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WarpCore

WorkFlow PM

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Skip a task, and bring it back

How-to

Skip a task, and bring it back

Take a task out of the plan, and put a skipped or not-applicable task back.

What you need to know

Skip a task when it does not need doing for this work. A skipped task stays in the plan, marked Skipped, so the record shows it was a choice. A department manager can bring it back later, and can also bring back a task that is Not applicable.

  • Who can skip: the person on the task, or a manager.
  • A task that needs an approval is different. In ProperTax these are the Legal and Accounting approval tasks. Only a person who may give every approval that task needs may skip it. A manager and the person on the task are refused.
  • Who can bring back: a department manager or a company administrator, on the project's page.

Skip a task

  1. Open the property or engagement the work is for, and find the task in its Work panel.
  2. Open the task's card and select Skip.
  3. In Reason, pick why. A reason is optional, unless other work was waiting on this task. If you pick Other, type the reason in Details.

    Work panel · Skip

    Example · sample data

    1. Reason. Why the task is skipped. Needed when other work was waiting on it.
    2. Skip. Skips the task. It stays in the plan as skipped.
  4. Select Skip.

If the task had other work waiting on it, that work goes ahead without it. If you are not a manager and not on the task, Workflow refuses and says “Only a manager, or the person this task is assigned to, may skip it.” On a task that needs an approval, the message names the approval: “Only a person who may give this task's Legal approval may skip it.” Skip shows on the card only to a person who may skip that task.

Bring a task back

Before you do this

A task you bring back becomes a task to do again. A not-applicable task stays that way even though its test still fails, until someone skips it or changes the value it tests. A skipped task does not hold anything up again: work that went ahead without it carries on.
  1. Open the project's page.
  2. In Tasks by stage, find the task marked Skipped or Not applicable.
  3. Select Bring back on its row. Workflow asks first.
  4. Select Bring back in the question. Select Not now to change nothing.

    A project's page · Bring back

    Example · sample data

Confirm it worked

The task's state on the project's page shows Skipped after a skip, and Active after you bring it back. See Task states.

If it did not work

  • 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.
  • Details says Required: you chose Other. Type the reason, then select Skip again.
  • There is no Bring back button: the task is not skipped or not applicable, or your role does not allow it.
  • A removed task cannot be brought back from the project's page.
  • The task went back to Not applicable by itself: a value it depends on changed. Read Why a task is “Not applicable”.