# Blockers, issues and quality tasks

Learn the difference between blockers, issues and quality tasks, how to report them and how they change a work package's status colour.

Language: en
Canonical: https://support.sitedrive.com/en/kb/blockers-additional-and-quality-tasks

Things rarely go exactly to plan. Sitedrive gives you three ways to record what is standing in the way of finishing a work package, each with a different effect on the schedule:

Type

Use it for

Effect on the status colour

**Blocker**

Something that stops the work, such as missing drawings, a late delivery or an area that isn't ready.

The work package turns **Blocked** (red) until the blocker is closed, even if the work is marked Completed.

**Issue**

Work still to do or extra work that doesn't stop progress, such as a snag, a repair or an additional task.

A completed work package with an open issue shows **Open Issues** instead of **Verified**.

**Quality task**

An inspection point that must be checked, such as "Waterproofing checked".

A completed work package with unmet quality tasks shows **Completed** instead of **Verified**.

None of them affects the progress percentage. Only the tasks on the **Tasks** tab do. See [Tracking progress](https://support.sitedrive.com/en/kb/tracking-progress).

## Before you start

-   To report a blocker or issue on a work package, you need the same rights as for reporting its status. Users with **Report** or **Accept** rights can report on work packages of their own team or where they are an assignee or owner.
-   To close (tick) a blocker or issue, **Report**, **Accept**, **Refine (ltd)** and **Refine** users must be in the work package's team, be assigned to it, or own the work package (or a parent work package). **Schedule** and **Site** users can always close them.
-   The person who created a blocker or issue can edit it, as can **Schedule** and **Site** users. Only **Schedule** and **Site** users can delete blockers and issues.
-   To mark quality tasks met or not met, you need at least **Accept** rights.
-   Blockers and issues belong to a work package in one area. You can't add them to a sum work package or a master.

## Report a blocker

1.  Open the work package panel for one area. In Gantt, select the row and press Enter. In Takt, double-click the work package.
2.  Select **Blocker** below the **Progress** field.
3.  Type a **Name**, for example "Precast delivery delayed". This is the only required field.
4.  Optionally add a **Description**, **Photos**, the **Team** that should remove the blocker, an **Owner** (the responsible manager) and a **Deadline**. The deadline defaults to the work package's planned end and must be a working day.
5.  Check that the **Blocker** toggle is on.
6.  Select **Save**.

![New blocker dialog with Name, Description, Photos, Team, Owner, Deadline and the Blocker toggle](https://support.sitedrive.com/media/help/guide/blockers-additional-and-quality-tasks/01-new-blocker-dialog.webp)

The blocker appears as a count on the **Prerequisites** tab, and the work package turns red when the schedule is coloured by status.

## Report an issue

1.  Open the work package panel for one area.
2.  Select **Issue**.
3.  Fill in the same fields as for a blocker. The **Blocker** toggle is off.
4.  Select **Save**.

The issue appears on the **Tasks** tab of the work package. If you can edit the issue (you created it, or you have Schedule or Site rights), you can switch the **Blocker** toggle later if an issue turns out to stop the work, or the other way round.

## Close a blocker or issue

When the problem is solved, tick it. **Before you start** above explains who can.

-   in the work package panel, in the **Blockers and Issues** list, or
-   in the [Issues view](https://support.sitedrive.com/en/kb/issues), in the **Status** column.

When the last open blocker is closed, the work package goes back to its normal colour.

## Check quality tasks

Quality tasks are a checklist defined on the master work package, so every area gets the same checks.

**Add a quality checklist** (needs rights to edit the work package):

1.  Open the master work package (double-click it).
2.  In the **Quality** section, select **Add quality task...** and type the check.

**Mark a check** in an area:

1.  Open the work package panel for the area.
2.  In the **Quality** section, set the switch to met or not met.
3.  If you set it to not met, a **New Issue** dialog opens with the name "Quality not met: ". Add any details.
4.  Select **Save**. The check is marked not met only when you save the issue, so every failed inspection leaves an issue to follow up.

## How it all adds up

A work package reaches **Verified** (dark green) only when it is Completed and all its blockers, issues and quality tasks are closed or met. This makes Verified a useful handover signal: the trade is done and nothing is left open.

## Good to know

-   A forgotten open blocker keeps a finished work package red. If something looks wrongly red, check the **Prerequisites** tab.
-   "Open Issues" and "Completed" use the same light green. Open the work package to see which one applies.
-   Deleting a work package also deletes its blockers and issues.
-   You can also report blockers and issues from [Sitedrive Mobile](https://support.sitedrive.com/en/kb/mobile-photos-comments-blockers-issues), where the fields are worded slightly differently.

## Related

-   [Working with issues](https://support.sitedrive.com/en/kb/issues)
-   [Tracking progress](https://support.sitedrive.com/en/kb/tracking-progress)
-   [The Issues view](https://support.sitedrive.com/en/kb/issues-and-notifications-views)
-   [Photos, comments, blockers and issues on mobile](https://support.sitedrive.com/en/kb/mobile-photos-comments-blockers-issues)