What you need to know
Under Needs, a task's card lists what the task waits for from outside it: documents, an outside party's answer, and approvals. Each is a of the task, on one line: its name, where it stands under it with the day, such as Not asked or Asked 11/09, and on the right the one button for what comes next. Request records that you asked for it, by whom and when; Received records that the document arrived, with the file on the task that is the document. The ⋯ beside it holds the rest: Not asked withdraws the request when it is no longer right, Not needed sets the need aside, and History says who asked and when. When a task has more than one document, a line above the needs counts what is done, such as Received: 1 of 2.
A task is done only once each document it needs is received or marked not needed. If the task does not need the document after all, select ⋯ on its line, then Not needed, and give the reason.
Some signed documents also have a place on the record: the MEA on the client organization, an engagement letter and the executed PSA on the engagement, and the draft settlement statement on the property. For these, Received also files the document on the record, and a document uploaded on the record's own page closes the request, so you enter it once, in whichever place you meet it first.
No records
Before you start
- You must be on the task, hold its job role, or be a manager of the project.
- On a task someone else is on, a person who holds its job role asks, marks received and withdraws under their own name, and the person on the task stays on it. An approval request, a hard wait added by hand, withdrawing a hard wait or an approval, and receiving a PSA amendment stay with the person on the task or a manager: those buttons do not show.
- On a task that is under way and that nobody is on, a person who holds the task's job role can act here too. Their first act asks Make it yours?, with the count of the job role's other open tasks that nobody is on; the Take button makes the act and puts them on the task and on those tasks, and Cancel changes nothing. A manager who does not hold the job role is put on that task only, and is not asked. An approval request, a hard wait added by hand, withdrawing a hard wait or an approval, and receiving a PSA amendment put nobody on a task, and stay with the person on it or a manager.
- Request, Not needed and Not asked show once the task is under way: moved out of Not started, into a stage such as In progress, or done. Before that, the lines under Needs show what the task will need, as its checklist does, and only Received shows on a request that is already open. One rule covers the card's working acts: start the task, then ask.
- Request records the ask in WarpCore. It does not contact anyone outside RealAdvice: ask the client or the other party as you usually do.
What to do
To ask for something:
- Open the property or engagement, and open the task's card in its Work panel.
- Under Needs, find the line that reads Not asked, such as Rent roll, and select Request on it.
When a document arrives:
- On the task's card, find the document's line under Needs, and select Received on it.
- In the dialog, choose the file that is the document. The newest file on the task is chosen for you. If the file is not on the task yet, select Add a file: it is added to the task's Files and chosen.
- If the dialog asks for them, fill in the record's values. For the signed MEA, type its version in MEA Version, as the MEA shows it, such as 3.1. Where both sides of the engagement are clients, choose the Side the document is for.
- Select Received. If the document never reaches WarpCore, select Received without a file instead.
Or drop it on the page where it is filed:
- Open the property's Tax Documents page, or its Report PDFs page for the operating statements, or the engagement's Legal page for a PSA amendment. Each open request you may record has its own box, named for the document: above Draft Settlement Statement, or beside Supporting Documents or Engagement Documents.
- Drop the file on the box, or click the box to choose it. The file is added to the list, the request reads Received on the task's card, and the box goes.
Good to know
Upload Files above the list adds a file and closes no request.Good to know
Any other document a task asks for is filed on the property too, in its documents list, so you upload it once: the state form, the recorded deed, the reassessment notice, the appeal letter and the tax bill under Taxes, which Tax Documents lists; the offering memorandum under Property and the operating statements under Supporting, which Supporting Documents on Report PDFs lists. A Dead property does not take it. A PSA amendment is filed on the engagement under Engagement, which Engagement Documents on its Legal page lists; a locked engagement does not take it. Withdrawing the request later leaves the filed copy in the list; to remove a file sent by mistake, delete it there.Good to know
For a document with a place on the record, Received files a copy of the file there first: the MEA under Executed MEA on the client organization's Legal page, with its version, its MEA Execution Date (the day it was signed, typed as MM/DD/YYYY) and Executed MEA ticked; a letter or the executed PSA on the engagement's Legal page; the draft settlement statement on the property's tax documents. When the record already holds the document, the dialog asks nothing and the record does not change. Received without a file files nothing on the record.Good to know
A document uploaded on the record's own page closes the open request for it on that record's work, under the name of the person who uploaded it, with the record's file: the MEA on each engagement the organization is the client of, a letter or the PSA on the engagement and its properties, the settlement statement on the property, and the offering memorandum uploaded on the property's Ingest Data page. A request someone added by hand stays open. The closed request opens the record's file.Good to know
A document that arrives before anyone asked for it is recorded in the same way: select Request, then Received. If the task is not started yet, move it into a started stage first.To withdraw a request:
- Select ⋯ on its line, then Not asked.
- Read the question, then select Withdraw.
Good to know
An outside party's answer and an approval close in their own way: Record an outside party's answer and Approve as Legal, Accounting or Executive.Mark a document not needed
A task is done only once each document it needs is received or marked not needed. Moving it to done before that says, for example, “Not done: Rent roll is not received.”
- On the task's card, find the document's line under Needs. Select ⋯ on it, then Not needed.
- Type the reason in Why it is not needed, then select Mark not needed.
Good to know
Not asked is different: it withdraws the request as a mistake, and the document is needed again.Confirm it worked
- After Request, the line reads Asked, with today's day. Its History says Requested just now by you.
- After Received, the row folds into the line at the foot of Needs, for example 1 received. Select the line to see who marked it received, when, and its file, which you can open from there. Under Files, the file starts with the document's name, for example Rent roll: rent-roll-2026.pdf. When nothing else holds the task, its Blocked line goes away.
- After Not needed, the row folds into the line at the foot of Needs, for example 1 not needed. Select the line to see the reason, who gave it and when. The task can now be done.
- After Not asked, the line reads Not asked again. A document withdrawn this way still holds the task's done.
If it did not work
- A message says “This property was deleted on 10/06/2026; its work is paused until it is restored.” The work's property or engagement was deleted, and nobody can change its work until the record is restored. See A project or its tasks disappeared.
- There are no buttons on the row: you are not on the task, you do not hold its job role, and you are not a manager of the project; or the act stays with the person on the task or a manager. If your access changed while the page was open, a message says “You cannot record this wait on this task. Ask the person on it or a manager of the project.”
- Received in the dialog is grayed out, and a message says “No file on this task yet.” Select Add a file, or Received without a file.
- “Start this task before you request what it needs.” or “Start this task before you withdraw a request.” The task is not started yet. Move it into a started stage, such as In progress, then try again.
- “That wait was closed a moment ago. Nothing was recorded.” Someone else closed it first. The card shows it as it is now.
- Why it is not needed says Required: type a reason, then select Mark not needed again.
- “This need is already received or not needed.” Someone else closed it first. The card shows it as it is now.
- “Start this task before you mark a need not needed.” The task is not started yet. Move it into a started stage, such as In progress, then try again.
- Under MEA Version, MEA Execution Date or Side, the dialog says what is missing. Fill it in, then select Received again. The date is the day the MEA was signed, as MM/DD/YYYY, and not after today. A version in another form is refused with “Write the MEA version as numbers separated by dots, with or without a leading v: for example 3.1 or 3.1.2.”
- “The client organization is locked. Unlock it, then record the document again.”, “This engagement is locked. Unlock it, then record the document again.” or “This property is marked Dead. Nothing was recorded.” The organization or the engagement that holds the document is locked, or the property is Dead, so nothing was filed and the request is still open. Ask whoever may unlock the record, then try again. A locked property still takes its draft settlement statement, as its Tax Documents page does.
- “That file is not in this property's documents. Drop it on the box again.” or, on the engagement's Legal page, “That file is not in this engagement's documents. Drop it on the box again.” The file left the list, or its category changed, before the request closed. Drop it on the box again.
- “That file is not on this task or its project. Choose a file on the task, or add it there first.” The file was removed while the dialog was open. Choose another file, or add it again with Add a file.
- An approval shows Stale: new amendment after you marked a PSA amendment received: on the same work, and, when you marked it on an engagement's work, on the work of each property of that engagement. That is expected: the approval must be given again for the new document. See Approve as Legal, Accounting or Executive.