WarpCore

What you need to know

On My Tasks, you move a by dragging its card to another column, or with the card's ⋮ menu. Each column stands for one or more of the task's work. When a column holds more than one, My Tasks asks Where should it go? When a move is not allowed, a message says why, and the card stays where it was.

Before you start

You need a role that can move tasks: a contributor or a manager. An executive observer only reads.
The task must be on the board. A task under Not on the board does not move from My Tasks.
A task someone added by hand to running work moves only in the Work panel on its property or engagement page.

Before you do this

A move into Closed can finish the task or stop it. A finished task leaves the board until you tick Show finished tasks, and you can open it again from there. A stopped task leaves My Tasks: only a manager brings it back, on the project's page.

What to do

1.
Drag the card by its handle onto the column you want. Or open the card's ⋮, then select the column.
My Tasks
Example · sample data
Backlog
1
Confirm the engagement letter
Example Holdings — 2026 portfolio review
Engagement intake · Intake · Tax Appeals
Checklist · 1 of 3 checked
Waiting on
14 days after the work started (10/15/2026)
Up next
1
Value the property
Harbor Lane Office Park
Example Holdings — 2026 portfolio review
Property tax appeal · Ready · Tax Appeals
Doing
1
Gather the income statements
Harbor Lane Office Park
Example Holdings — 2026 portfolio review
Property tax appeal · Intake · Tax Appeals
Checklist · 1 of 3 checked
Waiting on
Client operating statements
Client:
Waiting on this
Value the property (Demo Contributor)
In review
1
Prepare the hearing evidence
Harbor Lane Office Park
Example Holdings — 2026 portfolio review
Property tax appeal · Review · Tax Appeals
Checklist · 1 of 3 checked
With Demo Manager
Closed
0
Nothing here.
1. ⋮. The columns the task can go to, as a list.
2. A column. Drop the card here, or pick it in the list.
If the column holds one place for the task, the task moves, and a message at the bottom right says where it went.
3.
If My Tasks asks Where should it go?, select one. A gray choice is not available now: point at it, or read the message titled Why some choices are gray.
My Tasks · Move
Example · sample data
Move to Closed
Prepare the hearing evidence
Where should it go?
Wrap-up
Keeps the task open.
Filed
Finishes the task.
Withdrawn · Client withdrew
Stops the task. It leaves My Tasks.
1. The choices. The places this column holds for the task.
2. What it does. Shown when the choices do different things to the task.
Select the button. It names what happens: Move, Finish, Stop task or Reopen. If you stop a task that other tasks wait on, first pick a reason in Why stop it?

Good to know

A manager can also move a task past a rule that refuses it. The choice says You can override this. Select it, give the reason in Why override?, and select Override and move or press Enter. The reason stays with the move.

Confirm it worked

A message at the bottom right says what happened: Task moved, Task finished, Task stopped or Task reopened.
The board reads your tasks again. The card is in its new column, or gone if it finished or stopped.

If it did not work

A message titled Task not moved says why, and the card stays where it was. For example, “You cannot move this task.” means your role cannot move it. See A task does not move on My Tasks.

If the 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.

Move a task on My Tasks