WarpCore

What you need to know

The task grid has one row for each of the version and one column for each that work can reach. Each square says where the task sits on a person's board while the task is at that stage: Backlog, Up next, Doing, In review or Closed. Publish needs every square set.

How to get here

Open the template from Workflow Templates, then select Edit on a draft (or View on a published or retired version). In the template editor's left menu, select Task grid.

What is on this screen

Under the heading Where each task sits, a line says how to use the grid. On a draft, it is followed by Fill empty squares from a home stage…, then the grid, then the key to the codes.

Template editor · Task grid

Example · sample data

Task	Intake	Ready	Working	Review	Filed
Review the assessment notice	IP	RV	CL	CL	CL
Gather the income statements	SL	IP	RV	CL	CL
Value the property	BK	SL	IP	RV	CL
Prepare the hearing evidence	BK	SL	IP
File the appeal	BK	BK	SL	IP

Tasks. One row for each task of the version, in the order of Tasks.
Stages. One column for each stage work can reach, in the order of Stages.
A set square. A two-letter code. Here, the task is in Doing while it is at Working.
A square not set yet. Hatched. Nobody has said where the task sits at this stage. Publish needs it set.

What each code means, as the screen explains it under the grid:

Template version · Task grid · legend

Example · sample data

What each code means, and what it does on a person’s board:

BK: Backlog — Parked in someone’s “Backlog”: not to start yet, while the task sits at this stage.
SL: Up next — Appears in someone’s “Up next” while the task is at this stage.
IP: Doing — Sits in someone’s “Doing” — this is where the work happens.
RV: In review — Waits with a reviewer, off the doer’s active list.
CL: Closed — Sits in someone’s “Closed”: finished as far as this task goes.

A hatched square holds no value yet — nobody has said where the task sits at that stage. Publishing this version needs every square set.

Good to know

No choice takes a task off a board. My Tasks and a group's board show all five columns, with their cards, Backlog and Closed too: see How stages map to board columns.

What you can do here

Set a square: select it, then choose one of the five. The choice saves at once, and the cursor moves on to the next square that is not set.
Clear a square that is set: select it, then Clear this square. A message says “It holds no value again, and a sweep can fill it.”
Fill many squares at once from each task's home stage, with a preview first: Fill the task grid quickly.
Work with the keyboard only: Task grid keys.

Selecting a square opens its choices. The one set now is marked, and each says what it does on a board:

Template editor · Task grid · one square

Example · sample data

The square. The task, then the stage.
The value set now. Marked on its left edge.
Clear this square. Only on a square that is set. It goes back to not set.

Who can do what here

Anyone with a role in the department can open the grid and read it. Setting squares and filling them is for a department manager or a company administrator. If your role does not allow it, a message at the bottom right says so and nothing changes.

Things to know

The grid has a column only for stages that work can reach. A stage nothing moves work into has no column until you add a transition into it on Transitions.
With no tasks yet, the screen says “This version has no tasks yet. Add them on the Tasks screen, then come back.”
An empty square means nobody has decided yet. It never means “not on the board”: for that, choose Backlog.
On a published or retired version the line under the title says “this version is read-only”. You can move around the grid with the arrow keys, but not change it, and there is no fill button.
Two people can work on one draft at the same time. The line Last edited by at the top of the editor says who changed it last.

Good to know

The grid decides what people see on their boards for every project started from this version. How the columns of a board work: How stages map to board columns.