Quick Reference — WBS Level Numbering
WBS Code Level Name Description / Example
1.0 Major Process The top-level category or phase — e.g., Tenant Move-Out, Monthly Rent Collection
1.1 Step within Process A distinct step or task group — e.g., Inspect Unit, Process Payments
1.1.1 Specific Action / Decision Point A discrete action or decision — e.g., Document damages with photos, Is deposit sufficient?
Process Information
Step Breakdown
WBS Code Task / Step Notes / Details
1.0
1.1
1.1.1
1.1.2
1.2
1.2.1
1.2.2
2.0
2.1
2.1.1
2.1.2
2.2
2.2.1
3.0
3.1
3.1.1
3.1.2
3.2
3.2.1
Getting Started
1
Pick a monthly or recurring process — lease renewals, maintenance inspections, rent collection, vendor payments — and name it in the Process Name field above.
2
List each major phase or category as a 1.0 / 2.0 / 3.0 entry. Think of these as the chapters of the process.
3
Break each phase into its main steps at the 1.1 / 1.2 level. These are the distinct tasks someone would check off.
4
Expand any step that involves a decision or a sequence of specific actions to the 1.1.1 / 1.1.2 level. Use the Notes column for deadlines, responsible parties, or forms needed.
5
Use the Save to Browser button to preserve your work. Your saved worksheet stays on this device. To share or archive it, use Download as Text.
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