What you need to know
Some templates place their tasks on RealAdvice's line of stations, from Introduction to Closure. A project from such a template shows a Route at the top of its page: a map like a subway map, with one circle for each station the template uses. The map shows where the work has got, what is done, and what is still open. A project from a template that uses no stations has no Route.
How to read the map
The work on one engagement. Its first four stations are reached, so Production, the fourth, is the current stop:
A skipped or not-applicable task never counts as reached. So recording early that no appeal is needed does not move the current stop.
The details
Select a station on the map, or select Details, to see the same stations as a list. Select a station to open its chart stops, and a chart stop to open its tasks. Each task shows who is on it and its state, and a line for each wait, approval or exception:
- A line that starts Waiting on says whose turn it is: the client's side, RealAdvice, or a date.
- Cleared or Cleared with 1 exception, with each exception still open and its owner, after an approval. Clearance stale when it must be given again.
- Started without its prerequisites when a manager started the task before the work it waits on was done.
Work that is not on a station
- Side trips, above the map, holds the tasks the line cannot place: a task Added outside the template, or one with No station in the template.
- Interchange lists the work this work meets. On an engagement's work, it lists the work on its properties. On a property's work, it lists the work on its engagement. It shows only the work you can open. Before an engagement has a property, it says “No property yet”.
The line has a station for every phase of the process, but it counts only this work's tasks. On an engagement's work, the stations where the property's work does its tasks say No tasks. So the heading names whose tasks the map counts, such as Route: Engagement intake tasks only, and the line under it says how many tasks this work has and where the other work's tasks are. The line after that says how far the work has got.
Good to know
The Route only shows the work. To do a task, open the property or engagement it is for and use the Work panel. See A project's page.