Make a template the usual work

The usual work is the template that starts with every new property, or every new engagement. You choose it on Workflow Templates, with the tick under Default. Each kind of work has at most one: tick another template of the same kind, and the tick moves to it. You need to be a department manager or a company administrator.

• The kind of work must apply to a property or an engagement. Check Applies to on the template's row; a kind that applies to None shows a dash in place of the tick.
• The template must have a published version. New records start from its newest published version.
• The kind of work and its department must be active.

1. 1.
   Open WorkFlow PM in the left menu, select Workflow Templates, and choose the Department.
2. 2.
   On the template's row, tick Default for every property or Default for every engagement. It saves at once.

   Workflow Templates

   Example · sample data

   Template	Kind of work	Applies to	Default	Description	Last changed
   Appeal — Example County	Property tax appeal	None Property Engagement	Default for every property	Informal review first, then the board hearing.	9/15/2026
   Appeal — Sample City	Property tax appeal	None Property Engagement	Default for every property	—	7/21/2026
   New engagement intake	Engagement intake	None Property Engagement	Default for every engagement	—	9/15/2026
   Onboarding a new analyst	Staff training	None Property Engagement	—	The first two weeks of a new hire.	9/15/2026

   No templates in this department yet.

   1. 1
      Default for every property. Ticked: this template is the usual work for every new property.
   2. 2
      Applies to. Must be Property or Engagement for a template to be the usual work.

3. 3.
   To stop having usual work for the kind, untick it.

A message names the template and says it is now the default for every property, or every engagement. If another template was the default, the message names it too, and its tick goes off. The next time someone creates a property or an engagement, Workflow offers this work under Work that starts with it.

• A message says “Publish this template before making it the default: a new record would have nothing to start.” Publish a version first: Publish a version.
• The tick went off by itself: someone changed Applies to for the kind, or moved the template to another kind of work. Tick it again.
• New records are not offered the work: every published version of the template may be retired, or the kind of work or the department may be switched off.