set dependencies on monday.com?

When we started our Automation journey, a main goal of ours was to create a stable foundation for dependency connections between different items. Drum roll.... we're happy to present stage one, Due Date Dependencies 🙌

 

Dependency Column

Have items with due dates that are dependent on one another? Can one item not start until the other is complete? That's where the dependency column comes into play. The dependency column creates vital connections between items that will help to better manage projects

You can add the dependency from the column center:

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Alternatively, you can also add the dependency column from the automation recipe itself:

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Dependency Automation

Now that you've added the dependency column, how do you set up the automation? To add the relevant dependency recipe to your workflow, you will first need to first visit our automation store on the top bar of your board :

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There you will be able to choose from our different recipes and set up the dependency that supports your workflow : 

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Note: Please note that multiple dependencies are not yet supported as well as the ability to populate dates that have not been previously set by a user. All dates must be filled in to a timeline or date column for the dependency recipe to trigger successfully. 

 

So let's dive into the different recipes 😀 

 

Skipping Weekends using Dependencies

You are able to skip weekends on the timeline column but not date columns with these automation recipes. 

To make sure weekends are skipped, you'll first need to set this up in your Admin Settings. To do so, go to your profile picture/avatar on the bottom left corner of your account. Under the "General" heading, click on the tab "Account". There, you'll see the option to "Hide Weekends" under Timeline Weekends. To learn more about this, check this out

 

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Dependency Recipes and Use Cases

1. Ensure that the {date} of an item always starts after the date of its {dependency} item:

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In this use case, using the dependency column and recipe above, we've maintained our waterfall workflow and assured that no timeline will start before the other ends: 

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2. Adjust the {date} of an item to reflect the changes made in the date of its {dependency} item

This recipe will serve us when a change has happened and now we need to push out the dates of the dependent items. In the below example, when a timeline date is shifted out 'x' days, the items dependent on this date are shifted out 'x' days accordingly.

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Important Note: If you'd like to use both "ensure" and  "adjust" recipes (1 & 2) together on the same board you'll have to add an additional date column as choosing the same date column will create a conflict between the two recipes.

  

 

3. Ensure that the {date} of a item always starts after its {another date)

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For this example, we have a set of tasks under "Phase A" and we want to maintain the chronological order of our workflow. To do so, we need to make sure that the "Review status" due date will always start after the "Design status" due date. This is where the below dependency automation comes into play:

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4. Adjust the {date} of a item according to the change in this other date

In this use case, every item has two date columns that are dependent on each other. By using the recipe above with the addition of the second recipe (Adjust the {date} of a item according to the change in the date of its {dependency} item) we managed to set a workflow where all dates are shifting dependently and accordingly:

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Dependency Recipes

  • Ensure that the date of an item always starts after the date of its dependency item
  • Ensure that this date in the item always starts after this other date has passed
  • When a status changes to something, change the status of its dependency to something 
  • Adjust this date to reflect the changes made in this other date of the same item
  • Adjust the date of an item to reflect the changes made in the date of its dependency item

If you are intrigued to learn more about our variety of automations, please check out this article.

And of course, if you have any further questions please don't hesitate to reach out to our customer success team right here at [email protected].