WarpCore

What you need to know

A is written as a draft, checked section by section, and then published. Nothing is live until you publish: nobody can start work from a draft. Writing templates is for department managers and company administrators.

1. Create the draft

Open WorkFlow PM in the left menu, select Workflow Templates, and choose the Department.
Select New template. A short wizard opens: Basics, Starting point, Stages, Tasks, Review.
In Basics, type the Template name, and choose the Department and the Kind of work. If the kind is not there yet, select New kind. Then select Next.
In Starting point, choose Yes — start from an existing template to copy one you have, or No, start empty.
If you start from a template, untick the stages and the tasks your new template does not need.
In Review, check what the draft will start with, then select Create draft.

2. Check each section

The draft opens in the template editor. Its eight sections are in the left menu, numbered in the order to work through them: Stages, Outcomes, Fields, Tasks, Transitions, Dependencies, Task grid, Publish. A number beside a section counts what to fix there before you can publish.

Mark one stage as the start, and at least one as an ending, in Stages.
Give each ending its outcomes, in Outcomes.
Add the tasks, in Tasks, and the moves between stages, in Transitions.
In Task grid, say for each task and stage which column of a person's board the task is in. The codes:

Template version · Task grid · legend

Example · sample data

What each code means, and what it does on a person’s board:

BK: Backlog — Parked in someone’s “Backlog”: not to start yet, while the task sits at this stage.
SL: Up next — Appears in someone’s “Up next” while the task is at this stage.
IP: Doing — Sits in someone’s “Doing” — this is where the work happens.
RV: In review — Waits with a reviewer, off the doer’s active list.
CL: Closed — Sits in someone’s “Closed”: finished as far as this task goes.

A hatched square holds no value yet — nobody has said where the task sits at that stage. Publishing this version needs every square set.

Good to know

Every change saves as you make it. There is no Save button, except in the form of Dependencies.

3. Publish

Before you do this

After you publish, you cannot change this version. To fix something later, select Revise on the template's page: it makes a new draft that you change and publish. Projects that already started keep the version they started on.

Select Publish in the left menu. It lists everything still to fix, with a link to each section.
When it says Ready to publish., select Publish this version.

What you did

You wrote a template, checked it, and published it. Work can now start from it: see Starting work on a record. What each version status means: Project and version statuses.

After Create draft, a message says “Draft created. Check each section in the left rail, then Publish.”

Your first template