My Route

“my route” shows the whole ProperTax process on one line, the route map you know from a project page and an engagement's Overview, and your own part of it. Every task of the ProperTax templates is a stop under its station, in a row for the client and a row for each department. Your stops are lit and numbered in the order you meet them; the rest of the line stays, quiet. Use it to learn the process, to see where your work comes from and where it goes next, and to walk a new colleague through their part.

Your route is the tasks your job roles own, the client's tasks you wait on, and every task of a department you run. A company administrator records your job roles on Workflow roles. My Route changes nothing: it shows the process, and links to the records where its work is done.

An executive oversees the whole line. On a route with the Executive job role, every other task is lit as one they oversee, each station counts the engagements and properties standing there now, and the ride goes station by station instead of task by task.

In the left menu, under WorkFlow PM, select My Route, just above Help. It is there for everyone and opens on your own route. On a task's card in the Work panel, select Links, then See this stop on my route, to open that task's stop on your route; on a card someone else holds, the link names that person and opens their route. If that person's job roles are not recorded yet, the whole route opens at the same stop, and a notice says so.

The sentence under the title counts your stops and stations, and says how many are yours, how many your team does, how many are the client's that you wait on, and how many are there only when needed. Whose route opens another route: a person's, a job role's, a department's, the client's, or Everyone: the whole route. Under it, the key names each mark the map shows.

Point at a stop to see its name and who does it. The stops, in order under the map names them all, down the first column and then the second. Under each stop: the record you hold the task on, then the kind of work and the station, for example Maple Grove 2 · Property work · At Production. Held on several records, it names the first and counts the rest. When two stops would read the same, the department follows the kind of work. A stop someone else does also names who does it. The line runs in one band of twelve stations on a wide window and in two bands of six on a narrower one.

On an executive's route, under each station: the engagements and properties standing there now, and how many engagements are at risk, from the “tracker”. Select the count to open the Tracker at that station. A station with no work standing there shows no count.

Ride my route (or Ride this route on someone else's) opens the first stop; a stop in the list or on the map opens that stop. Each stop says where it is and who does it, what it is, what arrives and from whom, what is done there (its checklist and anything it waits on), what it leaves behind, and where it goes next. Over the task's name, its station's ring carries the station's number on the line; the stop's own number is in the line under the title, such as Stop 3 of 14. Its typical time is folded at the end: open the fold to read it, with where the time comes from. Previous stop and Next stop move along the route, and Back to the whole route returns to the map.

On an executive's route, the ride goes station by station, from the first station to the twelfth: Previous station and Next station move along the line. Each station lists every task done there, by row, with the executive's own stops numbered, and beside them Here now: the engagements standing at that station now, each with its risk in the Tracker's words, opening in the Tracker. A task opened from a station has a button back to that station.

Under what is done there, Done on names the page where the stop's work is done, as the task's card does, and the record it is on. When you hold the task, each page is a link to it on your task's record, followed by that record's name. When you do not, the page is named in words, on the property or on the engagement. A stop whose work is done outside WarpCore reads Done outside WarpCore and names the place in words. A stop whose work is done on the task's own card shows no such row.

Beside the stop is where its work is done. When you hold the task, Open my task opens it on its record's page, in the Work panel. When you do not, the same task on an engagement in progress now, view only: Open it on the engagement opens that engagement's Workflow page, which everyone can view. A stop that no engagement has reached yet shows only what it is.

• On the map, Tab reaches the stops once; the arrow keys move between them in route order, Home and End go to the first and last, and Enter opens one.
• On the ride, the right and left arrows move to the next and the previous stop, and Escape returns to the map.
• On an executive's ride, the arrows move between stations. Escape returns to the map, or, from a task opened at a station, to that station.

If your job roles are not recorded yet and you run no team, My Route opens on the whole route, a notice says so, and Ride my route stays unavailable. Choose a route in Whose route to read it, and ask a company administrator to record your job roles on Workflow roles.