Common tasks
In order, with the labels you see on screen.
Key ideas
Why Workflow works the way it does.
If something is wrong
Start from what you see.
Everything in this area
Your work
Your own tasks, from all your work, in five columns.
Report a problem, share an idea or ask for IT help, and see how far every request has got.
Every engagement in progress on one screen: where each stands, what is due next, what it waits on, and what is at risk.
The whole ProperTax process on one line, and your part of it: your stops, your team’s and the client’s, one stop at a time.
Your tasks on a property or engagement, beside the record, where you do them.
The open tasks under a property, engagement or organization, in the order to pick them up and on a board, their dates, and the longest line of tasks that sets when the work may finish.
The question Workflow asks when you create a property or engagement that has usual work.
Projects
The list of a department's projects, with their status and what you can do to each.
One project: its values, its tasks stage by stage, and who is on each task.
The people added to one project, and how a manager adds or removes them.
No Work Yet
A department's properties and engagements that have no work yet, each with Start work.
Groups
A department's groups: sets of projects you follow on one board.
One card per task name, in five columns, with how far the group has got.
Every member's task of one name, to move, skip or assign many at once.
The projects in a group, and how to add or remove them.
Templates
A department's templates, the kind of work each is for, and which is the usual work.
The five questions that create a draft template, from nothing or from a template you have.
One template: its name, its kind of work, and every version with what you can do to it.
Where a version is written: eight sections in the left menu, from Stages to Publish.
The points work moves through, in order, with the start and the endings marked.
The choices a person picks from when work reaches an ending.
The values each project records, such as a yes or no answer, a date or an amount.
Every task the template hands out, who does it by default, when it applies, and how long it takes.
The moves the template permits between stages, and who may make each one.
What each task waits for: another task, a document, an outside party, an approval or a date.
Where each task sits on a person's board while it is at each stage.
Everything publish checks, and the button that makes the version live.
The company's list of tags for template tasks, kept by company administrators.
The company's settings, which everyone reads and company administrators change: the required MEA version.
Performance
The KPIs of the whole company and of each department, each with what it counts over and the period before.
Our relationships with other organizations: our best friends, who is rising or going quiet, the hubs, and where we work.
The county’s reassessed value of each property against our real property value, nationwide, by state and by county, with each county’s clients.
How a client organization’s engagements went, as an index out of 100, with its reasons and its stages.