What you need to know
When you create a property or an engagement that has usual work, Workflow asks first: start the work with the record, or not. The usual work is the template that a department marked as the default for every property, or for every engagement. Each piece of work that starts becomes a , with its tasks.
How to get here
Create a record as usual: New Engagement on the Engagements list, Quick Create on your Dashboard, or Add Property on an engagement's property list. The question shows only when the record has usual work. When it has none, the record is made at once, as before.
What is on this screen
The dialog's title is New property or New engagement.
What you can do here
More ways to start work: Start work on a property or engagement.
Who can do what here
Everyone who can create the record sees the question and can start its usual work. You do not need a role in the department that runs the work. Other kinds of work are not offered here; a department manager starts them from the record's Work panel.
Things to know
- After the work starts, a message names it, and the record's page opens. Its Work panel shows a short guide: how many tasks there are, and where they show. Select Got it to close it, or tick Don't show me this again first.
- The record is always made. If its work cannot start, a yellow message says the record was made without its work, and why. Start the work later from the record.
- While the record is being made, the dialog cannot be closed.
- There is a limit on how much work one person starts in an hour outside the departments they manage. See Starting work on a record.
Good to know
The work you start belongs to its department. If you have no role there, you see its tasks only when someone puts you on one.