Key ideas
Why Workflow works the way it does.
If something is wrong
Start from what you see.
Everything in this area
Doing the work
Move a task on along its stages from the Work panel.
Drag a card to another column, or use its ⋮ menu; finish, stop or reopen a task.
Put your tasks in the order to pick them up, and the open tasks of a tag, on your Dashboard.
Report a problem, share an idea or ask for IT help on Tech requests, and change or withdraw your own request.
Keep a request that is personal, or shows a client’s details, between you and Tech / Development.
Put documents on a task, a project, a group or a Tech request, ask and answer in its comments, and open, save or remove files.
Say Me too on a request that affects you, and comment, reply, and change or delete your own comments on Tech requests.
Report a problem, share an idea or ask for IT help with New ticket on the ticket project's page.
Put yourself on a ticket that nobody has taken yet, with Take it.
Request what a task waits for, mark it received, or withdraw the request.
Record where a client or other party stands, correct a recorded answer, or mark their sign-off not needed.
Give the approval a task waits for, with any exceptions and who owns them.
Close an exception an approval named, with a note on how, or open it again.
Record that the closing party confirmed the closing date, and confirm again after it changes.
Answer for each party of the engagement whether it had issues, and change an answer after Done.
Check each item of a task's checklist when it is done, and see who checked it and when.
Type the version and the signing date of a client's signed MEA on its organization's Legal page.
Finish Close the file or Mark the property Dead with its reason: the property's Status follows its work, and nobody sets it by hand while the work runs.
Check and edit an engagement's fee percents and estimation share, beside each side's appraisal fee.
Pick, change or clear the transaction coordinator on an engagement's Overview, and see when WarpCore names one.
Confirm a line of an engagement's Roadmap, and send, accept or record one of the six hand-offs between teams.
Enter a state's notice day and appeal deadline rule once, and every property in the state gets a due date to recommend an appeal.
Starting work
Start the usual work, or another kind, from the record or from No Work Yet.
Start work that belongs to no property or engagement, from Workflow Projects.
Running the work
Put a person on a task, or take them off, from the project page.
Give a task you are on, and your other tasks of the same job role, to a colleague.
Enter, change or empty a project's values, and see which tasks change with them.
Take a task out of the plan, and put a skipped or not-applicable task back.
Add a person to one project so they can see it and be put on its tasks.
See every engagement with a milestone past due, whose date it is, and who is on it.
Read the reason an engagement is at risk on the Tracker, and the milestone it sits on.
Doing the work
Return from an engagement you opened on the Tracker to the same view, with the same engagements open.
Walk a new colleague through the process and their part of it on My Route, one stop at a time.
Running the work
Read a KPI on Department health, then open the cases behind its number.
Choose the oldest MEA version a client's signed MEA may be and still count as current.
Stop a project without deleting it, and start it again later.
Groups
Make a group, then add the projects you want to follow together.
Act on one task across a group's projects in one go, with a preview of what will be refused.
Close a group you no longer follow. Its projects are not touched.
Templates
Create a template from nothing or from one you have, write each section, and publish it.
Add a field, then a condition, so a task applies only in the right cases.
Record that a task waits for another task, a document, an outside party, an approval or a date.
Set each task's column at every stage, one square at a time or many in one go.
Fix what the checklist lists, then publish so work can start from the version.
Revise a published version into a new draft, change it, and publish it again.
Stop offering a version for new work. Projects already running on it go on.
Give running work a fix from a newer version, one project at a time, when the change is safe.
Make a new template from a version of another, under a new name.
Delete a draft nobody wants, so the template can be revised again.
Choose the template that starts with every new property, or every new engagement.
Add a department so it can have its own templates, projects and people.
Give the tasks of a template tags from the company list, in every version at once.
Say which departments do each task of a template, and so whose numbers count it, in every version at once.