11/10/2026
The invoice tabs follow a task card at once
When a task card moves the property's Status, True-Up, Closing and Special now show the buttons that Status allows at once, with no reload.
11/10/2026
A PSA amendment is filed beside the PSA
Received on a PSA amendment now also files it on the engagement, under Engagement Documents on the engagement's Legal page, beside the executed PSA. An open PSA amendment has its own box there too: drop the file on it to mark the request received. See Ask for a document or a sign-off.
11/10/2026
An approval can be requested from its task again
Under Needs, an approval that says Not asked offers Request again, as a party or a document does. Once requested, the approver sees Approve. Since 11/09 the row offered no button, so the approval could be neither asked for nor given.
11/09/2026
Verify the recorded sale asks why, when it matters
“Verify the recorded sale” now asks Why no deed was recorded while no recorded deed has come in, and How the sale was verified in a state that does not disclose sale prices, beside its other question. The two checklist lines that asked for them are gone from new work. See Change a project's values.
11/09/2026
The survey shows the press release answer
Under its rows, “Complete the post-closing survey” now shows the answer of “Review any press release”, so the closing's follow-up reads in one place.
11/09/2026
The post-closing survey asks about each party
“Complete the post-closing survey” now has one row per party of the engagement: No issues saves at once, and Issues… asks whether the party pushed back on our numbers, why, and whether it was responsive. The checklist and the two old questions are gone from new work. See Complete the post-closing survey.
11/09/2026
The CoStar check repeats, four times in all
Check the CoStar listing now comes back three months after each check is done, four times in all, for the property's transaction manager. Each card says which check it is, and a done check says when the next one starts.
11/09/2026
Record a press release that discloses the price
The press release review now takes one answer. Discloses the full price or the PSA 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.
11/09/2026
Payments are recorded in QuickBooks
The tasks that receive the closing payment and the true-up payment now say to record the payment in QuickBooks, then mark the task done. Each has two lines to tick, and opens on the Closing or True-Up tab, where the invoice the amount must match is.
11/09/2026
Check off the closing, date by date
“The transaction closes” now has a checklist: the closing date reached, funds moved, the deed recorded, and the state form recorded where the state requires it. Each line counts the engagement's closing dates. See Confirm a closing date.
11/09/2026
Drop a requested document on its own box
Each open request for a tax document now has its own box on the property's Tax Documents page, and the operating statements one on Report PDFs. A file dropped there is filed in the list and the request reads Received. An offering memorandum uploaded on Ingest Data closes its request too. See Ask for a document or a sign-off.
11/09/2026
Received also files the document on the property
A document marked Received on a task, such as the state form, is now filed in the property's documents list too, so you upload it once: tax documents show on Tax Documents, the others on Supporting Documents. See Ask for a document or a sign-off.
11/09/2026
Received records the settlement statement on a locked property
On Receive the draft settlement statement, Received now files the statement on the property even when it is locked, as the property's Tax Documents page does. A Dead property still refuses it.
11/09/2026
Choose which closing dates to confirm
On Confirm the closing date, each date to confirm now has a box, ticked, and a date shared by several properties is one line that opens to their names. Untick a date the closing party has not confirmed; the button counts the dates ticked. A confirmed date shows a green check and comes last. See Confirm a closing date.
11/09/2026
A Dead property has no closing date to confirm
The task Confirm the closing date no longer lists a property that is Closed or Dead. On a task's card, the Provisional line now counts every sign-off not in, asked or not, so it says the same number as the count under Needs.
11/10/2026
Assessment Record waits for the true-up
A property's Status moves to Assessment Record only once the true-up is computed, so the True-Up invoice stays open while it is worked out. The true-up task now lists two lines: Closing fee subtracted, and Rush fee not subtracted.
11/10/2026
Enter the appeal on its task
The task that records the appeal ruling now shows the result, how it ended, the result date and the value after appeal, and the task that files the petition shows Filed on and the petition number. They are the property's appeal fields, the same as the Appeals box on Assessments: enter a value in either place and both show it. Legal enters them. A done task whose result, or filing date or petition number, is not entered yet stays on My Tasks. The petition task no longer asks the county assessor under Needs.
11/09/2026
Receive financials and business license asks for both documents
The task Receive financials and business license now lists two needs: Operating statements for the assessment date, and Business license. Each has its own Request and Received, files on the property's Supporting documents, and has its own drop box. The two checklist lines are gone: the needs are the list. Work started before this change keeps the old task.
11/09/2026
Each need shows where it stands, and an Answer button
Under Needs, each line shows where it stands once, with the day, such as Asked 11/09. On the right, Answer records a party's answer, Received a document, and Request asks for one; ⋯ holds Not asked, Not needed and History. The answers show in order, from Awaiting response to Signed off. See Record an outside party's answer.
11/09/2026
Re-deliver the report checks its first line itself
The task Re-deliver the report lists Closing moved 30+ days, or a new amendment. It checks itself when the closing date is more than 30 days from the report date on Report PDFs, or when a PSA amendment arrives after the release approval. A smaller move leaves it unchecked.
11/09/2026
Why work stays on its version
When a newer version cannot take a piece of work, its page now keeps Move to v5 grayed out and says why in plain words, for example Stays on v1: an approval on it names an outside party. Older work and a refused move say it the same way. See Move work to a newer version.
11/09/2026
The interchange names work by its record and kind
On a project's page, Interchange now names the work it meets as that work's own page does, for example 14 Harbor Way · Property work. The message after a move names the work the same way.
11/08/2026
Work named by its record and kind
Stop work, the Work panel, the task board and the daily brief now name a piece of work by its record and its kind, for example Maple Grove Portfolio · Engagement work, never by the old name of its kind.
11/08/2026
The client copy shows on its task
The task Generate the client copy of the report lists Client copy stored. It checks itself once the report is stored on Report PDFs for each side that is a client: the Buyer Report for the buyer, the Seller Report for the seller.
11/08/2026
Register the engagement asks for the seller
The task Register the engagement lists Seller. It checks itself once the engagement's Overview names the seller, as an LLC or an organization, which the buyer report needs as the current owner.
11/08/2026
A shorter Approve dialog
Approve the release now lists the task, Documents read and Exceptions, with one line under them: a new PSA amendment asks for the approval again. A document shows no code after its name, and two documents of the same name show the date each was received. Each exception, its owner and × sit on one line, in line with the row that adds one. See Approve as Legal, Accounting or Executive.
11/08/2026
One list in the Work panel
When no task of a record's work is placed on a page, the Work panel no longer shows an empty This page: All your tasks is the one list, and opens.
11/08/2026
Data entry review, section by section
Review and sign off the data entry lists seven lines, Prep: Property to Prep: WARA. Each checks itself once every check in its section has its Prep tick or a passing auto-test, and opens its section page.
11/08/2026
Sign off the data entry where you review it
Review and sign off the data entry and Sign off again after a data change now open each reviewed section page, in Section Review. On a property, ˄ folds the Work panel to one line, so the Section Review sits just below it.
11/08/2026
Hide the Work panel
Select › beside Work on this property to give a wide page the full width. A slim strip keeps ‹ to bring it back and your task count. It opens again on each new page.
11/08/2026
My Route names the record
Under The stops, in order, each stop names the record you hold it on, then its kind of work: Maple Grove 2 · Property work · At Production. Two stops that would read the same also name their department.
11/07/2026
The income analysis, line by line
Analyze the income, intangibles and WARA lists six lines: Tenant roll, DCF, Direct cap, Cap rates, Intangibles and WARA. Each opens its page on the property; you tick each when it is done.
11/07/2026
Dead stops the property’s work
Finishing Mark the property Dead cancels the property's remaining work: its open tasks leave the boards. On the engagement's Overview, Progress still lists it, grayed, as Dead and canceled with the day, with Open Property and Open WorkFlow Project: Close a file or mark a property Dead.
11/07/2026
One line per need
Under Needs, each party or document is one line, with where it stands on the right, such as On board or Not asked. Select it to change it, mark it not needed, or see its history. A line above counts what is done, such as Signed off: 2 of 6: Record an outside party's answer.
11/07/2026
Correct an answer while the task runs
While a task is not finished, the person on it, a manager or a holder of its job role can correct a recorded answer: Record an outside party's answer. Once the task is finished, a department manager or above still can.
11/07/2026
Names first in the answer dialog
Record answer opens on the answers and Who said it, with no long introduction.
11/07/2026
Provisional, as a count
A task going ahead without sign-offs says how many, for example 6 sign-offs not in.
11/07/2026
Documents first, then done
A task that needs a document moves to done only once the document is received or marked Not needed, with a reason: Mark a document not needed.
11/07/2026
No second copy of the work
Start work again offers only work that is not already on the record.
11/07/2026
Received without a file is a button
In the Received dialog, Received without a file now looks like Cancel.
11/07/2026
A newer signed MEA replaces an older one
When the client's MEA is older than the required version, Received on the task asks the MEA Version and the date, and files the new MEA.
11/07/2026
The coordinator shows at once
When the estimate is sent and WarpCore names the coordinator, Coordinator on the Overview shows the name without a reload.
11/07/2026
Benefit estimate ticks from the forecast
On Produce the estimate, Benefit estimate shows done once the forecast has run, and opens Savings Comparison.
11/07/2026
Imports tick their checklist line
When an OM or PRC import finishes, its line on the task, such as OM imported, shows done without a reload.
11/07/2026
Engagement work and Property work
ProperTax's two kinds of work are renamed Engagement work and Property work. Tax Advisory now names only the property's Status.
11/06/2026
Open the property from Progress
Each property under an engagement's Progress now has Open Property, then Open WorkFlow Project.
11/06/2026
Started tasks stay in progress
A task you started stays under In progress while it waits on a request, with the request on its card. Waiting holds only tasks not started yet.
11/06/2026
Assign this task
The dialog behind Assign is now titled Assign this task, with the task's name under it.
11/06/2026
Coordinator beside Progress
On an engagement's Overview, Coordinator is now at the right of Progress. With no work on the engagement, it stays under the details. See Name an engagement's coordinator.
11/06/2026
Checklist lines tick at once
A line WarpCore answers from the record, such as the client organization on S01, now ticks as soon as you save the value on the record's page, with no reload.
11/06/2026
Work panel cards keep their place
A reload of the page opens again the cards you had open. A card opens when its task moves into work, and closes to its summary when the task is done, skipped or not applicable.
11/06/2026
Register the engagement: new words
S01 now says you own the engagement until it is handed over to Production, and its second checklist line says the engagement was handed over, on work started after the change.
11/06/2026
Approvals list amendments with no file
A PSA amendment marked Received without a file is now listed under Documents read, ending in no file. One that arrives while the dialog is open refuses the approval, and the list is read again. See Approve as Legal, Accounting or Executive.
11/06/2026
Approve again on a done task
When an amendment makes the approval of a done release task stale, its card now offers Approve. The task stays done.
11/06/2026
A double click moves a task once
A second click on an item of Move to… no longer sends the move again, and no error shows beside the message that the task moved.
11/06/2026
A Dead property no longer holds the engagement
Once a property is Dead or Closed, the engagement's tasks stop waiting for its work. Its own tasks wait as before, until a manager cancels its work. See Close a file or mark a property Dead.
11/06/2026
Work panel dialogs say what is missing
When something is missing in a Work panel dialog, the button no longer just stays gray. Select it, and the empty field says what it needs, for example Required under Details in Skip, or Tick once read under a document in Approve the release. When nothing you can type fixes it, the button stays gray, its tooltip says why, and one message says it too: Received with no file on the task, and Start work with nothing ticked. The glossary's hand-off now says only what the record is. See “Approve as …” does not approve.
11/06/2026
Three readings corrected
On a project's page, the line under Tasks by stage now counts only the active tasks marked Nobody yet, never a finished or set-aside task. On the Tracker, Report ready now reads done once a property's client copy is made; it no longer waits for the task that signs off again after a data change. And when the main window of a popped-out guide closes, a popup says so. See Tasks by stage.
11/05/2026
Tick Roadmap lines, and send and accept hand-offs
On an engagement's Roadmap, a holder of the Transaction coordinator job role now ticks the lines a person confirms; a line WarpCore ticks shows a gray filled box. Each hand-off between teams is one record: the sending team fills it in and the receiving team accepts it. What waits for you shows first, under Waiting for you, and a coordinator also accepts from the Hand-off line of Engagements I coordinate on the Tracker. See Tick a Roadmap line and accept a hand-off.
11/05/2026
Engagements I coordinate, and the Roadmap
The Tracker has a new view, Engagements I coordinate, for a person who holds the Transaction coordinator job role, and it opens first for them. Each line shows the engagement's phase and how many lines of the phase's checklist are done. Select the count to open the engagement's new Roadmap tab: the coordinator's checklist, phase by phase. WarpCore ticks the lines the record answers; the lines a person confirms come later. See The Roadmap.
11/05/2026
An engagement’s coordinator
An engagement's Overview now shows Coordinator: its transaction coordinator. When the estimate is sent and one person holds the Transaction coordinator job role in the department, WarpCore names that person. When several people hold it, pick one there. See Name an engagement's coordinator.
11/05/2026
Checklists for the coordinator’s work
Nineteen ProperTax tasks have new checklist lines: the Transaction coordinator's own tasks, such as converting the property and delivering the report, and the Closing team's and the transaction manager's tasks she oversees, such as reviewing the settlement statement. Each task stays with its team. New work shows the lines; work already running keeps its lines until a manager moves it to the newer version. See Check off a task's checklist.
11/05/2026
Intake and Transaction coordinator
Two job roles replace Account manager. Intake has the client up to the estimate, and sends it; from the estimate on, the Transaction coordinator has the client. On Workflow roles, everyone who held Account manager now holds Intake. A company administrator gives the coordinator Transaction coordinator with Edit job roles; until then, the coordinator's tasks wait with nobody on them. See Job roles.
11/05/2026
A client’s track record
An organization's Insights now opens with Track record: how its engagements with us went, as an index out of 100, with its place among our clients and its count of engagements. Reasons and stages opens the report: its reasons, its payments, its stages, and each stage's tasks and engagements. An engagement's Overview shows its client's line under the key of Progress. Both show only for a client organization with an engaged engagement. See Track record.
11/04/2026
Set where a choice’s answer shows on a card
On a draft's Fields, a choice now ends its options with Shown answer: the task whose card shows a line when the field holds one answer, that answer, and the line. Once set, it reads the answer and the task. Select it to set, change or clear them. The option a Shown answer uses cannot be taken away until the setting is changed or cleared. See Fields.
11/04/2026
Reassessment vs RPV, under Performance
Performance has a new page, Reassessment vs RPV. It compares the county's reassessed market value of each property with our real property value, nationwide, by state and by county, on a map. Select a state to see its counties, and a county to see its clients and their properties. The figures are read live from WarpCore. The page opens for the people who may open Growth. See Reassessment vs RPV.
11/03/2026
Work carried over from FileMaker is not counted as work done in WarpCore
When work is carried over from FileMaker, a task recorded as done then was finished before WarpCore. Department health counts it in no count, time or median, and a KPI that asks whether the task is done counts it as done. The task times leave it out. On the Tracker its milestone reads Done with no date, and a finished engagement carried over is not added by Show finished engagements. A task a person finishes in WarpCore counts as before. Department health and the Tracker also count a task as ready only once no task it waits for in the other work of its engagement is still open. See Department health.
11/03/2026
Work carried over at cutover
At cutover, each engagement still open in FileMaker gets its work at the point it reached. A task finished before WarpCore reads Done with the day of the cutover and no name. A task nothing recorded is set aside as Skipped, and a manager can bring it back. The next task starts as usual. See Work panel.
11/03/2026
Tasks wait for the other work of their engagement
Once the ProperTax templates are next updated, a task can wait for a task of the other work of its engagement: a property's tasks for the engagement's, and the engagement's for each property's. The go or no-go on the estimate now waits for the estimate of every property, and the closing instructions wait for each property's report. The card's Blocked by line names the task and its record, and opens it; on My Tasks, Waiting on this lists the tasks of the other work that wait on yours. Work started before the update keeps waiting as it did. See How a task waits.
11/03/2026
Three rollout fixes
Work reactivated, or whose property is restored, after a PSA amendment arrived on its engagement's work now shows an earlier approval as Stale: new amendment and asks for it again, as the closing measures already read it. A property with no name now shows its street, city, state and ZIP code on cards, My Tasks and the project page, not the street alone. One person files only so many tickets in a project in an hour, on the project page and on Tech requests together. See Approvals and File a ticket.
11/02/2026
Four new checklist lines
Once the ProperTax templates are next updated, four tasks gain a checklist line. Confirming the transfer-tax terms asks for the figures that counsel or title will use. Filing the appeal petition asks you to tell the client it is filed and what follows, and following up on the hearing notice asks you to tell the client the hearing date. Receiving payment of the true-up asks you to note a late payment on the client organization, so the next engagement knows of it. New work gets the new lines; running work keeps its own until a manager moves it. See Move work to a newer version.
11/02/2026
An edited estimate shows on the follow-up
When a review edits a property's estimate, the analyst's Follow up on the estimate card now says so in one quiet line. When the engagement has more than one property, the line names each edited property. An approved estimate changes nothing on the card. The reviewer's checklist no longer asks them to tell the analyst. Work started before this change shows the line once a manager moves it to the newer version, which Shown answer now allows. See Work panel.
11/01/2026
Dependencies save as you edit
On Dependencies in the template editor, you now change a dependency in its row, and each change saves as you make it, as in the other sections. There is no form to open and no save button. A new one is added under Add a dependency, below the list. Department health's opening view now shows three results: Client savings is no longer a KPI. See Dependencies.
11/01/2026
The card follows the move
When you move a task, its card on the task board now follows within a few seconds. Before, it could take a minute or more. See Move a task.
10/30/2026
An unnamed engagement has a name
On the Tracker, an engagement not named yet now shows as Unnamed engagement, and its link carries that name. Clear on Setup / Inputs now asks first. On a property that came from FileMaker, Combined Risk says why Forecast is off when it opens. On each comps page, + Add Comp brings the new comp into view, the labels stay put as the comps scroll, and every warning reads as a sentence. See Tracker.
10/30/2026
Days past due on a payment
A client's payment past due now shows how many days it is past the date, after the date on its due line: for example Past due 10/12/2026 · 18 days. It shows on the task's card, in My Tasks and in a record's Priority Queue, to those who see overdue invoices, as Past due does. Every other task's line is unchanged. See The Work panel.
10/30/2026
Checklist lines, one act each
More ProperTax checklist lines now name one thing to do and check. A line that held a condition or a yes-or-no question, such as the state rider or the Letter of Authorization, now asks you to check it. A line that repeated its task is gone, and sending the second data request is one line in place of five property types. New work gets the new lines; running work keeps its own until a manager moves it. See Move work to a newer version.
10/29/2026
A property's Status follows its work
A property's Status now moves with its work: as its tasks finish, the Status changes with them. While the work runs, nobody sets it by hand: on the header, on Transaction and in the lists it cannot be picked, and pointing at it says “Follows the work”. Close the file and Mark the property Dead ask their reason, and finishing them makes the property Closed or Dead. If a Status looks wrong, file a request on Tech requests. See Close a file or mark a property Dead.
10/29/2026
The kind of waiting first
Add a dependency now asks What kind of waiting first, with nothing chosen, and shows the other fields once you choose. A new date wait no longer offers Stage entered, which no wait could start from yet. On the Tracker, Later and No date yet count their milestones as the other groups do. On Workflow Templates, the round link beside a template's name opens it, from the keyboard too. See Add a dependency.
10/29/2026
Older work names each project
Older work now lists each project by its record's name and its kind of work, with the version it runs and its ID under it, so two projects of one kind read apart. A question added in the middle of a newer version counts as one change, not a change to every question after it. On a property that came from FileMaker, Clear on Setup / Inputs is unavailable, as Forecast is, and a new reassessment year keeps FileMaker's forecast. On each comps page, a new comp is the last column. See Move work to a newer version.
10/28/2026
A task's links behind one icon
An open task in the Work panel keeps Done on and See this stop on my route behind Links, the information icon at the end of its stage line, so the task reads in clear groups. A record whose work was canceled now says so, with the day, instead of saying that no work was started. See The Work panel on a record.
10/28/2026
Help on a heading
A right-click on a heading of a Workflow screen now shows the help items too: a screen's title, a section, or a part of a task's card such as Checklist or Needs. An analyst, a developer or an admin sees Add help, or Edit help when the heading has help. Any other staff member sees View help when it has help. More labels show the help items as well, such as the column titles of a group's task list. The names of stages and tasks, and the values a project or a request records, have no help. No label, heading or task changes.
10/28/2026
Pick who said a party's answer
In Record answer, Who said it now lists the people of the party's organization when the record names it, such as the client organization for the client. Pick the person, or pick Someone else and type the name. A correction can pick again. Global search also shows an engagement made in WarpCore as Active while it has an active property, as the engagements list does. See Record an outside party's answer.
10/28/2026
Upload a signed document on its record, and the request closes
A signed document uploaded on its record's own page now closes the open request for it on the record's work: the executed MEA on the client organization's Legal page, a letter or the executed PSA on the engagement's Legal page, the settlement statement on the property. The MEA Execution Date is now the day the MEA was signed, typed as MM/DD/YYYY, on the Legal page and in the Received dialog. A new engagement starts with FileMaker's fee terms, and its page shows Fee % and Estimation % beside the appraisal fees. See Ask for a document or a sign-off and Set an engagement's fee terms.
10/28/2026
Record a lost bid, and stop the work in one act
The go or no-go task now asks Go or no-go, and the bid task asks Bid won, once each is under way. On the bid task, In progress means the bid is pending. After a No-go, a lost bid or a client who declines, a manager sees Stop work on that task's card. In one act it cancels the engagement's work and drops each property with no payment received, so the task to mark the property Dead opens for the transaction coordinator. New property work also waits for the first post-sale year before the three-year tracking of the assessment is ready. See Stop the work after a negative answer.
10/28/2026
A signed document is entered once
When a signed document that also has a place on the record arrives, Received on the task's card now files it there too: the MEA on the client organization's Legal page, with its MEA Version, an engagement letter or the executed PSA on the engagement's Legal page, and the draft settlement statement on the property. The dialog asks the version for the MEA, and the side where both sides of the engagement are clients. The task to receive the signed MEA now has the checklist line Executed MEA, which reads done once the client organization holds it. See Ask for a document or a sign-off.
10/28/2026
Help on a label
A right-click on a label on a screen now shows the help items for that label. When the label has help, a gray question mark shows after it: click it to read the help, and click it again or press Escape to close it. On the right-click, an analyst, a developer or an admin sees Add help, or Edit help when the label has help. Any other staff member sees View help when the label has help. The help belongs to the value the label names, so every screen that shows that value shows the same help. This is true on the Workflow screens and on the other screens of WarpCore. The values a project records have no help yet. No label and no Workflow task changes.
10/28/2026
Start a task, then ask: and a clearer card
On a task's card, Request, Not needed and Withdraw now show once the task is under way, as its checklist does; before that, Needs shows what the task will need. What arrives is recorded at any time. A need that is met no longer moves under a heading of its own: it folds into one line at the foot of Needs, such as 1 received, which opens to show it. A Blocked by line now names who is on the task it waits for, or its job role, and the task's name opens it. In Move to…, an ending named like its stage shows the name once. See Ask for a document or a sign-off.
10/27/2026
The appeal recommendation is due on the state's deadline
Legal can now enter each state's appeal deadline on the Default Tax Rates page: the Tax notification day, and a Deadline rule of Days after notice or Day of month. Once a state has one, the task to recommend an appeal or a true-up shows its due date on every property in that state, every year, worked out from the property's reassessment year. A state with no rule gives no due date. Nothing is sent about it. See Enter a state's appeal deadline.
10/27/2026
Checklist lines show what WarpCore answered
On a task's card, a checklist line that WarpCore answered from a value it holds now shows a green check mark in place of its box, so it no longer looks like a person's check, and there is nothing to uncheck. The words of every line WarpCore can answer open the page where its value is entered, done or not, and a document line opens the received file. While the value is missing, the box stays, for you to check ahead. See Check off a task's checklist.
10/27/2026
The pre-reassessment email waits for its day
The ProperTax task that sends the pre-reassessment email now waits until the day of the pre-reassessment call, three months before the state's notice date for the property's reassessment year. Until then its card says it is waiting, with the day, and the wait ends by itself that day. The day is read from the record: when the reassessment year or the state's notice date changes, the wait moves; when there is no such date, the task does not wait. Nothing is sent about it. In the template designer, a wait for a date can now count from the Pre-reassessment call. See How a task waits.
10/27/2026
Checklist lines WarpCore checks by itself
A checklist line that asks for something WarpCore already holds, such as the purchase price, the parcels, a tax bill, a review sign-off, a document received on the task or each party's sign-off, is now checked by itself as soon as the value is there. It counts as checked on the task's card, on My Tasks and on the project page, so every count agrees. If the value is removed, the line is no longer checked. You can still check such a line yourself before WarpCore holds the value, and your check stays. Who may check a line does not change. See Check off a task's checklist.
10/26/2026
Tasks show the day they are due
Six ProperTax tasks now show the day they are due, on their own line on the task's card and in My Tasks: for example, the client copy of the report is due 14 days before the closing date, and a closing invoice's payment 30 days after the invoice. Once the day has passed, the line reads Past due and the date. The date is worked out from the record each time a screen shows the task, so a moved closing date moves it at once. In a record's Priority Queue the earliest due date leads, and the Calendar lists each due date. A due date never stops a move, and nobody is sent a message about it. Running work takes due dates when a manager moves it to the newer version. See The Work panel and A task's due date.
10/26/2026
Help on a colleague’s task in your job role
When you hold a task's job role and someone else is on it, you can now check off its checklist, answer its question, ask for and record what it waits for, and confirm its closing date. Each is recorded under your name, and the person on the task stays on it. Approvals, skipping, assigning, a hard wait, a PSA amendment and correcting an answer stay with the person on the task or a manager. When someone answered a question after your page was read, your answer is not saved and the box shows theirs. See Who can do what.
10/26/2026
Active shows for every engagement
On the Engagements list, Active now shows a green dot for an engagement with a property in work and a gray dot for one without. An engagement made in WarpCore showed a dash before. A new engagement shows gray until one of its properties is out of Sandbox and in work. An engagement loaded from FileMaker follows its properties the same way, whatever FileMaker last recorded for it.
10/26/2026
The estimate review records its outcome
In a property's Tax Advisory work, the task that reviews the cost approach and estimate now asks Review outcome, Approved or Edited, in place of one checklist line for both. In an engagement's work, the task that sends the estimate no longer has a line for a revised estimate: to send one, open the task again, as Move a task to another stage explains. New work starts with both changes. An engagement's work already running can move to the new version, and a check on the removed line is cleared; a property's work already running keeps its version, because a move never adds a question. See Answer a question on your task.
10/26/2026
New engagements count in Engagements fully tracked
On Department health, Engagements fully tracked now counts an engagement made in WarpCore once one of its properties is Tax Advisory and in work. Before, it counted only an engagement whose own type was Tax Advisory, and a new engagement has none. An engagement whose properties are all Closed or Dead is not counted, whatever FileMaker last recorded for it. The coverage check behind the Weekly Project Review now counts the same engagements. See Department health.
10/26/2026
Starting a task makes it yours, and you can hand it over
When you hold a task's job role and nobody is on it, starting it puts you on it and on the other open tasks of that job role that nobody is on. The menu says so before you choose: the stage carries Yours, or Yours, with 3 more of this role. A manager who does not hold the job role takes that task only. Moving many tasks at once puts nobody on them. On a task someone started and nobody is on, your first check, answer or wait act asks Make it yours? with the same count before it makes the act. To give your tasks to a colleague who holds the same job role, select your own name on the task's card: the colleague is on them at once, with no manager. See Move a task to another stage and Hand over a task.
10/26/2026
A checklist line shows where WarpCore answers it
In a template's tasks, a checklist line that WarpCore's own record can answer now shows where, in gray after its words: for example, From Cost approach on the estimate's cost approach line. The ProperTax template load sets it, and nobody changes it on the screen. A line keeps it while its words stay the same. Moving running work to a version that adds one shows New source and keeps every check. Cards do not read these lines from the record yet. See A task's checklist.
10/26/2026
A manager finds paused work under Paused
On Workflow Projects, a department manager or a company administrator now sees Paused as the last choice under Status. It lists the department's projects whose property or engagement was deleted, each with the day it was deleted, and offers Open and People. The work stays paused until an administrator restores the record on Restore Records; then it leaves Paused and is back in the list. Nothing else on the screen changes. See A project or its tasks disappeared and Workflow Projects.
10/26/2026
A Work panel card says each thing once
A task's card in the Work panel now reads shorter. Dates read MM/DD/YYYY, as on every other screen. A finished task says when, and who finished it only when that person is not on the task. Under a checked line, the card names who checked it only when it was someone other than the person on the task. The count beside Checklist shows only while lines are left. Files and Comments show only when the task has some: Add file and Comment at the end of the task open the place to add them. A skipped or not applicable task shows that label alone. See The Work panel on a record and Add files and comments to your work.
10/26/2026
Client tasks have a person, and one Assign can cover the role
A task the client does now belongs to the job role that records it: data entry for the initial documents, the analyst for the production documents. It goes to that job role's person when work starts, and shows on their Work panel when nobody is on it. When you put someone on a task nobody is on, the dialog lists the other open tasks of the same job role under Also assign, each ticked; untick any to leave it. On a task someone else is on, you choose whom the new person replaces: on all their tasks of the job role, On this task only, or Keep both. When the production manager names the property's analyst or data-entry person, that person is put on the property's open tasks of the job role that nobody is on. See Assign or reassign a taskand Who gets each task.
10/25/2026
Approvals follow the approval given on Workflow roles
A final approval now follows the approval given on Workflow roles. Legal also needs a bar admission on the Staff List. Any executive may give an Accounting or an Executive approval, and so may a person given it. A manager no longer approves, or marks an exception resolved or reopens it, by managing the project; the exception's owner still may. A task that needs an approval is skipped or removed only by a person who may give it, and Skip shows only to them. An executive (the CEO or an Executive on the Staff List) reads all work in every department, and opens Department health and Growth, with every KPI. An executive title alone no longer edits appeals: a JD or a bar admission, Legal staff and developers do. See Approve as Legal, Accounting or Executive, Mark an exception resolved, or reopen it, Skip a task and Roles: Approvals.
10/25/2026
Who gives each final approval is shown and changed on Workflow roles
On Workflow roles, the final approvals a person gives (Legal, Accounting, Executive) show under their name, apart from their role and job roles. A company administrator changes them with Edit approvals, and each one given or removed is kept on the record. The Legal approval can be given only to a person whose bar admission is marked on the Staff List. See Roles: Approvals.
10/25/2026
An OM is reviewed before it is written; a card’s PDF can be imported
On a property's Ingest Data page, an Offering Memorandum no longer writes into the property by itself. When it has been read, its place shows Review: each value it would fill sits beside what the property holds, and a field the property already holds is kept. Apply writes only the values left checked; Discard writes nothing. A PDF already on a card of the property's work can be imported with From a card, with no second upload. Under Switch User, the Audit Log now names the developer behind every entry an import writes. See Add files and comments.
10/24/2026
Running work can take a fix from a newer version
A fix in a newer version of a template can now reach work that is already running. On a template's page, Older work on the newest published version lists the work on older versions, says how many can move, and shows why the others stay. A department manager moves one project at a time, there or with Move to v5 on the project's page. For now a move allows new wording, a new checklist and a new task that nothing already in the work waits for; anything else keeps the work where it is. Checks stay; a check on a line the newer version rewords or removes starts unchecked. See Move work to a newer version.
10/24/2026
The Priority Queue by station; the estimate starts with the cost approach
On a record's Workflow page, Priority Queue lists the tasks under way first, then the other tasks by the station of the process they belong to, such as Scoping or Closing, in the order of the process. The first station with a task free to start is open, and its waiting tasks are under Waiting, closed. The checklist of Produce the estimate now starts with the scoping cost approach, because the estimate needs the cost approach's value. With no forecast, Setup / Inputs says to press Forecast, and other pages say where. The boxes at the top of the Assessments Overview wrap to the space beside the Work panel. A saved NOI source, NOI value, cap rate or growth rate on Setup / Inputs shows in the Audit Log. A GBA typed on the Transaction page stays when the cost approach has no square footage; when it has some, its total replaces the GBA, and the Audit Log shows both values. See The Workflow page of a record.
10/23/2026
A lead’s KPIs follow the department’s name; values on the record pages
On Department health, a KPI that a department's lead moves now names the department as it is called today: after a rename to Legal, the line under the KPI reads "Legal lead". On the record pages: an engagement's Properties counts its active properties; a property's Default Tax Rates shows the state's State form, for the question of whether the state requires one; on the Transaction page, Property Acres leads to the parcels it is summed from, and Units beside it takes a typed unit count, which a Tenant Roll with units replaces. See Department health.
10/23/2026
Received names the file; empty Files fold away
Received on a document now asks which file on the task is the document: choose one, select Add a file to add it to the task first, or select Received without a file for a paper copy. The document then stays on the task under Closed, with who marked it received, when, and its file, which opens from there; under Files, the file starts with the document's name. On a task in the Work panel with no files, Files shows its count only: select it to open it, or drop a file on it. See Ask for a document or a sign-off.
10/23/2026
A renamed department keeps its KPIs; Legal reviews current
A department that is renamed now keeps everything that belongs to it: its Department health view and every KPI on it, the departments named on the ProperTax templates' tasks and, for Tech / Development, the request board. Only the name people see changes. The Legal / Appeals KPI “Legal review current at delivery and closing” is now called Legal reviews current: it has counted two approvals since 10/20/2026, the engagement's legal review of the purchase agreement and the property's release clearance. It counts as before, and its history is kept. See Department health and Create a department.
10/23/2026
The Work panel: your tasks, the ones under way first
The Work panel on a property or engagement now shows your tasks: the tasks you are on, then the tasks nobody is on yet whose job role you hold. Show all is gone from it; the tasks of other people are on the record's Workflow page. All your tasks lists them in groups: In progress first, then Ready, then Waiting, Done and Set aside, shut with their count. A task you move under way rises to the top. Start work is purple only while the record has no work, and never offers a kind of work that already runs on the record. While the guide box shows, the arrow beside a group opens and shuts it as usual. See The Work panel on a record.
10/23/2026
A task’s card: under way first, undecided branches, who finished it
A task's checklist and its questions now open once the task is under way: moved out of Not started, into a stage such as In progress, or done. Before that, its card shows them read only, so you can see what the task involves before you start it. A task whose branch depends on a question nobody has answered yet now reads Undecided, not Not applicable, names the task that asks the question, and shows no Blocked line. A card now shows its stage once, with a label beside it only when the task is out of the plan, and a finished task names who finished it and when. See Check off a task's checklist and The Work panel.
10/22/2026
A party’s answer: clearer choices, more facts, and corrections
In Record answer, the answers now run from Signed off at the top down to Not introduced, with Declined apart under a line, so a higher answer sits higher. Every answer can now carry Heard at RealAdvice by, When and a Note, and every answer but Not introduced and No response can carry Who said it. Selecting a recorded answer, in an open request's History or on the card's Closed list, opens it in full; there a department manager or above can Correct it, saying why. The correction is kept as a new answer, the earlier version stays in the answer's dialog with who replaced it, when and why, and the audit log keeps the answer before and after. A closed request stays closed, even when its answer is corrected to a weaker one, and the reports follow the correction. See Record an outside party's answer.
10/22/2026
A task opens on its record, and a project names its property or engagement
On the Workflow page of a property or an engagement, a task's title now opens the task on that record, with its card open in the Work panel, so you stay on the engagement or the property to move it and answer it. The kind of work under the task still opens its project. A project started on a property or an engagement is now named by that record first, then by its kind of work, on its page, in the purple bar and on Workflow Projects, and a round link beside its name opens the record. The project's Route heading names whose tasks the map counts, and the line under it says where the other work's tasks are. A date box takes years from 1800 to 2100 only. See The Workflow page of a record and A project's page.
10/22/2026
Each task names the page where its work is done
A task card now says where in WarpCore its work is done, under its checklist: Done on and the page as the left menu names it, such as Assessments › Sale History, linked to that page of the record. A task done outside WarpCore names the place in words, and a task done on its own card shows no line. My Route shows the same place on each stop, linked on the record where you hold the task. Company administrators choose each task's place in Done on on the template's tasks, on any version; on the ProperTax templates, the places arrive with the company's next load of those templates. See The Work panel on a record and Where a task's work is done.
10/22/2026
Department health: four KPIs read more closely, and the page fits a smaller screen
“Legal review current at delivery and closing” now also reads the property's release clearance: a property is current only when both it and the engagement's legal review were approved after the last amendment, and the KPI's page says which one was not. Tech requests leaves out a report closed as a duplicate, and judges each open request by the time expected for its kind and priority, so a wishlist idea is no longer read as late; the wishlist is counted apart, with its oldest. WarpCore now keeps each change of a request's priority, with who and when, and Critical requests cleared within 1 business day times a request from when it became Critical. On a 1024-pixel screen the page no longer scrolls sideways. See Department health.
10/21/2026
After both reviews, the appraisal reviewer confirms every section is signed off
The Final is no longer a review section: signing off the last open section locks the property, and only then can the official report print. Once the company next loads the ProperTax templates, the task that followed both reviews for the Final sign-off asks the appraisal reviewer to confirm that every section is signed off instead. Its checklist has two lines: Reviews Complete shows 100%, and the property is locked. The appraisal reviewer ticks both and closes the task; the task does not close by itself. Legal's release clearance still waits on it, and comes next. On Department health no review KPI counts the Final: on work started on the earlier template, MAI review time ends when every section is signed off, and MAI sign-offs complete at delivery, Early MAI sign-offs and Sign-offs cleared by later changes read the MAI's four sections. See Department health.
10/21/2026
My Route: an executive oversees the whole line, and the route reads more plainly
On a route with the Executive job role, every task on the line is lit as one the executive oversees, and each station counts the engagements and properties standing there now, with those at risk; the count opens the Tracker at that station. The ride goes station by station, with Previous station and Next station: each station lists every task done there and, under Here now, the engagements standing there. For everyone, a stop names its station as a station, with the station's own number from the line; the list of stops reads down each column; and Whose route lists people by name. See My Route.
10/21/2026
New work gives each task to the person who holds its job role
When work starts, each task now goes to the person who holds its job role in the department, as recorded on Workflow roles, and shows on their My Tasks. When several people hold the job role, the task goes to the one already working on that engagement in it; until a manager puts one of them on the engagement, the task shows Nobody yet. A property added later follows the same people. A task whose job role nobody holds, and a ProperTax client's task, wait with Nobody yet. On a project's page, each person on a task shows the job role they are on it as, and the list behind Assign names the job roles each person holds. Managers assign and reassign as before, and work already running keeps its people. This needs the ProperTax templates updated and the job roles recorded. See Who gets each task.
10/21/2026
The MAI and ABV reviews are timed from FileMaker
Once the company next loads the ProperTax task times, the two review tasks of new work on a property take their time from the company's FileMaker records. The task to sign off the MAI sections shows 1.8 days, and the task to sign off the ABV sections 1 day, each “measured in FileMaker”, where both showed 3 days as “an estimate”. A record's Critical Path and its Estimated finish count the new times. In FileMaker the MAI's time ends with the Final sign-off, which has its own task here, so the path counts the Final twice, by half a day at most. Once five of these tasks have finished in WarpCore in the last 90 days, WarpCore's own time replaces FileMaker's. Work already started keeps one task for both reviews, and its estimate. See The Workflow page of a record.
10/21/2026
Each department's own analysis and review, and the Final sign-off as its own task
Once the ProperTax templates are next updated, new work on a property has a task for each department's half of the work. Real Estate Appraisal analyzes the cost approach and the comps, and Business Valuation the income approach, the intangibles and WARA. The MAI signs off the MAI sections, and the ABV reviewer the ABV sections. Once both reviews are done, the MAI gives the Final sign-off as its own task, and the report is cleared for release after it. Two job roles join Edit job roles: Business valuation analyst and ABV reviewer. On Department health, ABV review time is measured on that work. Work already started keeps one task for the analysis and one for both reviews, and stays in both departments' counts; its ABV reviews are listed on the KPI's page as not measured, and are not in the median. See Department health.
10/21/2026
My Route: your part of the process, in the app
My Route is new under WorkFlow PM, just above Help, for everyone. It shows the whole ProperTax process on the route map, a row for the client and for each department, and your own part of it lit and numbered: the tasks your job roles own, the client's tasks you wait on, and your team's. Ride my route goes through it one stop at a time, with what arrives, what you do, what you leave behind and where the work goes next, beside the real task: yours when you hold it, or the same task on an engagement in progress, view only. Whose route shows anyone else's. Every task card in the Work panel now links to its stop: See this stop on my route. If your job roles are not recorded yet, ask a company administrator. See My Route.
10/20/2026
Job roles: the jobs each person does in a department
Workflow roles now shows each person's job roles under their role in a department: the jobs they do there, by the names the ProperTax process uses for who does each task, such as Analyst, Data entry or Closing team. A person can hold several. A company administrator changes them with Edit job roles. A job role gives no access. Once the ProperTax templates are next updated, each of their tasks also records the job role that owns it and what it leaves behind. See Roles.
10/20/2026
Missed windows, closing invoice terms settled, and fees billed
Three KPIs join More KPIs on this view on Department health. On Whole company, Missed windows: of the deadlines the departments' own KPIs judge this quarter, the share missed, one line per kind with its department. On Accounting's view, Closing invoice terms settled before closing: of this month's closings, the share whose closing invoice was approved before the closing day with nothing changed after the last approval, or approved again; and Fees billed by client, kind, sector and place, which reads Not measured yet until WarpCore reads the invoices from QuickBooks and shows only to company administrators and Accounting's manager. The question mark beside each says what its number means. See Department health.
10/20/2026
The state check comes earlier, and new clients get a timeline call
Once the ProperTax templates are next updated, three things change. The analyst attaches the state and county rules and checks the reassessment cycle as soon as the property record exists, while the property data is entered, so a property outside the firm's 18-month window is caught before the data entry is done; the check of the assessment date still finishes once the assessments are in. After the client decides to go ahead, a new task asks the account manager to go over the timeline and what comes next with the client's decision makers. It is for a new client, or a client who needs extra guidance; for any other client, mark it not applicable. And a client whose signed MEA is older than the required version signs the current one, as a new client does. Work already started keeps the version it started with; new work takes the new one. See Drafts, published and retired versions and Set the required MEA version.
10/20/2026
The Tracker: every engagement in progress on one screen
Tracker is new in the left menu, right after Dashboard, for everyone. It follows every engagement in progress: where each stands, its next milestone due, what it waits on and from whom, and what is at risk, in five groups by when the next milestone is due, from Past due to No date yet. It opens on your department's view; View picks My engagements, All engagements or another department. Open an engagement on the Tracker to see its milestones, who is on each and what each waits on. Its Overview and its Workflow page then offer Back to the tracker. Show finished engagements adds the engagements finished in the last 12 months. The Tracker shows no fees, documents or notes, and changes nothing. See Tracker.
10/20/2026
How much we wait, sign-offs cleared and missing invoices
How much we wait now measures its first part, from the day the engagement's work started to the closing, compared with last quarter. Real Estate Appraisal's view adds Sign-offs cleared by later changes: the MAI sign-offs that a later change to the data removed, per 100 sign-offs given, by what changed; neither higher nor lower is better. Accounting's view adds Missing invoices: the closing, disposition and true-up invoices that are due and not filed, each property listed on its page. See Department health.
10/20/2026
KPIs read as things stand now get a comparison
Eight Department health KPIs are read as things stand now, for example Closings on track and Engagements fully tracked. Their past cannot be worked out again later, so WarpCore now keeps each one's value every night, for each view it shows on, and compares it with the value kept four weeks before. Until four weeks of values are kept, the line under the value says from which day values are kept and on which day the comparison begins. See Department health.
10/19/2026
An appeal asks the client for its financials
Once the ProperTax templates are next updated, two things change. An appeal gets a new task: the client sends its financials for the assessment date and a copy of its business license. Submitting the evidence waits for them; filing the appeal does not, so the filing deadline never waits on the client. And the client's decision to go ahead no longer waits for the signed MEA: work starts on a verbal yes, and the signed MEA is still checked before the closing. Work already started keeps the version it started with; new work takes the new one. See Drafts, published and retired versions.
10/19/2026
More KPIs on every view
More KPIs on this view now lists each view's further KPIs, folded under the others. Sales has Scoping decisions within 90 days and Active engagements with a current client contact. Real Estate Appraisal has Reports sent by the promised date, MAI sign-offs complete at delivery and Early MAI sign-offs. Legal / Appeals has Appeal decision time and Parties signed off by closing, Closing has Deed verified after closing, and Accounting has Fee changes after approval re-approved. Whole company has How much we wait, Exceptions and overrides and Fees from the five largest clients. The two fee KPIs read Not measured yet until QuickBooks is connected, and so does the first part of How much we wait until it is decided where that part begins. Each KPI now shows on the views chosen for it. Three tasks now belong to Closing, not Sales: recording the parties and their sign-offs, the call to the asset manager after the closing, and the email three months before the reassessment notice. Once the templates are next updated, they count in Closing's Our steps. See Department health.
10/19/2026
Everyone can see where an engagement stands
An engagement's Workflow page now shows every task of the engagement's work and of its properties' work to everyone who is signed in. A task of work you cannot open is view only: its title is not a link, and its card on the Kanban does not move. A property's and an organization's pages, the Calendar and every project page stay as they were. See The Workflow page of a record.
10/19/2026
The required MEA version
A company administrator now sets the MEA version the company requires, on Company Settings: select Company settings on Workflow Templates. Everyone can read it. A client's signed MEA counts as current when it is that version or a later one, so a required 3.1 accepts 3.1.4 and 3.2 but not 3.0. The MEA pill on an engagement's page, the Buyer MEA and Seller MEA columns of the Weekly Project Review and the KPI Signed current MEA before closing compare each client's MEA with it; nothing waits on it. On an organization's Legal page, MEA Version now takes the version as the MEA writes it, such as 3.1.2. See Set the required MEA version and Record a client's MEA version.
10/18/2026
Files and comments on every task, project and group
A task in the Work panel, a project, a group and a Tech request now each have Files and Comments. Drop several documents on a card, or select Choose files, and open or save them from the card; ask a question under them, and the answers stay beside the document. Comments go one level deep, a reply to a reply says whom it answers, and a deleted comment keeps its place while a reply under it remains, as on Tech requests. Whoever can open the card reads them; whoever works on it adds to them. See Add files and comments to your work.
10/18/2026
Growth, under Performance
Whoever may open Department health now also finds Growth under Performance. It shows our relationships with other organizations: Our best friends, ranked by the engagements they shared with us in the last 24 months, with who is rising or going quiet; the hubs that sit beside several of our clients; where we work; and new clients and work from returning clients. Each organization opens its Insights tab, which then offers the way back. It names organizations only, never a person. See Growth.
10/18/2026
Department health on your Dashboard
A department manager, a company administrator and the executive observer can now see Department health on the Dashboard. The Department Health widget shows the view of the department you worked in most in the last 30 days (Whole company for a company administrator and the executive observer), its first three KPIs as the screen shows them, and Open Department health, which opens that view. A new Dashboard has it at the bottom; to add it to yours, select Edit Dashboard, then Add Widget. See Department health.
10/17/2026
A task’s description and checklist, on its card
Open a task in the Work panel and it now begins with its description, then Checklist: the items to confirm while you do it, one line each. The people on the task and the managers of the project check each item when it is done, and the line says who checked it and when. A checklist never stops a task. My Tasks, the Kanban of a record's Workflow page and the project page show how many items are checked. A template's tasks get their items on a draft, under Tasks. See Check off a task's checklist.
10/17/2026
A PSA amendment on an engagement asks again for each property’s release
When a PSA amendment is marked received on an engagement's work, the release approval on the work of each property of that engagement now goes stale too: its card shows Stale: new amendment, and Legal is asked to approve again. The approve dialog on a property now also lists the engagement's PSA and amendments, each followed by the name of the work it came from, and the approval covers them. See Approve as Legal, Accounting or Executive.
10/17/2026
Department health: the Tech / Development KPIs
The Tech / Development view of Department health now shows its KPIs: Automatic updates completed, Critical requests cleared within 1 business day, KPIs measured, Tech requests and Moves a record-only rule would have stopped. KPIs measured lists each KPI that is not measured yet, with what it waits on. On the Sales view, Estimates sent by the promised date now judges an estimate once its promised day is over, so one due today no longer reads as missed. See Read a KPI.
10/17/2026
Department health: the Sales, Real Estate Appraisal and Business Valuation KPIs
The Sales, Real Estate Appraisal and Business Valuation views of Department health now show their KPIs, such as Days waiting for client documents, MAI review time and ABV sign-offs complete at delivery. Until Real Estate Appraisal and Business Valuation each have their own review task in the template, a KPI about the review shows on both their views. Inquiry reply time reads in hours, and shows Not measured yet until the website's inquiries reach WarpCore. See Read a KPI.
10/17/2026
Department health, under Performance
Company administrators, the executive observer and department managers now have Performance in the left menu, with Department health: the KPIs of Whole company and of each department you may open. Each KPI shows its value, what it counts over and the period before. Select a KPI's name to see the cases behind the number. See Read a KPI.
10/17/2026
Answer your task’s question on its card
When a task you are on asks a question, such as whether to appeal the reassessment, its card now shows it under Question to answer, and you answer it there. Until it is answered, its card on My Tasks says so. The same question is open to you in Fields on the project's page, on that project only. Managers still change any value. Answering is never required. See Answer a question on your task.
10/16/2026
Zephram in the top bar: WorkFlow PM, Company AI and Database AI
The top bar's “Zephram Company AI” now reads Zephram. Select it, then WorkFlow PM to open Guide me as before, or Company AI to open Zephram Company AI, which is still being built. Administrators and developers also see Database AI. The left menu is unchanged.
10/16/2026
New names: Create (Classic), WorkFlow PM, Help, and the guide under Zephram Company AI
When a new engagement or property offers its usual work, the two buttons now read Create (Classic), which makes the record alone, and Create (WorkFlow PM), which makes it and starts the ticked work. In the left menu, what was “Workflow” is now WorkFlow PM, and its last row, once “Docs”, is now Help. To open Guide me, select Zephram Company AI in the top bar, then WorkFlow PM. What each one does is unchanged. See Setting up work on a new record.
10/16/2026
Confirm the closing date, and see when it changes
On an engagement's “Confirm the closing date”, the person on the task or a manager now records that the closing party confirmed each closing date, with Confirm closing date. When a closing date changes after that, the task's card and its My Tasks card show “Closing date changed · confirm again” with a glowing edge, until someone selects Confirm again. The task stays done, and every confirmation stays in its history. On the dashboard's web inquiries, Contacted now names who made the first reply. See Confirm a closing date.
10/15/2026
The ProperTax templates, rebuilt from the staff survey
The two ProperTax templates now follow what staff said in the October survey. Every task has a short name. New tasks record the first contact with a client, send the two-week notice before an estimate, review each estimate before it goes out, review the client's draft purchase agreement, bring production and the closing team together over the engagement's checklist, review a press release about the sale, and follow up on an appeal's hearing notice. The closing invoice is now drafted and approved after the report copy, before delivery. Work already started keeps the version it started with; new work takes this one. See Reading the route map.
10/13/2026
A visible focus ring, and three screens that say more
When you move with the Tab key, the field you are in now shows a purple ring, on every text field, list and text box in WarpCore. On New template, a gray Next says what is missing when you point at it, and a message at the bottom right says it too. On a group's list of one task, each row keeps the member's name in a narrow window, and the list scrolls sideways instead. Workflow roles shows each person's email under the name and who gave the role under the date, so Remove stays in view. See New template.
10/13/2026
Start work on the record, not on the Weekly Project Review
The Weekly Project Review is a status report now. It no longer shows its five Workflow columns, such as Work and Owner, or the Gaps only filter, so you cannot start work there. Start work on the record's Work panel, or, if you are a department manager, from the No Work Yet list. See Start work on a property or engagement.
10/12/2026
Two Workflow widgets for your Dashboard
Your Dashboard can now show Your Tasks in Priority Order: your own open tasks, Under way first, then Free to start, then Waiting. The name of each task opens the Workflow page of its property or engagement. Work by Tag shows the open tasks that carry one tag, such as Appeals, in the five columns of My Tasks. Pick its Tag, and add one for each tag you follow. Both take the place of the Workflow widgets that said they were coming soon: where your Dashboard had the priority one, it now shows your tasks, and the three kanban ones are gone. See Add Workflow widgets to your Dashboard.
10/12/2026
Say Me too, and talk about a request
On Tech requests, select Me too on a request that affects you too, instead of filing it again; select it again to take it back. A request's page names the people who said it. The Overview now shows Most wanted in place of the newest requests, and a list sorts by Most Me too. Me too informs Tech / Development; it does not set the order of work. Under each request, Comments lets everyone who can read it comment and reply, and change or delete their own words. Tech / Development can hide a comment that is not right for everyone to read. The person who filed a request gets an email about a comment, and a comment's author about a reply. See Say Me too and comment.
10/12/2026
A screen reader now says which exceptions are open
On a task's card, a screen reader now says “Open” before each exception that is still open, as the warning icon shows it on screen. A resolved or removed exception is read with the line that says how it ended, and each row under Needs is read with where it stands, such as “Needed · not yet requested”. Nothing on the screen changes.
10/11/2026
The weekday brief now lists the exceptions you own
Your weekday-morning brief now lists each open exception you own, after the tasks it lists, until the exception is resolved. Each line names the approval and its task, the exception's words and how many days ago it was noted, with a link to the project. When nobody who owns an exception can open its project, the project's managers get the line in their brief instead. The subject counts the exceptions too. See Mark an exception resolved, or reopen it.
10/11/2026
Mark an exception resolved, or reopen it
Each exception on a task's card now shows whether it is still open. When one is closed, its owner, a person in the job of an approval that named it, or a manager of the project selects Mark resolved, and can say how in How was it resolved?. The card then says who resolved it and on which day, and Reopen opens it again. An exception about an outside party resolves itself when the party's answer comes in, and one a later approval leaves out shows “Removed when Legal approved again”. Cleared counts the open exceptions only, and the next approval carries only those. Exceptions named before 10/11/2026 stay open until someone resolves them or a new approval leaves them out. See Mark an exception resolved, or reopen it.
10/11/2026
The Critical Path of a record
On the Workflow page of a property, engagement or organization, Critical Path now shows each piece of work's longest line of tasks that must finish one after another, in days, and its Estimated finish. Each task says how long it takes and where that time comes from: measured in WarpCore once five of these tasks have finished in the last 90 days, measured in FileMaker, or an estimate. Next marks the first task that can move now. In the template editor, each task on Tasks shows its Time, read only. The two ProperTax templates now carry a time for every task. See The Workflow page of a record.
10/11/2026
Tech requests: report a problem, share an idea, ask for IT help
Tech requests, in the left menu right after Dashboard, is one board for the whole company. New request reports something in WarpCore that does not work, shares an idea, or asks for IT help. Everyone sees every request and how far it has got, except those marked Visible only to Tech / Development. My requests lists yours: you can change your request, mark it, and withdraw it while nobody has taken it. In Tech / Development, a request's page offers Take it, Priority and the mark. See Tech requests and File a request.
10/11/2026
Who is told about a Tech / Development ticket
A ticket now emails the few people it concerns, and only people who can read it. A problem or an IT help request from someone outside Tech / Development emails everyone in Tech / Development; an idea sends none. That person then gets one email when Tech / Development picks the request up, and one when it closes, saying it is done or why it will not be done. Someone put on a ticket or taken off it by another person gets one too. See Who is told.
10/10/2026
A template's tasks say which departments do them
In the template editor, each task on Tasks has Departments: the departments that do the task, whose numbers count it. A task can have more than one, and one with none counts for its template's department. Like a tag, a task's departments belong to it in every version of its template, Revise keeps them, and a copy to a new template starts with none. Only a company administrator changes them; everyone else sees them grayed out. The two ProperTax templates now carry the company's map of which department does each task. See Set the departments of a template's tasks.
10/10/2026
A ticket can carry a priority
Each Tech / Development ticket now has a Priority: Low, Medium, High or Critical. Anyone in the department who can change work sets it, when filing the ticket or later in its own fields, and it can stay empty until someone does. A ticket can also be marked “Visible only to Tech / Development” when it is personal or shows a client's details. The kinds of ticket are now Problem report, Bug, Idea and IT help. See File a ticket.
10/10/2026
A template's tasks can carry tags
A company administrator keeps the company's list of tags on Task Tags, opened with Task tags on Workflow Templates: add, rename and retire a tag. In the template editor, each task on Tasks has Tags, to pick tags from that list, so that work of one kind can be found together. A tag belongs to the task in every version of its template: it can change on a published version too, the change reaches work that is running now, and Revise keeps it. A copy to a new template starts with no tags. See Task Tags and Tag a template's tasks.
10/10/2026
File a ticket, and take one that nobody has
In a project whose template has tasks that can repeat, such as Tech / Development's ticket project, New ticket above Tasks by stage files one: its kind, a title, and the fields each ticket fills in, with Description required. A new ticket starts in the first stage with Nobody yet. Take it on its row puts you on it, and nobody else; a department manager still assigns a ticket that is stuck. A ticket's title opens its own fields, which anyone in the department who can change work edits there, a contributor too. See File a ticket and Take a ticket.
10/10/2026
Every Workflow screen has a Help link
Each Workflow screen now has a Help link that opens the page here about that screen. It is at the right end of the screen's top row, after the screen's buttons. In the dialog that offers to start work on a new property or engagement, it is beside the buttons and opens in a new tab, so the dialog stays open. See Screens.
10/10/2026
A template task can repeat, and a field can belong to each task
In the template editor, Tasks has Can repeat on each task: a task that can repeat is not made when a project starts, but each time someone files one, as Tech / Development's tickets will be; filing one is not available yet. It cannot wait for another task, and no task can wait for it. Fields has For each task: each task then fills the field in for itself, and no condition tests it. Publish refuses a task that can repeat with a dependency on another task. See Tasks and Fields.
10/10/2026
The Calendar of a record lists its dates
On the Workflow page of a property, an engagement or an organization, Calendar now lists the dates that matter: a property's Closing and True-Up Date, an engagement's First Closing and Most Recent Closing, the date fields of the work, and the day each task that waits for a date can start. Upcoming dates come first, under a heading for each month; past dates are folded at the bottom. Property and Engagement narrow it as they narrow the other views, and a record with no work still lists its own dates. See The Workflow page of a record.
10/09/2026
The Work panel lists only the moves you may make
On a task's card in the Work panel, Move to… no longer lists a stage that is for a higher role than yours, or only for the people on the task. Before, the stage was listed, and the move was refused after you picked it. A person who may override still sees the stage, with You can override this. under it. See How work moves through stages.
10/09/2026
Your Change Tickets and Tech Tickets are gone from the menu
The Staff section of the menu no longer offers "Your Change Tickets", a page that never held anything, and developers no longer see "Tech Tickets". Both pages are retired, and an old bookmark to either one now opens a page that says it could not be found. Development's tickets will come back later as tasks in Workflow projects. See What Workflow is.
10/09/2026
The Workflow page of a record shows its tasks
On the Workflow page of a property, an engagement or an organization, Priority Queue now lists the open tasks in the order to pick them up: Under way, Free to start, then Waiting, with what each waiting task waits on. Kanban shows the same tasks in the columns of My Tasks, and you move them the same way. An engagement's page includes its properties' tasks, with Property to see one property; an organization's page includes its engagements', with Engagement. Your tasks come first; the rest are behind Show all. Calendar and Critical Path are not ready yet. See The Workflow page of a record.
10/09/2026
Clearer workflow email when a task is waiting
The email that tells you a task is waiting on you, and your weekday-morning brief, now say "task", as every Workflow screen does. When no one who can open a project is assigned to a task, they tell the project's managers just that. Before, they said that no one was assigned, even when someone was assigned who cannot open the project. See When a role is removed.
10/09/2026
Tasks with the same title are grouped on the Work panel
Under This page, tasks with the same title from more than one project now show the title once, with one row for each project. Select a project's name to open its task. Your own tasks come first in each group, and other people's tasks are behind the group's own Show all. After every move from the Work panel, a message at the bottom right says where the task went, such as Task moved. See The Work panel on a record.
10/09/2026
Renaming a group renames its task board
Rename group now changes the name on the group's task board too, so the two always match. If the task board does not take the new name, or cannot be reached, the group keeps its old name and a message says why, for example “The task board is temporarily unreachable, so the group was not renamed.” See A group's board.
10/09/2026
A task card names what it waits on
When one thing blocks a task, its card in the Work panel now names it, such as “Blocked · waiting on Legal approval”. Two or more are still counted. When a move is refused because another task must finish first, that task shows under Needs as opened, not as requested by you. On a project's page, Waiting on no longer counts a wait the work goes ahead without. In the window that asks Why override?, Enter now moves the task once you give the reason. See “Waiting on” lines.
10/09/2026
A published template version no longer suggests changes
On a published or retired version, the template editor no longer offers what it would refuse: Stages has no handle to drag, Transitions drops New transitions are for, and the line under Dependencies says “this version is read-only”. With no department to choose, Workflow Templates now says whether none exists or you have no role in one. The small label above each Workflow screen's title is darker and easier to read. See The template editor.
10/09/2026
Sign in again to make an administrator after 12 hours
The few people who can make someone a company administrator, or remove one, now sign in again when their last sign-in was more than 12 hours ago. Until they do, a message at the bottom right says “Your administrator role was checked more than 12 hours ago. Sign in again to use it.” Nothing else changes. See Who can see and do what.
10/07/2026
Work on a deleted property or engagement is paused
When a property or an engagement is deleted, its work leaves every list: Workflow Projects, My Tasks, its groups, and the email about it. Nobody can change it until the record is restored, and its page, opened from a link, says so: “This property was deleted on 10/07/2026; its work is paused until it is restored.” Nothing in the work is changed, so a restore brings it all back as it was. See A project or its tasks disappeared.
10/06/2026
One override is enough
When a task waits for another task that is not done, a manager can move it anyway and give the reason. Now they do this once, not at each move. After that, the task moves as usual and shows Started without its prerequisites. A task that waits for an approval still cannot finish until it is approved. See I can't move a task to the stage I want.
10/06/2026
When management views WarpCore as you
Someone in management can view WarpCore as you, to see what you see. In Workflow, they now also see what a move, a skip or an assign would do, as you would see it. They still cannot change anything. The view shows what your roles and your projects let you do. See Who can see and do what.
10/06/2026
A task waits for the tasks that block it
A task that waits for another task with Blocks the task cannot move while that task is not done. If you try, the message at the bottom right says “This task is waiting on work that is not finished.” A manager, or a person whose access says May override, can move it anyway and give the reason. The task then shows Started without its prerequisites. See How a task waits.
10/06/2026
The purple bar names the template, group or project
On a template, a group or a project, and on every page under it, the purple bar at the top of the page now ends with its name. Select Workflow Templates, Workflow Groups or Workflow Projects in the bar to go back to the list. Above a template's name, the page now says Workflow and the department. See A template and its versions.
10/06/2026
Workflow links are together
The Workflow menu now appears for everyone. It starts with My Tasks and ends with Docs. People with a department or company role also see the four administration screens between them. See What Workflow is.
10/06/2026
Messages use the same words as the screens
When Workflow refuses a move, a skip or a publish, the message now uses the words you see on the screens, such as task. A publish check names the squares of the Task grid and the endings. A party's answer reads Signed off on every screen. On a group's task view, Last activity says Moved, State changed or Wait ended. The Approve window now says that a PSA amendment that arrives later makes an approval stale. See I can't move a task to the stage I want and Publish checks.
10/06/2026
Clearer words in the template editor
On a published or retired version, Stages, Fields, Tasks, Transitions and Task grid now say “this version is read-only” under the title. Version statuses read Draft, Published and Retired. Who may move work, and who a task goes to first, use the role names of the people screens, such as Company administrator. A grayed-out Revise or New template now says why. See Project and version statuses and “New project”, “New template” or “Revise” is grayed out.
10/05/2026
Start work from the Weekly Project Review
On the Weekly Project Review, the Work bubble now also turns red when the property or its engagement has no work yet. Point to the bubble to see which. Select it to start the usual work, as on the record. See Start work on a property or engagement.
10/05/2026
Copy a template, delete a draft, rename a group
On a template's page, Copy makes a new template from the draft or a published version, and Delete draft deletes a draft nobody wants, after a question that names who changed it last. Revise now works on a retired version too. On a group's board, Rename group is beside Close group. See Copy a template and Delete a draft.
10/05/2026
Override a refused move on the Work panel
A manager, or a person whose access says May override, can now move a task past a rule from the Work panel of a property or an engagement. When a rule refuses the move, the message at the bottom right says why, and a window asks Why override? Give the reason and select Override and move. WarpCore keeps the reason with the move. See Move a task to another stage.
10/05/2026
Access you gave yourself ends with your role
A department manager who gives themselves access to a project keeps it only while they keep their role. When someone removes the role, that access goes too, unless another role still lets them give access there. Email about work that waits on someone now goes only to people who can open the project. See Who can see and do what.
10/07/2026
Important messages stay until you dismiss them
Red messages at the bottom right now stay until you dismiss them. Green, gray, and yellow messages close after 7 seconds. A process can also keep an important completion message open, including ingestion completion. To find the cause of a message, see Troubleshooting.
10/05/2026
A Workflow page on every record
A property, an engagement and an organization each have Workflow in the left menu, second under the record. Its page has four views: Priority Queue, Calendar, Kanban and Critical Path. Each view arrives with the Workflow project-management layer, and so do the four widgets of the new Workflow group on the dashboard. The engagement Checklist page is gone: an engagement's work is in the Work panel on the right of its pages. See Work panel.
10/04/2026
Move tasks on My Tasks
Drag a card to another column, or open its ⋮. When a column holds more than one place for the task, My Tasks asks Where should it go?, and a gray choice says why it is not available. A finished task can be opened again from Show finished tasks. See Move a task on My Tasks.
10/03/2026
Docs for Workflow
These pages. Open Workflow, then Docs, in the left menu. Start with What Workflow is, or search in your own words.
10/03/2026
People who have left are not offered
When you approve, the owner of an exception is picked only from people who still work here, and so is Heard at RealAdvice by when you record an outside party's answer. An exception whose owner has left opens with no owner, and the approval waits until you pick one. See Approve as Legal, Accounting or Executive.
10/03/2026
A project’s page shows its values
Fields sits above the tasks, and a manager changes the values in place. Tasks that depend on a value change with it. A manager can also Bring back a skipped or not-applicable task. See Change a project's values and Skip a task, and bring it back.
10/03/2026
Templates can test values
A template can have fields, and its tasks and transitions can test them. A task whose test fails is not applicable. See Make a task depend on a value and Why a task is “Not applicable”. In the template editor, the moves between stages are now called Transitions.
10/02/2026
A limit on starting work
One person can start only so much work in an hour outside their own departments. See Starting work on a record.
10/01/2026
Start work on existing records
A property or engagement with no work shows Start work in its Work panel, and managers have No Work Yet to find such records. See Starting work on a record.
09/30/2026
My Tasks names the work
Each card names its property and engagement, what it waits on, and the tasks that wait on it. An outside party's answer is in purple: select it to read what it means. See My Tasks and “Waiting on” lines.
What's new
What's new
Recent changes to Workflow that you will notice.