The Work panel on a record

The Work panel shows your tasks on one property or engagement, on that record's own page: the tasks you are on, then the tasks that nobody is on yet whose job role you hold. It is where you do the work: move a task to another “stage”, ask for a document, record an outside party's answer, approve, skip and assign. A record with no work, and nothing you can start, shows no panel at all.

• Open a property. The panel is at the top of the column on the right.
• Open an engagement. The panel is on the right of each of its pages.
• The Workflow page of a property, an engagement or an organization shows no Work panel beside it. It shows the record's tasks in its own views, and the panel's empty state when the record has no work. See The Workflow page of a record.

The panel's title says Work on this property or Work on this engagement. Beside it, Start work shows when there is work you can start here: purple while the record has no work, plain once work runs. It never offers a kind of work that already runs on the record.

In the column, each task first shows as a short summary. Select its title to open it. In a group of tasks with the same title, select the project's name.

An open task shows what it needs, and the buttons you can use:

• Hide the panel to give a wide page the full width, such as WARA, a comps grid or the DCF: select › at the right of its title. A slim strip stays at the right edge, with the Workflow icon, the number of your tasks on this record and ‹ to bring the panel back. The panel opens again on each new pa
• On a property, fold the panel to one line with ˄ so the Section Review under it rises into view; the line keeps your task count, and ˅ opens it again. The fold holds on the property's other pages until you close the browser tab.
ge.
• Move a task to another stage, with Move to…. A stage that would make a task yours shows Yours under its name. If you may override, you can also move it past a rule that refuses the move.
• Ask for a document or a sign-off, mark it received, or withdraw it.
• Record an outside party's answer, or mark it not needed.
• Approve as Legal, Accounting or Executive.
• Mark an exception resolved, or reopen it.
• Check off a task's checklist, one item at a time, under Checklist.
• Complete the post-closing survey: select No issues or Issues… on each party's row.
• Confirm a closing date: tick the dates the closing party confirmed, then confirm them. One date to confirm has no box: Confirm closing date, or Confirm again after it changed.
• Answer a question your task asks, under Question to answer.
• Add files and comments to your work, with Add file and Comment at the end of the task.
• Skip a task.
• Stop the work after a negative answer, with Stop work, when you manage the work.
• Hand over a task you are on to a colleague who holds its job role: select your own name on its card.
• Put people on a task with Assign: Assign or reassign a task.
• Start work on a property or engagement, with Start work.

A button shows only when you can use it. If a button is not there, your role or the task's state does not permit it.

The server checks each act again. If it refuses, a message at the bottom right says why, and the panel shows the task as it is now.

• On a property's work, the property's Status follows the work: a move that finishes or reopens a task can change it, and nobody sets it by hand while the work runs. If a Status looks wrong, the work or the ProperTax template is wrong: file a request on Tech requests. See Close a file or mark a property Dead.
• A task is under way once it is moved out of its first stage, such as Not started, into a stage where its work is done, such as In progress. Its checklist and its questions open then, and stay open once it is done.
• A live record with no work says “No work has been started on this property yet.” If you cannot start it, the line adds “A department manager can start it.”
• A live record whose work was canceled, with no other work running, says so with the day, such as “Work on this property was canceled on 10/28/2026.” If you cannot start work, the line adds “A department manager can reactivate it.” A manager reactivates it on Workflow Projects. See Cancel and reactivate a project.
• On the task for the client's bid, In progress means the bid is pending. Answer Bid won under Question to answer once the outcome is known.
• A document a task asks for also has its own box on the page that lists it, for whoever may select Received: the tax documents on Tax Documents, the operating statements on Report PDFs, a PSA amendment on the engagement's Legal page. A file dropped there is filed in the list and the request reads Received. An offering memorandum uploaded on Ingest Data closes its request the same way. See Ask for a document or a sign-off.
• The engagement's press release review takes one answer: None, Clean: real-property value or no price, or Discloses the full price or the PSA. A disclosure asks who released it, takes the release as a file, and opens an exception with an owner on each property's appeal recommendation task. See Mark an exception resolved, or reopen it.
• Some tasks repeat. The CoStar listing is checked four times in all, three months apart: its card reads, for example, Check the CoStar listing · check 2 of 4. When a check is done, the next one is made at once and waits until its day, and the done card says when, for example Next check 03/04/2027. Nobody is told; the task appears where tasks appear.
• A task you open stays open while you move between the record's pages.
• The tasks of other people are not on the panel. See all the tasks of the record on its Workflow page, on the project's page and on the Tracker. A task you open from the Workflow page shows on the panel too, and so does a task you change here, until you leave the page.
• Work that belongs to no property and no engagement has no Work panel. Its tasks are on My Tasks and on its project's page.