What you need to know
No Work Yet lists the properties and engagements that are still in progress but have no work. It shows one at a time, and only the kinds of record that department has usual work for. Each row has Start work, which starts the record's usual work. When the work starts, the record leaves the list.
How to get here
In the left menu, open WorkFlow PM and select No Work Yet. The list is for a department's managers. The address keeps the department, the kind of record, the search and the page, so a link you send opens the same list.
What is on this screen
The line under the title counts the records with no work, for example "3 properties and 2 engagements with no work yet". Department at the top right picks the department. It offers only the departments you manage.
Search finds a property by its name, its address or its engagement's name, and an engagement by its name. When the department has usual work for both kinds of record, two buttons, Properties and Engagements, each with its count, switch the list between them.
The newest records come first, 50 to a page.
What you can do here
- Start work on a property or engagement: select Start work on its row.
- Open the record, or a property's engagement, with the arrow beside its name.
Start work asks first. It lists the record's usual work, ticked. For a property whose engagement has no work either, it also offers the engagement's usual work.
Who can do what here
A department manager sees the list for each department they manage. A company administrator sees it for every department. Anyone else who opens the page sees only the line “This list is for a department's managers.”
Here, Start work starts a record's usual work only. A manager starts other kinds of work from the record's own page. See Who can see and do what.
Things to know
- "In progress" means not finished: a property that is Closed, Dead or a Sandbox is not listed, and nor is an engagement that was aborted, is a Sandbox, or has every property Closed or Dead.
- "No work" means no running on the record itself, in any department. A canceled project does not count, so a record whose only work was canceled is listed again.
- A property and its engagement each have their own usual work. A property is listed even when its engagement has work, and the other way round.
- The usual work is the template ticked as the default for that kind of record. A department with none lists nothing, and the line under the title says “This department has no default work, so no record is listed.” See Make a template the usual work.
- If the record got work while the list was open, Start work shows a message, Nothing to start, and the list reads again.
Good to know
A record you expect is missing? See A record is not on No Work Yet.