[Beta] Convert Tasks to Projects & Vice Versa 🔄

Hello everyone! 👋

Many of you know that last year, our team started researching the most upvoted Community idea ever - Converting tasks to projects (and vice versa). We analyzed your previous feedback and asked additional questions. Your input really helped us in this research, and today, we’re happy to invite you to beta test this feature 🔥

Beta Test: Convert Tasks to Projects & Vice Versa

Here's how the conversion works:

You can convert items using the The "Change Item Type" option. It is located in the three-dot menu of the item and allows you to convert any item type (task, project, or folder-based) to any different types. When you initiate the conversion, a new item is created in the same location as the original, with your data copied over. The original item is then moved to the recycle bin.

What's Preserved in the Conversion:

• Title
• Status
• Start and due dates (if applicable)
• Assignee
• Location
• Custom field values (even if a custom field is not available for tasks, your values, including those from calculated custom fields, are preserved)
• Description
• Task-based subitems
• Attachments
• Sharing settings

What's Not Preserved:

• Item history and comments
• Approvals
• Tracked time
• Dependencies
• Recurrences
• Effort
• Item ID

Limitations:

• The new conversion logic may not be available in all instances where you can change item types, but it's always accessible from the Item View's context menu "Change item type."
• Task-based subitems attached to a task-based item (subtask) cannot be converted into a project-based type.
• A project or folder with subprojects or subfolders cannot be converted into task-based types.
• The conversion (changing item type between task-based and project-based types) cannot be undone.
• Mass-converting items is not possible.
• This setting is available account-wide only for Biz+ accounts.

To participate in the beta test, simply let us know in the comments, and we'll enable the beta for you 👇

Please keep in mind that we're currently in the beta phase. As such, the functionality may change, be discontinued, or not work as expected. Your feedback is crucial as our Product team continues to refine this potential future feature. A big thank you for your continued input and support 💚

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover