Glossary

These are the words Workflow uses, with what each one means. Select a purple word to see its meaning on its own. For the same words in the order you meet them, read Key ideas in five minutes.

• “checklist”
  The items to confirm while you do a task, one line for each item. The template gives the items. The people on the task, or a manager, check each item when it is done. A checklist never stops a task.
• “condition”
  A test on a value. A task with a condition applies only when the test passes. Until then it is not applicable.
• “coordinator’s checklist”
  The transaction coordinator’s list of facts to confirm for a whole engagement, phase by phase. WarpCore ticks a line when the record shows the fact; a person confirms the other lines. It is not the checklist on a task’s card.
• “department”
  A team that runs its own work in Workflow, with its own templates, projects and people.
• “dependency”
  Something a task waits for: another task, a document, an outside party, an approval or a date.
• “ending”
  A stage where work finishes. When work gets there, the person picks an outcome.
• “field”
  A value that a project records, such as a yes or no answer, a date or an amount.
• “group”
  A set of one department’s projects that you follow together on one board.
• “hand-off”
  One record that passes an engagement’s work from one team to the next. The sending team fills it in; the receiving team accepts it, with the date.
• “kind of work”
  A type of work, such as a property tax appeal. It says if the work belongs to a property, to an engagement, or to neither.
• “my route”
  Your part of the whole process, on the route map: the tasks your job roles own, the client’s tasks you wait on, and the tasks of a department you run. The whole line is the route; another person’s part is that person’s route. It changes nothing.
• “outcome”
  How work finished, such as Filed or Withdrawn. The template gives the choices.
• “phase”
  One part of an engagement’s work, from Scoping to Closure, as the Roadmap and the Tracker name it. Each phase groups one or two stations of the process.
• “project”
  One piece of work started from a published template, often for one property or one engagement.
• “roadmap”
  The tab of an engagement’s Workflow page that shows the coordinator’s checklist, phase by phase, with what is done, what needs attention and what comes next.
• “stage”
  A named point that work moves through, such as Intake or Review. Each task is at one stage at a time.
• “stop work”
  A manager’s act after a No-go, a lost bid or a client who declines. In one act it cancels the engagement’s work and drops each of its properties that has no payment received, so the task to mark the property Dead opens for the transaction coordinator.
• “task”
  One job for a person to do, such as gathering the income statements. A project has many tasks.
• “template”
  A plan for one kind of work, from start to finish: its stages, its tasks and its rules. A department writes it once and starts many projects from it.
• “ticket”
  A task that anyone in its department files, such as a bug to fix or a change to make. It starts with nobody on it, until someone takes it.
• “tracker”
  The screen that follows every engagement in progress, from its introduction to the end of its tracking years. For each engagement it shows where it stands, its next milestone due, what it waits on and from whom, and what is at risk. Everyone can view it. It changes nothing.
• “transition”
  A move from one stage to another that the template permits, with the people who may make it.
• “version”
  One saved copy of a template. You can change a draft. A published version never changes, and work starts from it. A retired version is not offered for new work.

When a task waits for an outside party, such as a client, RealAdvice records where that party stands. The answers, from the first to the last:

• “Not introduced”
  RealAdvice hasn’t been introduced to them yet.
• “Awaiting response”
  RealAdvice has reached out and is waiting to hear back.
• “No response”
  RealAdvice reached out and hasn’t heard back.
• “On board”
  They’ve agreed to work with RealAdvice on this engagement.
• “Verbal yes”
  They’ve said yes, but not yet in writing.
• “Signed off”
  They’ve signed off in writing.

Every screen shows the last answer as Signed off. The Work panel also offers Declined, which closes the wait and puts it on the release approval's list.

An exception is something an approval named as still open when the release went out, with its owner. On the task's card, each one is in one of these states:

• Open: its words and its owner. The number on Cleared counts these.
• Resolved by a person: who resolved it, on which day, and how, after Mark resolved.
• Resolved by its outside party: the party's answer finished it, and nobody marked it.
• Removed: a later approval left it out, for example “Removed when Legal approved again”.

See Mark an exception resolved, or reopen it.

• Backlog
  Parked: not to start yet, while the task is at this stage.
• Up next
  Next in line to start.
• Doing
  Being worked on. This is where the work happens.
• In review
  Waiting with a reviewer, off the doer’s active list.
• Closed
  Finished as far as this task goes, at this stage.

Active, Done, Skipped, Not applicable and Removed: see Task states.