Convert Tasks and Projects Into Custom Items and Back
You can turn your regular tasks and projects into custom items and back in just a few clicks. In this way, you can turn your day-to-day work into custom items, as well as convert your Blueprints and connected template tasks/projects to request forms.
There are several conversion options:
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Convert tasks and projects (including Blueprints) into task- and project-based custom items, respectively
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Convert task- and project-based custom items (including Blueprints) into tasks and projects, respectively
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Convert task- and project-based custom items into different task- and project-based custom items, respectively
You can convert existing tasks and projects into both account- and Space-level custom types. But to convert to a Space-level type, the task/project has to be located in the relevant space. For Blueprints, only account-level Custom Item Types are available.
Keep in mind that when you convert a task or project to a custom item, the data doesn't change, but some custom fields and attribute sections can become hidden due to the custom item's type settings. If you need to unhide some of them, you'll have to edit the Custom Item Type.
All users, except collaborators, can convert tasks and projects to custom items and back, unless their access role in the current location restricts it.
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Navigate to the location where the relevant task or project is situated
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Start by using one of the following options:
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For tasks: Open the location in List view and right-click the relevant task, or open Task view and click the three-dot menu button
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For projects: Open the location in List view and right-click the relevant project, or open the project's info panel and click the three-dot menu icon in its upper-right corner
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Hover over the Change item type option
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Select the relevant item type from the list
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Click Change type in the pop-up that appears
All users, except collaborators, can convert tasks to custom items and back, unless their access role in the current location restricts it.
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Open the location where all the relevant tasks are situated in List view
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Check all the relevant tasks
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Click Change item type in the panel that opens on the right
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Select the relevant Custom Item Type
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Click Change type in the pop-up that appears.
Learn more about Mass Editing Tasks.