What you need to know
A task can have a : the items to confirm while you do the task, one line for each item. Check each line when its item is done. WarpCore keeps who checked it and on which day. When someone other than the person on the task checked a line, such as a manager or a colleague in the task's job role, the card names them under the line.
The items come from the version of the template the work runs. You cannot add a line on a running task. To change the items, a person who edits the template changes them on a draft and publishes a new version: work that is running keeps its items until a manager moves it to the new version. Then a check on a line with the same words stays, and a line the new version rewords or removes starts unchecked.
Some lines ask for something WarpCore already holds: a value on the property or the engagement, such as the purchase price, the parcels, a tax bill, the cost approach, a review sign-off, a section's Prep column fully ticked or the client's MEA version; an answer to the task's own question; a document received on the task; or each party's sign-off. Such a line is done as soon as WarpCore holds what it asks for, whoever entered it: it shows a green check mark in place of its box, and it counts as checked on the card, on My Tasks and on the project page. Nothing is recorded for it, so if the value is removed, the line is no longer done and its box comes back.
The words of a line WarpCore answers are a link to where its value is entered, whether the line is done or not: the page for a value, or the file for a received document. A line that the task's own question or the parties' sign-offs answer has no link, since you answer it on the card itself.
You can still check such a line yourself before WarpCore holds its value, for example when the value is kept outside WarpCore. Your check is kept with your name, as on any line. Once WarpCore holds the value, the line shows the green check mark and no name under it; if the value is removed later, your check shows again.
A checklist never stops a task. You can move a task to its last stage with lines that are not checked.
Before you start
- You must be on the task, hold the task's job role, or be a manager of the project. Anyone else sees the same lines and who checked them, with a mark beside each line and no box.
- On a task someone else is on, a person who holds its job role checks a line under their own name, and is not asked anything: the person on the task stays on it.
- On a task that is under way and that nobody is on, a person who holds the task's job role can check a line too. The first check asks Make it yours?, with the count of the job role's other open tasks that nobody is on. Select the Take button (the button counts this task too) to check the line and be put on the task and on those tasks; Cancel changes nothing.
- A manager who does not hold the job role and checks a line on such a task is put on that task only, and is not asked.
- The task must be under way or done: moved out of Not started, into a stage such as In progress. On a task not started yet, the lines show with a mark and no box, so you can read what the task involves before you start it; a line WarpCore answered shows its green check mark there too. A skipped task, or one that is not applicable, keeps its lines as they are.
What to do
- Open the property or engagement. In its Work panel, select the title of the task to open it. Its description is at the top, then Checklist, with how many lines are checked while some are still to do.
- Select the box beside an item when it is done. To take a check back, select the box again. A line with a green check mark and no box is one WarpCore answered: there is nothing to check. Underlined words open the page where the line's value is entered; selecting them does not check the line.
Confirm it worked
- The box shows its new state at once.
- On a task you are on, the box alone shows your check. On a task you are not on, the card names you under the line: “Checked by you on 09/30/2026”, with the day you checked it. Under a line you unchecked, nothing: WarpCore still keeps who unchecked it and when.
- The count beside Checklist changes, and so does the line Checklist · “1 of 3 checked” on My Tasks and on the project page. Once every line is checked, or the task is done, the card shows no count: the boxes and marks say it.
- A line WarpCore answered counts once, whether or not someone checked it too.
If it did not work
- There are no boxes, only a mark beside each line: the task is not started yet, or you are not on the task, do not hold its job role and are not a manager of the project. Move the task to a stage such as In progress first, or ask the person on the task, or a manager.
- A line shows a green check mark and no box, and nobody checked it: WarpCore holds the value it asks for. To change it, select the line's words to open the page where the value is entered, and change it there.
- You selected a line's words and a page opened instead of the box being checked: the underlined words are a link to where the value is entered. Select the box beside them to check the line.
- A message says “Only the people on this task, others in its job role, or a manager of the project can check off its checklist.” Your access changed since the page was read. The box goes back to how it was.
- A message says “Start this task before you check off its checklist.” The task was moved back to its first stage since the page was read. Move it on first.
- A message says “This project is canceled. Reactivate it before you change a checklist.” A manager can reactivate the project first.
Good to know
Where the Work panel is and what each part of a task means: The Work panel. To give a template's tasks their items: Tasks.