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How To Create A Task Contingent On A Date

When you need a Task to occur before or after the milestone date of an Event associated with a Person, Transaction or Project, you will want to select the option to make the task contingent.


To create a new Task, select the plus sign next to Tasks in the Left Navigation Bar. 

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In the New Task form fill out the Task Details, Who Task is Assigned to, who the Task is for, and the Task Visibility. You will also need to select a Due Date before you finish and click Create Task

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To make this task Contingent, select Make Contingent. Fill in the # of days, select Before/After, & the type of Event. Finish by clicking Create Task. Now your task will be Contingent!

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