Your first day doing tasks

Your tasks are on My Tasks, under WorkFlow PM in the left menu. Each card is one task. Its column says where it is in your work. You do the work itself on the property or engagement it is for, where the record's Work panel shows the same task.

You need to be on at least one task. Until someone puts you on one, My Tasks shows five empty columns and says Nothing is assigned to you.

1. 1.
   In the left menu, open WorkFlow PM and select My Tasks.
2. 2.
   Read the columns from left to right. They go from work that is parked to work that is finished:

   • Backlog
     Parked: not to start yet, while the task is at this stage.
   • Up next
     Next in line to start.
   • Doing
     Being worked on. This is where the work happens.
   • In review
     Waiting with a reviewer, off the doer’s active list.
   • Closed
     Finished as far as this task goes, at this stage.
3. 3.
   Read a card. Each card says what the task is, what it is for, and what it waits on:

   My Tasks · cards

   Example · sample data

   Gather the income statements

   Harbor Lane Office Park

   Example Holdings — 2026 portfolio review

   Property tax appeal · Intake · Tax Appeals

   Checklist · 1 of 3 checked

   Waiting on

   Client operating statements

   Client: “Signed off”

   Waiting on this

   Value the property (Demo Contributor)

   Value the property

   Harbor Lane Office Park

   Example Holdings — 2026 portfolio review

   Property tax appeal · Ready · Tax Appeals

   Review the assessment notice

   Harbor Lane Office Park

   Example Holdings — 2026 portfolio review

   Property tax appeal · Filed · Tax Appeals

   Done

   1. 1
      The task. Select it to open the project, with this task marked and a Back to My Tasks button.
   2. 2
      What it is for. The property, then its engagement. Work for neither shows its project’s name.
   3. 3
      Waiting on. What the task waits for: a document, another task, an approval, a date, or an outside party’s answer.
   4. 4
      An answer word. An outside party’s answer, in purple and quotation marks. Select it to read what it means.
   5. 5
      Waiting on this. Other tasks that wait for this one, and who is on them. Finish yours and they can go ahead.

4. 4.
   Select a card's title to see the whole project: its values and every task, stage by stage.
5. 5.
   To do the work, open the property or engagement. Its Work panel, on the right, lists your tasks: those for the page you are on first, then all your tasks on the record, with the tasks under way at the top.
6. 6.
   Tick Show finished tasks to see the tasks you finished, marked with their state.

Sometimes a task shows below the columns, under Not on the board. The board says why: “Each of these tasks is at a stage its template gives no column, so the board cannot place it. Ask whoever keeps the template to fill in its grid.” The task is still yours to do; only its column is missing.

• You found your tasks and read what each one waits on.
• You opened a task's project, and know where to do the work.

If you also start work: Starting work on a record.