WarpCore

What you need to know

My Tasks shows every you are on, from all your departments and all your work, as cards in five columns. It is the place to see what is yours, what each task waits for, and to move a task to another column. You do the rest of the work on the property or engagement the task is for, in its Work panel.

How to get here

In the left menu, open WorkFlow PM and select My Tasks. Everyone who is signed in has it, with or without a role in a department.

What is on this screen

At the top, a line counts your tasks and how many of them wait for something, for example 4 tasks · 2 waiting on something. With no tasks, it says Nothing is assigned to you. On the right, Show finished tasks adds the tasks you finished.

My Tasks

Example · sample data

Backlog

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

Value the property

Harbor Lane Office Park

Example Holdings — 2026 portfolio review

Property tax appeal · Ready · Tax Appeals

Doing

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

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

Nothing here.

A column. Where the task is in your work. Each column shows how many cards it holds.
The task. Select it to open the project, with this task marked.
Move to…. Lists the other columns. Or drag the card by its handle, beside it.
Waiting on. What the task waits for. A date shows the rule and the day.
With. The other people on the task. You are on every card, so you are not named.

The columns, from left to right:

Backlog
Parked: not to start yet, while the task is at this stage.
Up next
Next in line to start.
Doing
Being worked on. This is where the work happens.
In review
Waiting with a reviewer, off the doer’s active list.
Closed
Finished as far as this task goes, at this stage.

Part	What it shows
Title	The task. Select it to open its project, with the task marked and a way back to My Tasks.
The handle and ⋮	Drag the handle to move the card to another column, or open ⋮ for the same columns as a list.
The record	The property, then its engagement, each with its icon. Work for an engagement shows the engagement only. Work for neither shows the project’s name.
Kind · stage · department	The kind of work, the stage the task is at, and the department that runs it.
Due date	The day an open task is due by, on its own line: Due and the date, or Past due and the date once that day has passed. It reads the same as on the task's card, with a client's payment's days past due for those who see overdue invoices. See The Work panel.
With …	The other people on the task.
Waiting on	What the task waits for: a document, another task, an approval, a date, or an outside party’s answer. See “Waiting on” lines.
Waiting on this	Other tasks that cannot go ahead until this one is done, and who is on them, in this work or in the engagement’s other work. A task in work you may not open shows only who is on it.
Started without its prerequisites	A manager started the task before the work it waits for was finished.
A state	Only on a finished task, with Show finished tasks ticked: Done, Skipped or Not applicable.
“Closing date changed · confirm again”	On “Confirm the closing date”: a closing date of its engagement changed since it was confirmed. The task shows, glowing, even when it is done and Show finished tasks is not ticked, until the date is confirmed again. Select its title to confirm: see Confirm a closing date.
Checklist · “2 of 4 checked”	How many items of the task's checklist are checked, by a person or by WarpCore from a value it holds, each counted once. The items are on the task's card on the work's page: see Check off a task's checklist. A task with no checklist shows no line.
“Question to answer” and the question	A question the task asks that is not answered yet, one line each. Select the task's title, and answer it on the task's card: see Answer a question on your task. The line goes once it is answered.

No records

An empty column says Nothing here. and stays on the board, so you can see that nothing is there.

Tasks under “Not on the board”

A task can show below the columns, under Not on the board. The screen says why: “Each of these tasks is at a stage its template gives no column, so the board cannot place it. Ask whoever keeps the template to fill in its grid.” The task is still yours, but you cannot move it from here. See A task is not on My Tasks.

What you can do here

Move a task to another column: drag its card by the handle, or open its ⋮ and select the column. A finished task, with Show finished tasks ticked, moves the same way, and moving it out of Closed opens it again. See Move a task on My Tasks.
Open a task's project: select the card's title.
See your finished tasks: tick Show finished tasks.
See your tasks in the order to pick them up, on your Dashboard: see Add Workflow widgets to your Dashboard.
Do the rest of the work: open the property or engagement, and use its Work panel. See The Work panel on a record.

Good to know

A task someone added by hand to running work does not move from My Tasks. Move it in the Work panel on its property or engagement page.

Who can do what here

Everyone who is signed in has My Tasks, and sees only the tasks they are on. A task you are not on is not here, even in your own department. To see a whole project, open it from one of its cards, or ask a manager for its link.

A contributor or a manager can move their tasks. The template can keep some moves for managers. A manager, or a person whose role allows it, can also override a move that a rule refuses, and give the reason. An executive observer only reads: a move says “You cannot move this task.”

Things to know

The template decides each task's column at each stage, in its task grid. When a column holds more than one stage for a task, the board asks Where should it go? See How stages map to board columns.
A stopped task leaves My Tasks. A manager brings it back on the project's page.
The tasks of work whose property or engagement was deleted leave My Tasks until the record is restored. See A project or its tasks disappeared.
The screen reads your tasks when it opens, and again after each move. To see a change made elsewhere, open it again.
If your tasks cannot be read, a message at the bottom right says “Could not load your tasks.”, and the line at the top shows a dash.