WarpCore

What you need to know

Workflow Projects lists the projects of one department. Each row is one and shows how far its set-up has got. From a row you open the project, see who has access to it, or cancel it. A manager also starts new projects here, for work that belongs to no property and no engagement.

How to get here

In the left menu, open WorkFlow PM and select Workflow Projects. The WorkFlow PM menu shows when you have a role in a department. If someone added you to one project only, it does not show: you reach your work from My Tasks.

What is on this screen

At the top, Department picks whose projects you see, and New project starts one. Below it, Search finds a project by its name, its property or engagement, or its key (type in the box that says Name or key), and Status narrows the list.

Workflow Projects

Example · sample data

Project	Kind of work	Status	Created
Birch Street Lofts — 2026 appeal [ID LRLEQA]	Property tax appeal	Task board: failed This department is not active yet, so its work cannot be set up on the task board.	09/01/2026	Open People
Example Holdings — 2026 engagement intake [ID ZS8X0C]	Engagement intake	Task board: setting up	09/01/2026	Open People
Harbor Lane Office Park — 2026 appeal [ID NSHAN3]	Property tax appeal	Ready	09/01/2026	Open People
Aspen Court Retail Center — started twice [ID IU784P]	Property tax appeal	Canceled on 10/03/2026 by demo.manager@example.test	09/01/2026	Open People

No projects in this department yet.

The key. A short code for the project. Point at it to see all of it.
Status. How far the project’s task board has got. A failed one shows its reason under it.
Retry. Tries to set up the task board again.
Setting up. The task board is being set up, with a spinner beside it. The list checks again by itself.
Reactivate. On a canceled project, in place of Cancel project. Canceled projects are last, in gray.

Column	What it shows
Project	The project’s name: for a project started on a property or an engagement, that record first, then the kind of work, such as Example Holdings · Engagement intake. Under it, its short key, such as [ID NSHAN3]. Point at the key to see all of it.
Kind of work	The kind of work its template is for.
Status	How far its task board has got (see below). A failed one shows the reason and Retry.
Created	The day it started.
(buttons)	Open opens the project. People shows who has access. Cancel project stops it; on a canceled project the button is Reactivate.

No records

What each status means

Status	What it means
Ready	The project and its task board are set up. Work goes on as usual.
Task board: setting up	The project and its tasks exist. Its task board is still being set up. The list checks again by itself until it is ready.
Task board: failed	The project and its tasks are safe, but the task board could not be set up. The reason shows under the status. Select Retry to try again.
Canceled	Someone canceled the project. It shows the day and who did it. Nothing was deleted.
Paused	The project's property or engagement was deleted. It shows the day of the delete. Only Open and People are offered until the record is restored.

No records

The Status filter offers All, Active, Canceled and Task board: failed. Active means every project that is not canceled, so a project whose task board failed shows under both Active and Task board: failed.

A department manager or a company administrator also sees Paused, last. It lists the department's projects whose property or engagement was deleted, which no other choice shows. Each comes back to the list when an administrator restores its record.

What you can do here

Start a project from the list, for work that belongs to no record.
Open a project to see its values and tasks: A project's page.
Give someone access to a project, from People.
Cancel and reactivate a project.
Try a failed task board again: A project shows “Task board: failed”.

Cancel project asks first, and says what happens:

Workflow Projects · Cancel project

Example · sample data

Cancel project. Cancels it. Its history stays, and you can reactivate it from the list.
Keep it. Closes the question and changes nothing.

Who can do what here

Anyone with a role in the department sees its projects. Starting, canceling, reactivating and Retry are for a department manager or a company administrator. The buttons show for everyone; if your role does not allow it, Workflow does not do it and says so in a message at the bottom right of the screen. Paused under Status is different: only a department manager or a company administrator sees it. See Who can see and do what.

Things to know

Canceled projects stay in the list, last and in gray, so you can find them and reactivate them.
A project whose property or engagement was deleted shows only under Paused, until an administrator restores the record on Restore Records. Its page still opens, from the row or from a link. See A project or its tasks disappeared.
A department name with (inactive) after it is switched off: you can look at its projects, but New project is not available. When you choose it, a message says why: “This department is inactive. Contact tech to activate it.”
Work that belongs to a property or an engagement starts from that record’s page, not from here. See Starting work on a record.

Good to know

A canceled project is not deleted. Its tasks and history stay, and Reactivate brings it back.