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Drivers

Make Drivers. Make progress.

Updated this week

Tip: use ctrl and + keys to zoom in for a clearer view of screenshots


Defining Drivers

Drivers are the objects that break down large Projects into manageable pieces. Typically these will be nested under Projects.

Integrate offers four types of drivers:

Task: The actual work. Do the thing. These often roll up to a Milestone, or get linked to a Requirement when you need to prove you really did the thing.

Milestone: The “we made it” marker. Nest Drivers under it to show what counts toward it, or tie Tasks to it with Dependencies so the schedule behaves. Milestone are the only driver that can be displayed on the project bar using 'Milestones on Row' display feature.

Requirement: The rulebook entry that refuses to live in a dusty corner. In Integrate, Requirements sit right in your Gantt/Timeline like everything else, get linked to Tasks/Milestones, need dates to show up (think “roughly when”), and can be handed to internal or external folks to verify—often by uploading proof.

Component: A tidy little container Driver for grouping work in Integrate—give it dates, an owner, and a status so everyone can see what’s happening (and what’s stuck).

Tip: you can nest drivers within drivers infinitely.

There are 2 methods to create drivers.


Method 1 - Using the Card

In the object card, go to thesection.

From the drivers menu in the card you can create any of the four types of driver and set the start/target date, and duration.

Tip: all drivers created from the object card will be automatically nested under that object.

Tip: check out how to navigate the Gantt with this article.


Method 2 - Using the Omnibar

Start by selecting the Project/Driver you want to add a driver under.

Once you select the 'Create new nested object' you will see this dialogue box:

Note that the Gantt will provide a preview of the task. Confirm by clicking on


Personalizing and Editing a Driver

From the object card you can do a number of changes to the driver:

  • Lock dates to stop accidental schedule shifts.

  • Unlock dates if it’s time to update or your project has a flexible timeline.

  • Attributes allows you to change the driver type.

Tip: Only the owner of an object can lock or unlock the dates, and change attributes on an object card.

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