Change a project's values

A project's values are in Fields, at the top of its page. You change them in place: each value saves on its own, as you make it. Some tasks depend on a value, so a change can make a task live or not applicable. A department manager or a company administrator changes any value. The person on a task that asks a question answers that question, on that project only, here or on the task's card, and so does anyone else who holds the task's job role while that person is on it. The project must not be canceled, and its property or engagement must not be deleted.

1. 1.
   Open the project's page.
2. 2.
   In Fields, select the value to change.

   A project's page · Fields

   Example · sample data

   Client approved the appeal

   Yes

   No

   Assessed value (required)

   County

   Hearing date

   Venue

   Board

   Court

3. 3.
   Type the new value, or pick it from the list. For a yes or no value, pick Yes or No.
4. 4.
   Press Enter or select somewhere else. A pick from a list saves at once.

• To empty a value, delete what is in the box, or select the × on a list, then leave the box.
• To undo a change before it saves, press Escape.

Some tasks ask a question, such as whether to appeal the reassessment. When you are on such a task, its card in the panel Work on this property or Work on this engagement shows the question under Question to answer. Pick or type the answer there; it saves as a value in Fields does. Until it is answered, the task's card on My Tasks says so, for example “Question to answer: Appeal the reassessment”. The same question is open to you in Fields; the other values stay read only.

The question opens once the task is under way: moved out of Not started, into a stage such as In progress, or done. Before that, the card shows it read only, and so does Fields. A manager of the project can still change the value in Fields.

When the task is under way and nobody is on it, a person who holds the task's job role can answer on the card too. The first answer asks Make it yours?, with the count of the job role's other open tasks that nobody is on. the Take button saves the answer and puts you on the task and on those tasks; Cancel saves nothing. When someone else is on the task, a person who holds its job role answers under their own name, and the person on the task stays on it.

On “Verify the recorded sale”, two more questions join the box, each only when it applies: Why no deed was recorded, while the property's recorded deed has not been received, and How the sale was verified, in a state that does not disclose sale prices. The second is saved on the property itself, also once it is locked. They are not in Fields.

The new value stays in the box. If a task changed because of it, a message names each one, for example “A task changed”, then the task and its new state. The task's row in Tasks by stage shows it too.

A line under the box says what is wrong with the value. The usual ones:

• “Enter a number.” Type digits, such as 2450000 or 2,450,000. A minus sign and a decimal point are allowed.
• “Enter a date that exists.” Check the day and the month.
• “Enter a date from 01/01/1800 to 12/31/2100.” Check the year. The box takes years from 1800 to 2100 only, and reads a two-digit year, such as 27, as 2027.
• “Choose one of the options.” Pick from the list.

If a message says Field not changed, or Answer not saved on a task's card, the value was not saved; read its reason. “Only the person on the task that asks this question, others in its job role, or a manager of the project can change it.” means you are no longer on that task, or no longer hold its job role. “Someone changed this answer while you were looking at it. Read it again, then answer.” means someone else answered after the page was read: the box now shows their answer, and nothing of yours was saved. Answer again if it is still wrong. “Start this task before you answer its question.” means the task was moved back to its first stage: move it on first. If a box is read only, it is not yours to change: only a manager, the person on the task that asks it, or someone who holds that task's job role changes it. The project may also be canceled, or its property or engagement deleted.

A ticket has fields of its own, such as its Description, Link and Priority. They are not in Fields: select the ticket's title in Tasks by stage to open them. Anyone in the department who can change work changes them there, a contributor too, the same way: in place, a pick from a list at once and text when you leave the box. Everyone else reads them. A text box grows with its text, so Enter starts a new line. No task changes because of a ticket's value. See Tickets.

A template can say that a task applies only when a value passes a test, for example only when the client approved the appeal. While the test fails, the task is not applicable. Read Why a task is “Not applicable”.