Control Task Order in a Module with Work Order Settings

Last updated: March 13, 2026

Work Order settings let you control whether tasks inside a module can be completed in any order or must follow a strict sequence. Configure it once in the Library and it applies everywhere that module is used.

Before You Begin

You’ll need access to Library › Modules with permission to edit modules.

Step 1: Open the Module Settings

  1. Go to Library › Modules.
  2. Select the module you want to configure.
  3. Click the Settings tab at the top of the module detail pane.

Step 2: Set the Work Order

In the Settings tab, find the Work Order section and choose one of the four options:

  • Any Order — Tasks can be completed in any sequence. This is the default.
  • Customer Tasks Sequential — Customer tasks must be completed in order; internal tasks are flexible.
  • Internal Tasks Sequential — Internal tasks must follow a set order; customer tasks are flexible.
  • All Tasks Sequential — Every task in the module must be completed in order, regardless of type. Best for strict step-by-step workflows.

How Work Order Behaves in Projects

Once set, the Work Order is enforced whenever the module is used in a project:

  • Sequential tasks unlock only after the prior task is completed.
  • If only one task type is sequential, the other type remains available in any order.
  • Updating the Work Order in the Library applies to all future projects using that module.

Tips & Troubleshooting

  • Want to guide customers through onboarding step-by-step? Use Customer Tasks Sequential so customers always progress in the intended order.
  • Need internal setup steps to follow a checklist? Internal Tasks Sequential enforces team workflow consistency without constraining customers.
  • Sequential order not working as expected? Double-check that the task type (Customer vs. Internal) matches the Work Order option you selected.
  • Using linked modules? Editing the Work Order of a linked module updates it across every playbook that uses it.