The Workflow page of a record

The Workflow page of a record shows the open “task”s of the work on it, and the dates that matter for it. Priority Queue lists the tasks in the order to pick them up, Kanban shows them as cards in the five columns of My Tasks, Calendar lists the dates, and Critical Path shows the longest line of tasks that must finish one after another, and the day the work may finish. An engagement's page also shows the tasks and dates of its properties. An organization's page shows those of each engagement where it is the buyer or the seller, and of their properties.

An engagement whose work has a coordinator's checklist also has Roadmap: the checklist, phase by phase. See The Roadmap below.

Open a property, an engagement or an organization. In the left menu, under the record, select Workflow. Everyone who is signed in has the page.

On the Tracker, an engagement's Workflow opens this page for it. Opened from there, the engagement's page offers Back to the tracker in the strip with its name. See Go back to the tracker from an engagement.

On an engagement, Property sits above the views. It starts at All properties. Select one property to see only its tasks and dates, in every view. On an organization, Engagement does the same, from All engagements. A property's page has no picker.

Priority Queue, open first, as Demo Contributor sees it on an engagement:

The stations are in the order of the process. The first station with a task free to start is open; the others are closed, and Waiting in each station is closed. Tasks that belong to no station are under Other, last. Work with no stations shows Free to start and Waiting in place of the stations. Your tasks and the tasks nobody is on come first. Select Show all to add the tasks that other people are on, after yours in each list. Inside each list, the tasks with a due date come first, the earliest leading; the rest keep the order of their work's plan. Each line shows the task, the record it is for on an engagement or an organization, the kind of work, its stage, and who is on it, and under them its due date: Due and the date, or Past due and the date once that day has passed. A client's payment past due also shows its days past the date, as on the task's card, to those who see overdue invoices.

Kanban shows the same tasks as cards, in the columns of My Tasks:

• Backlog
  Parked: not to start yet, while the task is at this stage.
• Up next
  Next in line to start.
• Doing
  Being worked on. This is where the work happens.
• In review
  Waiting with a reviewer, off the doer’s active list.
• Closed
  Finished as far as this task goes, at this stage.

The cards are the cards of My Tasks. In each column, your tasks and the tasks nobody is on come first, in the order of the Priority Queue; the rest are behind Show all. See My Tasks for the parts of a card.

Calendar lists the dates of the record and of its work, one line per date: the date, what it is, and on an engagement or an organization, the record it belongs to. Upcoming dates come first, in date order, under a heading for each month. Past dates are at the bottom, under Past dates, the most recent first: select Show past dates to see them.

Critical Path shows, for each piece of work, its path: the longest line of open tasks where each must finish before the next can start, counted in days. The tasks are listed from first to last. Each line shows the task, whether it is under way, free to start or waiting, how long it takes, and where that time comes from. Next marks the first task on the path that can move now. Above the path, Estimated finish gives the day the work may finish: today, plus the days left on the path. It is an estimate, and it changes as the work moves and as more tasks finish.

A task takes its time from the first of these that has one, in this order. A task under way shows how many days are left of its time. A task that waits for a date shows the day it can start, after Can start.

Roadmap is the transaction coordinator's checklist for the whole engagement. It is not the checklist on a task's card. It shows only on an engagement whose work has this checklist. A property's or an organization's page has no Roadmap.

The row at the top names the phases, from Scoping to Closure. The phase the engagement is in now is in bold. A phase shows a check only when every one of its lines is done. Select a phase to see its lines. Under the row, the phase's name says how many of its lines are done, such as 5 of 9, with a bar.

The lines come in groups. Needs attention holds the lines that are late, or due in the next 7 days, in this phase or an earlier one, and the lines still open in a phase the engagement has passed. Coming up and Done hold the rest; select one to open it. A group with no lines is not shown.

Each line is one fact. A gray filled box means WarpCore ticks it from the record: light gray while it is open, dark gray with a check once the record shows the fact for every live property. You cannot select it. Point to it to read “WarpCore ticks this”.

A white box is a line a person confirms. A holder of the Transaction coordinator job role ticks it, and can untick it; point to the box to read “You confirm”. For everyone else the box cannot be selected, and it reads “A coordinator confirms”. A line on several properties is ticked once for each: select its box, and tick each property in the list under the line. Its box shows a dash until every property is ticked, and the line is done only then. Select the word at the end of a line to see who confirmed it and when, such as “You confirmed it Nov 5”.

A hand-off passes work from one team to the next as one record: the sending team fills in what passes, and the receiving team accepts it. Waiting for you, first on the current phase, lists the hand-offs you can act on: Send on one your team sends, Accept on one sent to your team, and Record on the hand-off to the client's asset manager, whose acceptance the Closing team records. Every other hand-off shows its state in its phase's Hand-offs group, such as Not sent, a sent one's age, or the day it was accepted. A hand-off is not a line: it does not count in the phase. Select a hand-off to open it. See Tick a Roadmap line and accept a hand-off.

The word at the end of a line says when it is due: a number of days late, in red, Today, Tomorrow, a date, or No date when the line is due when a task is done rather than on a date. Not measured means the record holds no rule to judge the line by. Select the word to see the task the line comes from and its timing. Select a gray line's name to open its task.

A line whose task is not applicable for this engagement is not shown and not counted.

• Move a task on the Kanban: drag its card by the handle, or open its ⋮ and select the column. It works as on My Tasks. See Move a task on My Tasks.
• Open a task: select its title, on any view. The task opens on its property or engagement page, with its card open in the Work panel, where you move it, answer its questions and check off its list. A task you can only view has its title without a link. A task of work that is on no property or engagement opens its project.
• Open a task's project: select the kind of work under the task, such as Tax Advisory. The project opens with the task marked.
• Open where a date comes from: select what it is, on the Calendar. A task opens on its property or engagement with its card open, a field opens its property or engagement, and a closing or a true-up date opens the page that shows it. The kind of work under a task or a field opens its project.
• See the past dates: select Show past dates.
• Open the property or engagement a task is for: select the round link beside its name.
• See the tasks other people are on: select Show all.
• See one property or one engagement, its tasks, its dates and its paths: select it above the views.
• Start work on a record that has none: select Start work. See Start work on a property or engagement.

Everyone who is signed in can open the page. On an engagement's page, everyone sees every task of the engagement's work and of its properties' work, so anyone can see where an engagement stands. A task of work you cannot open is view only: its title is not a link, and its card on the Kanban has no handle and no ⋮.

On a property's or an organization's page, you see the tasks of the work you can open. If you can open any work on an engagement, you also see the rest of that engagement's work there, and you cannot change it.

On the Calendar, everyone sees the record's own dates: its closings and its true-up date. The dates of the work follow the tasks: you see those of the work you can open.

On the Roadmap, everyone who opens the engagement's page sees every line, its state and when it is due, and every hand-off's teams, age and state. It shows no fees, no documents, no answers and no notes. A holder of the Transaction coordinator job role ticks and unticks the lines a person confirms. A hand-off is sent by a holder of the sending team's job role and accepted by a holder of the receiving team's, never by the person who sent it. What a hand-off passes opens to the people who can open the work it comes from; an invoice amount in it shows only to company administrators, the Accounting manager and executives. A hand-off never holds up a task.

On the Critical Path, you see the paths of the tasks the page shows you: on an engagement's page, every piece of its work. Each path has every task on it, whoever is on it. A task's time is the same for everyone.

A move on the Kanban follows the rules of My Tasks: a contributor or a manager can move a task, and the template can keep some moves for managers. A manager, or a person whose access says May override, can override a move that a rule refuses, with a reason. An executive observer only reads. A card you cannot move has no handle and no ⋮.

• When a record has no work, each view says what its Work panel says, such as “No work has been started on this property yet.”, with Start work for the people who can start it. A finished record says why it has no work. On the Calendar, the record's own dates are listed under that sentence. See The Work panel on a record.
• When none of an organization's engagements has work, its views say “No work has been started on this organization's engagements yet.” Work starts on an engagement or a property, so there is no button.
• When there is work and none of it has a date, the Calendar says “Nothing here has a date yet.”
• When no open task of a piece of work waits for another, the Critical Path says “No task here waits for another.” for it.
• On the Critical Path, a task under way counts only what is left of its time: its time less the days since it started, and never less than nothing. A task that waits for a date cannot start before that day, so when that day comes after the tasks before it, the path starts at that task.
• When some tasks on a path have no time, a line above the path says how many, such as “2 tasks on this path have no time yet, so the work may finish later.”
• A task that is not applicable, or that was started without the tasks before it, does not wait for them, so the path does not run through them. The engagement's own work and each property's work have separate paths.
• A task that waits for a date is on the Calendar until its wait ends, on the day it can start. An open task with a due date is on it on the day it is due. A task that is skipped or finished is not listed.
• A property's Status follows its work: while the work runs, nobody sets it by hand, and finishing Close the file or Mark the property Dead makes it Closed or Dead. See Close a file or mark a property Dead.
• An engagement's page shows the tasks and dates of its properties that are not Closed, Dead or a Sandbox. To see the tasks of a Closed or Dead property, open the property's own Workflow page.
• The work of a deleted property or engagement is not shown. See A project or its tasks disappeared.
• The page reads the tasks, dates and times when it opens, and again after each move or start. To see a change made elsewhere, open it again.
• If the tasks cannot be read, a message at the bottom right says “Could not load the work on this page.”
• If the dates cannot be read, a message at the bottom right says “Could not load the dates on this page.”
• If the times cannot be read, a message at the bottom right says “Could not load the times on this page.”