Here is the finalized, highly scannable, and visually structured guide for the **Procorem Task & Workflow Cycle**, designed for MDDHCD collaborators. --- ## 🏗️ The Procorem Task & Workflow Cycle When collaborating on projects or compliance submissions with MDDHCD, tasks follow an automated, sequential pipeline: ``` [1. Task Chain Created] ➔ [2. Assigned with Deadline] ➔ [3. Assignee Marks Completed] │ [6. Next Task Triggered] ◀ [5. Deadline Recalculated] ◀ [4. Owner Approves (Thumbs-Up)] ``` ### 1. Account Setup & Project Assignment * **Invitation:** You will receive an email invitation to join a specific project WorkCenter. Check your spam/junk folder if you do not see it. * **Account Creation:** Click **Sign Up**, verify your auto-populated details, create a secure password, and accept the Terms and Conditions. * **The Dashboard:** Upon logging in, you will land on **My Activity Feed**. Use the left-hand navigation menu to view your assigned WorkCenters, tracking calendars, and active tasks. ### 2. File Upload Protocol Before marking an assigned task as finished, you must upload all required compliance or application documents. * **Navigation:** Select the **Files** tab within your designated WorkCenter and open the correct subfolder. * **Naming Convention:** Use this strict format to avoid processing delays: > `File Type_Property Name_HFA Number_Upload Date(year.day.month)` * **Uploading:** Drag and drop your files or use the **Choose File** button, then click **Upload**. 📌 *Note: Completing a document upload automatically sends an email notification to your portfolio manager, including any comments you leave on the upload screen.* ### 3. Completing Assigned Tasks Once your files are successfully uploaded, you must manually trigger the next workflow step in Procorem: 1. Go to the **Tasks** tab in your WorkCenter. 2. Click on the specific task you have fulfilled. 3. Under the *Assigned To* section, check the **Mark Finished** box. 4. Click **OK** on the confirmation pop-up. The status button will update to a green **Finished** indicator, and a confirmation banner will appear at the top of your screen. ### 4. Review, Approval, and Chain Reaction * **The Review:** Your completion triggers an automated email to the Task Owner (e.g., your MDDHCD Portfolio Manager). * **The Thumbs-Up:** The Task Owner reviews your uploaded documents and officially approves the task by giving it a **Thumbs-Up**. * **Auto-Recalculation:** Procorem immediately recalculates downstream deadlines based on pre-set task dependencies. * **Next Task Trigger:** The system automatically activates and issues the next step in the chain to its respective assignee, keeping the project timeline moving smoothly. --- ## 🛠️ Need Technical Support? For questions or technical blockages, please route your inquiry to the appropriate channel: | Issue Type | Contact Method / Destination | | --- | --- | | **Platform & DHCD Technical Issues** | Email the DHCD Support Mailbox at `dhcd.prolinksupport@maryland.gov` | | **Password Expirations & Login Issues** | Contact Prolink directly at `Support@prolinksolutions.com` | | **Specific Property or Task Questions** | Post a comment inside the Procorem **Posts** tab or contact your designated Portfolio Manager |