Linking tasks

If there is a dependency between tasks, you can link the tasks to make an association. For example, if one task cannot be started before another task is completed, then you can create a link. A link ensures that the tasks are completed in the correct order.

  1. Select Financials > Shared Processes > Close Management > Setup > Close Setup > Manage Process.
  2. On the Manage Process tab, select a task, right-click, and select Link.
  3. In the Close Task name field, select Cannot Start or Cannot Complete to indicate that the task cannot start or complete before another task.
    Tasks that are linked must be under the same top-level process. You cannot link tasks that are under different processes.
  4. In the Before field, select the task upon which the linked task is dependent.
  5. Select the Wait For Approval check box to wait for an approval before the task can run.
  6. Provide any applicable notes in the Notes field.
  7. Click OK.