WarpCore

What you need to know

Stages lists every of the version, in the order work moves through them. Mark one stage as the start, where every task of a new project begins, and at least one as an , where work finishes. For each stage you also say where it sits in the work, which groups the stages on the task board.

How to get here

In the template editor, select Stages in the left menu. It is the first section, and the editor opens on it.

What is on this screen

Under Order, one row per stage, in order. On a draft, a line under Order says how to move them: “Drag a stage, or use its menu to move it — both send the whole order.” Under Add a stage, a Name, the Where it sits in the work list, and Add stage.

Part	What it does
The handle and the number	Drag the row by its handle to move the stage. The number is its place in the order. A published or retired version shows no handle.
The name	Type a new name, then select somewhere else. It saves then.
Where it sits in the work	One of five places, in the table below.
Start	Ticked on the stage where every task of a new project begins. One stage only. The stage also shows start.
Ending	Ticked on a stage where work finishes. Only a stage that sits in Finished or Stopped can be an ending.
The menu (⋮)	Move to Earlier, Later, First or Last, the same as a drag. Delete stage removes it, after a question.

No records

Where a stage sits in the work

Place	Use it for
Not planned yet	Work that is noted but not planned.
Ready to start	Work that is planned and can begin.
Being worked on	Work in progress.
Finished	An ending where the work got done.
Stopped	An ending where the work stopped before it got done.

No records

This groups and colors the stages on the task board. It does not change who may do what. Where each task shows on a person's own board is set in Task grid, not here.

What you can do here

Add a stage: type its Name, choose where it sits, and select Add stage.
Rename, reorder or delete a stage.
Mark the start and the endings.
Then give each ending its outcomes: Outcomes.

Who can do what here

A department manager or a company administrator changes the stages of a draft. Anyone with a role in the department can read them. On a published or retired version, every control is grayed out, the rows have no handle to drag, and Add a stage is not shown.

Things to know

Delete stage asks first: “Any transition into or out of it goes too. Stages already used by a running project are unaffected — this edits the draft only.”
To move the start to another stage, untick Start on the old one first. Otherwise a message says “This version already has a starting stage. Unset it before choosing another.”
Two stages of one version cannot share a name. A message says “A stage with that name already exists in this version.”
Ending is grayed out on a stage that is not Finished or Stopped. Change where the stage sits first.

Good to know

Publishing needs one start and an ending that work can reach through the transitions. The Publish section lists anything still missing. How stages and moves fit together: How work moves through stages.