WarpCore

What you need to know

The template editor is where one of a template is written. Its eight sections are in the left menu, numbered in the order to work through them, from Stages to Publish. Changes save as you make them, with no Save button. You can change a draft. A published or retired version opens for reading, except task tags, the departments of a task and where its work is done.

How to get here

On a template's page, select Edit on the draft, or View on any other version.
After Create draft on New template, the new draft opens here by itself.

Either way it opens on Stages. Select All versions at the top right to go back to the template's page.

On every section, the purple bar at the top of the page ends with the template's name. The version's number is below the bar, beside the name. Select Workflow Templates in the bar to go back to the list of templates.

What is on this screen

At the top: the department, the template's name, the version's number and its status, and a line that says who last changed the version, and when. In the left menu, under Template version, the eight sections:

Section	What you write there
Stages	The points work moves through, in order, with the start and the endings.
Outcomes	For each ending, the choices a person picks from when work ends there.
Fields	The values each project records.
Tasks	Every task, who does it by default, where it shows, and when it applies.
Transitions	The moves permitted between stages, and who may make each one.
Dependencies	What each task waits for.
Task grid	Which column of a person’s board each task is in, at each stage.
Publish	Nothing new: it lists what is still to fix, and holds the button that publishes.

No records

A number beside a section counts the things to fix there before the version can be published. It goes away when the section has nothing left to fix.

A draft, or a version to read

Status	In the editor
Draft	Everything: add, rename, change, reorder and delete. Each change saves at once.
Published	Read only. The controls are grayed out and the forms to add things are gone. Three things in Tasks still change: task tags, the departments of a task and where its work is done.
Retired	Read only, as a published version.

No records

When you open a published version, a message says “This version is published and can no longer be changed. Revise it from the version list to start a corrected draft.”

What you can do here

Write a template from start to finish: Build a template.
Make a task depend on a value: Make a task depend on a value.
Publish the draft: Publish a version.
Read what a running project follows: open its version with View.

Who can do what here

Anyone with a role in the department can open a version and read it. Changing a draft is for a department manager or a company administrator. The same people change task tags on any version. Only a company administrator changes the departments of a task, and where its work is done, on any version. If your role does not allow a change, nothing is saved, and a message at the bottom right says Change not saved.

Things to know

Nothing locks a draft. Two people can change the same draft at once, so look at the line under the title to see who changed it last.
A change to a draft never reaches a running project. Projects keep their version until a manager moves them to a newer published one.
Under the title of Stages, Fields and Tasks, a line counts what is there and says Saving… while a change saves.

Good to know

The order of the sections is the order that works best: a joins two stages, so the stages come first, and a tests a field, so the fields come before the tasks.