WarpCore

What you need to know

A template lists its s in order, such as Intake, Review and Filed. Each task of a project is at one stage at a time, and each task moves on by itself, not with the whole project. A is a move from one stage to another that the template permits. When a task moves into an , it is finished.

How it works

One task, moving along the stages of its template:

Intake

Where the task starts.

Working

Someone does the work.

Review

Someone checks it.

Filed

An ending: the task is done.

You move a task on the Work panel of the property or engagement the work is for. Open the task's card and select Move to…. The menu lists only the stages you may move the task to from where it is now. A stage that is for a higher role than yours, or only for the people on the task, is not listed. A person who may override sees it, with You can override this. under it. See Move a task to another stage.

What a stage says

The template gives each stage three settings:

Setting	What it means
Where it sits in the work	Not planned yet, Ready to start, Being worked on, Finished or Stopped. It tells the shared task board where to show the work.
Start	Every task of a new project starts at this stage.
Ending	Work finishes here. An ending sits in Finished or in Stopped.

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What a move does to the task

A move changes the task's stage. A move into or out of an ending also changes the task's state:

The move	The task becomes
Into an ending that sits in Finished	Done. Work that waits on it can go ahead.
Into an ending that sits in Stopped	Skipped. Work that waits on it goes ahead without it.
Out of an ending, back to a working stage	Active again.
From one working stage to another	The same. Only its stage changes.

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Each ending has at least one , such as Won or Withdrawn: a template cannot be published without one. The menu offers the ending once for each outcome, as the stage name and the outcome together, and you pick the one that happened. An outcome named as its stage shows the name once.

What a transition permits

Who may make it. The template sets this on each transition: Anyone on the project, Department managers and above or Company administrators only. With Only the assignee ticked, it is also only for the people on the task. The menu does not list the move for anyone else, except a person who may override. Workflow refuses a move by anyone else, and says so in a message.
When it applies. A transition can have tests on the project's values, shown after Only when in the template. While a test fails, the move is not in the menu, except for a person who may override.
Where it leads. A move the template does not list is not in the menu at all.

Good to know

Your company decides which of these rules apply. As Workflow is set up at first, it checks who may make a transition. It does not require every move to follow one: a manager who moves many tasks at once from a group can pick any stage. Ask tech which rules are on for your company.

Where you see the stage

On a task's card in the Work panel, under its title.
On a card on My Tasks, between the kind of work and the department.
On a project's page, where Tasks by stage groups the tasks by the stage they are at.

The stage also decides which board column a task is in: see How stages map to board columns. When a move is refused, see I can't move a task to the stage I want.

How work moves through stages