What you need to know
A card on My Tasks lists what the task waits on under Waiting on, one line for each open wait, and the tasks that wait on it under Waiting on this. A card in the Work panel says the same things in its own lines. Each line names one thing, in the words below.
On My Tasks
My Tasks · cards
Example · sample data
Harbor Lane Office Park
Example Holdings — 2026 portfolio review
Property tax appeal · Intake · Tax Appeals
Checklist · 1 of 3 checked
Waiting on
Client operating statements
Client:
Waiting on this
Value the property (Demo Contributor)
Harbor Lane Office Park
Example Holdings — 2026 portfolio review
Property tax appeal · Ready · Tax Appeals
Harbor Lane Office Park
Example Holdings — 2026 portfolio review
Property tax appeal · Filed · Tax Appeals
It waits for | The line | What it means |
|---|---|---|
A document | Its name, such as Rent roll | The document has been asked for and has not arrived. |
An outside party | The party, then the answer asked for, such as Client: Signed off | RealAdvice is waiting for that answer. The answer is in purple: select it to read what it means. |
An approval | The role, such as Legal approval | The task waits for that role at RealAdvice to approve it. |
Another task | The task’s name, then (task) | The task waits until that one is done, skipped, not applicable or removed. It can be in other work of the same engagement. |
A date | The rule, such as 14 days after the work started, then the date | The wait ends by itself on that date. A date counted from the record, such as the pre-reassessment call, moves when the record’s date moves. |
The line | What it means |
|---|---|
Waiting on this, then a task and its people | Someone else's task cannot go ahead until yours is done. It names the people on it, or says nobody on it yet. |
Started without its prerequisites | A manager started the task before the work it waits on was finished. |
With, then names | The other people on the task besides you. |
In the Work panel
Work panel · a task that waits
Example · sample data
File the appeal
Review
Demo Manager
Blocked · waiting on 2 things
Provisional · 1 sign-off not in
Needs your approval
Needs
Appeal authorization letter
Asked 10/01
Client · Example Holdings
Verbal yes · not signed 10/02, not signed off yet
Legal approval
Asked 10/01
The line | What it means |
|---|---|
A line that starts Blocked and names the wait, such as Blocked · waiting on Legal approval | The one open wait that the template says blocks the task, by the name it has under Needs. |
A line that starts Blocked and counts the waits, such as Blocked · waiting on 2 things | Two or more open waits that the template says block the task. Needs names each one. |
A line that starts Blocked by, with a task's name | A task this one depends on is still to do. Who is on it follows its name, or its job role when nobody is. Select its name to open it. |
A line that starts Blocked and says the approval is stale | An approval must be given again before the task can finish. |
A line that starts Provisional and says what the work goes ahead without | A sign-off or a task the work went ahead without. The card also shows the Provisional badge. |
Needs your approval | You may give an approval this task waits for. |
Needed · not yet requested | Under Needs: the template says the task needs it, and nobody has asked yet. |
Requested, then when and by whom | Under Needs: someone asked for it, and the wait is open. |
Opened, then when | Under Needs: the wait opened by itself, for a date or another task. Nobody asked for it. |
Nobody yet | Nobody is on the task. |
How waits open and close: How a task waits. Approvals and sign-offs: Approvals, sign-offs and exceptions.