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. 
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