Create a department

A “department” has its own templates, projects and people. A company administrator creates one on Workflow Templates, with New department. A new department starts switched off: you can write its templates at once, but no work starts in it until tech switches it on.

The name you give it first is how WarpCore knows the department from then on: its Department health view, the departments named on the ProperTax templates' tasks and, for Tech / Development, the request board. If tech renames it later, only the name people see changes; all of that stays with the department.

• You need to be a company administrator. Nobody else sees New department.
• Check that no department already has the name you want.

1. 1.
   Open WorkFlow PM in the left menu and select Workflow Templates.
2. 2.
   Select New department.
3. 3.
   Type the department's Name. Leave Shared workspace (optional) empty unless tech gave you its name.

   Workflow Templates · New department

   Example · sample data

   New department

   Name

   Shared workspace (optional)

   New departments start switched off, and can only be switched on once their shared workspace exists — someone sets that up by hand. You can still write templates for it in the meantime.

   CancelCreate department

   1. 1
      Name. The department’s name, as people will see it in every Department list.
   2. 2
      Shared workspace. The name of the department’s task board space. Tech sets it up; you can leave it empty.
   3. 3
      Create department. Creates the department, switched off.

4. 4.
   Select Create department.

The dialog closes, and Department shows the new department, with (inactive) after its name. You can now create its templates: Build a template.

• A message says Department not created with “A department with that name already exists.” Choose another name.
• It says “That shared workspace is already assigned to another department.” Check the name with tech, or leave the box empty.
• Create department is grayed out: the Name box is empty.