Workframe is a centralized hub for communications, allowing transparency and accountability across a project lifecycle. Throughout the application, you’ll notice some of the following terms:
- My Work - A personal dashboard of the tasks you have assigned, those that have been assigned to you, and conversations and comments you are part of.
- Portfolio - A view of all of your projects grouped by location.
- Location - Locations can be a physical location such as a property address or another grouping of projects, such as client name.
- Project - This is a collection of tasks for a specific real estate or construction initiative.
- Project template- A framework that helps you to get started with new projects swiftly and easily.
- Dependencies - Increase and promote accountability by creating “finish to start” dependent relationships between tasks and approvals.
- Custom fields- Custom fields allow you to capture specific project data, such as square footage, budget, etc. and allow for data aggregation and analysis.
- Phases - These represent key phases of your project with critical dates, and help keep your project on schedule.
- Documents - This is the backbone of the software application. Documents provide context for your project activities and can span multiple types (e.g. letter of intent, design presentations, floor plans).
- Conversations - These allow your team to communicate ideas, questions, and concerns.
- Tasks - These break down your project into discrete activities. You can assign tasks to team members in order to improve accountability. A task can be a standard task or an approval.
- Public Access - Changing the public access settings to limit visibility of tasks, conversations and documents.
- Notifications and Alerts - These allow you to stay apprised of everything that is going on within your project.
- Tags - These allow you to organize your project activities so you can easily filter Conversations, Tasks, and Approvals.
- Team - This is a list of everyone on your project and their contact details.
- @mention - Use this feature to cause a notification in comments and conversations.
- Triggers- Custom notifications an admin user can set on the project/template level.