๐ฅ Converting Tasks to Projects and Vice Versa ๐ฅ
Hello everyone! ๐
So many of you have been waiting for this ๐ฅ๐ฅ๐ฅย
We're beyond thrilled to announce that the ability to convert tasks to projects and vice versa is now available to customers starting from Business Plus plan and higher! ๐ฅ This feature is the most upvoted Community idea ever, with over 600 votes, and we're so excited to deliver it to you!ย
This feature was born from your feedback and insights, and we want to say a huge thank you to everyone who shared their use cases, feedback, and participated in the beta testing. Your input was instrumental in shaping this feature ๐
Converting Tasks to Projects & Vice Versa
โ๏ธ Here's how the conversion works:
You can convert items using the Change Item Type option, located in the three-dot menu of the item. This allows you to convert any item type (task, project, or folder-based) to any different type. 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 ๐:
Title, status, start and due dates, assignee(s), location, custom field values, description, task-based subitems, attachments, and sharing settings.
What's Not Preserved ๐:
Item history and comments, approvals, tracked time, dependencies, recurrences, effort, item ID.ย
Here are some more things you need to know:ย
- The new conversion logic is 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 release is a huge milestone for Wrike, our Product team and, of course, our Community, which means you! We are truly grateful for your feedback and support of this feature, we couldn't have done it without you! ๐
We're looking forward to hearing about your experiences with this new feature! Please share your thoughts and feedback in the comments below ๐
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
Hi. Is there a way to setup an automation to convert a task from a project based off a specific Work Flow change?
Rohan V Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Rohan V Wrike Team member Become a Wrike expert with Wrike Discover
Love it!
That's awesome, Alexej Khalilzada Feel free to share your feedback, if any. ๐๐ฝ
Basudha Sakshyarika Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Basudha Sakshyarika Wrike Team member Become a Wrike expert with Wrike Discover
Here in Dec/Jan and still not seeing this feature.ย But I'm a caveman...
Hey Dan Spacher, I see the option on my end and tested it both ways and it works! Just make sure it's not nested inside another object like a task or folder (it'll give you an error/warning so you'll know). Open a task or project, click the 3-dot icon in the top right and select "Change item type". You should be able to convert to any custom item type too! Hope this works for you. ๐ค
Lisa Is there any chance Wrike will work on an option to convert Project to Task and preserve the original Comments? (Item history and comments). This is the main thing that is preventing us from using this feature.
Hi Jon Resa ๐๐ปโโ๏ธ Jumping in for Lisa here.
We don't have any information on preserving comments while changing the item type, so I will pass this feedback to our product team. Also, it would be great to learn how retaining this attribute would enhance your workflow and productivity. Thanks! ๐๐ฝ
Basudha Sakshyarika Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Basudha Sakshyarika Wrike Team member Become a Wrike expert with Wrike Discover