Move a task to another stage

You move a task to another “stage” with Move to…, on its card in the record's Work panel. The menu lists only the moves the template lets you make from the stage the task is at. When you move a task into an “ending”, it is done, and you pick its “outcome” in the same menu. You can also move your own tasks on My Tasks: see Move a task on My Tasks.

Three tasks are done when something is sent: the one that sends the estimate to the client, the one that delivers the report with the closing invoice, and the one that issues the true-up invoice. Move each to done the day you send it: the day it first reached done is the day it was sent. To send a revised estimate, open its task again and move it to done when the revision goes out; the first send stays the one counted.

• You need a role that can move tasks: a contributor or a manager. An executive observer only reads.
• The task must be active. A done, skipped or not-applicable task has no Move to….
• After a No-go, a lost bid or a client who declines, Move to… stays on the task's card without the fill. The next act is a manager's Stop work: see Stop the work after a negative answer.
• A task that needs a document is done only once the document is received or marked not needed, under Needs on its card. See Mark a document not needed.
• Work that belongs to no property and no engagement has no Work panel. A manager can move its tasks from a group: see Move, skip or assign many tasks at once.

1. 1.
   Open the property or engagement. In its Work panel, find the task under This page, or in its group under All your tasks. A task under way is in In progress, the first group.
2. 2.
   Select the task's title to open it. Tasks with the same title from more than one project share one heading under This page, with one row for each project: select the project's name.
3. 3.
   Select Move to…, then the stage. For an ending with outcomes, each choice shows the stage and the outcome, for example Filed · Won. An outcome named as its stage shows the name once, for example Done.

   Work on this property · a task, open

   Example · sample data

   Gather the income statements

   Intake

   Demo Contributor

   You

   Blocked · waiting on Client operating statements

   The operating statements and the rent roll the appeal is argued from.

   Needs

   Received: 0 of 2

   Client operating statements

   Asked 09/30

   Received

   Rent roll

   Not asked

   Request

   Move to…Skip

   1. 1
      The stage now. The stage the task is at, beside its state.
   2. 2
      Move to…. Opens the list of stages the task can move to from here.

The move saves at once. There is no Save button.

A task that nobody is on, and that is not started yet, is not yours until you start it. A person who holds the task's job role in the department, and has a role there that can change work, takes the task by moving it into a stage that is under way. The start puts you on the task and on the other open tasks of that job role that nobody is on: the property's, or, from an engagement's own task, the engagement's own. It leaves out finished tasks, tasks someone is on, and the tasks of another job role or another property.

The menu tells you before you choose. A stage that would make the task yours carries a second line: Yours for the task alone, or Yours, with 3 more of this role. The number is the other tasks the start takes.

• A department manager or company administrator who does not hold the job role takes that task only. The line reads Yours.
• Anyone else who moves the task puts nobody on it, as before. Moving many tasks at once from a group puts nobody on any of them.
• A ticket is never taken this way. Use Take it. See Take a ticket.
• Dragging the task on the task board puts you on that task only. Moving a task back to not started keeps its person.
• Being on a task gives you no right to approve. Approvals follow the approval given on Workflow roles, as before.

After the move, a message is titled You’re on 3 tasks, or You’re on it for the task alone. It names the task and says it moved to In progress.

To give your tasks to a colleague who holds the same job role, see Hand over a task.

A manager of the project, or a person whose access says May override, can move a task past a rule that refuses the move. You give the reason, and WarpCore keeps it with the move.

1. 1.
   Select Move to…, then the stage. If a value on the project stops the move, or the move is for a higher role or for the people on the task, the stage shows You can override this. under its name.
2. 2.
   If a rule refuses the move, a message titled Not moved says why. Then a window opens. Its title names the stage.
3. 3.
   Type the reason in Why override?. Select Override and move, or press Enter. A message at the bottom right tells you where the task went.

• A message at the bottom right says where the task went. Its title is Task moved, or Task finished or Task stopped when the task moved into an ending.
• The card shows the new stage. Moved into an ending, it names who finished it and when, for example Done by you, 10/23/2026, or shows Skipped for an ending that cancels the work.
• On My Tasks, the card can change column, as the template's task grid says. See How stages map to board columns.

A message at the bottom right, titled Not moved, says why. The card then shows the task as it is now.

• Why override? says Required: type the reason, then select Override and move again.
• A message says “This property was deleted on 10/06/2026; its work is paused until it is restored.” The work's property or engagement was deleted, and nobody can change its work until the record is restored. See A project or its tasks disappeared.
• “This task is waiting on work that is not finished.” Another task must finish first. Under Needs, the card lists that task by its name, followed by (task). If nothing else blocks the task, the Blocked line names it too. A person who may override can move the task anyway, with a reason. They do this once: after that, the task moves as usual and shows Started without its prerequisites.
• “This task needs a release clearance from Legal, and no Legal approval has been recorded.” The task needs an approval before it is done. See Approve as Legal, Accounting or Executive. A person who may override can move it past the approval, with a reason.
• “Not done: Rent roll is not received.” The task needs that document. Under Needs, select Received when it arrives, or Not needed with the reason, then move the task to done again. An override does not get past this.
• A message headed Not moved says “The tasks this start takes changed since you opened the menu. Nothing was saved.” Someone was put on one of the tasks the line counted, or one moved or finished. The panel shows the tasks as they are now. Open the menu again.
• “Someone else moved this task a moment ago. It is shown as it is now.” Read the card again, then move it if you still need to.
• “This move needs a higher role, or it is only for the people on the task.” The move is reserved for a higher role, or for the people on the task. Unless you may override, the menu does not list such a move, so the page was out of date. Ask a person it is for, or a manager. Your company decides if this rule is on.