๐Ÿ”ฅ Converting Tasks to Projects and Vice Versa ๐Ÿ”ฅ

ๅ›บๅฎšใ•ใ‚ŒใŸๆŠ•็จฟ ๆณจ็›ฎใฎๆŠ•็จฟ

Hello everyone! ๐Ÿ‘‹

So many of you have been waiting for this ๐Ÿฅ๐Ÿฅ๐Ÿฅย 

We're beyond thrilled to announce that the ability to convert tasks to projects and vice versa is now available to all customers! ๐Ÿ”ฅ 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 ๐Ÿ’š

Converting Tasks to Projects & Vice Versa

โœ๏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 ๐Ÿ“Œ:

Title, status, start and due dates, assignee(s), location, custom field values, description, task-based subitems, attachments, and sharing settings.

What's Not Preserved ๐Ÿ“Œ:

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! ๐Ÿ’š

We're looking forward to hearing about your experiences with this new feature! Please share your thoughts and feedback in the comments below ๐Ÿ‘‡

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

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21ไปถใฎใ‚ณใƒกใƒณใƒˆ

Awesome update. Thanks!!

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Fantastic!!!!!

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

I'm still not seeing this option is there something we need to do to have this enabled in our account

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Please send my love and thanks to the dev team for this much-needed feature!!!!!!!!!!!!!!! ๐Ÿ’–๐Ÿ’–๐Ÿ’–

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Thank you, super excited to start testing this

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Thank you, everyone, we're so so happy to release this update ๐Ÿค—

Connor McGuan Could you please check again? If it's still not available please let me know and I'll raise it with our Support team ๐Ÿ‘

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

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Lisa After playing around with this I have learned that I only see the option 'change item type' in list view or on the sidebar. I also cannot convert a task to a project I only have the ability to convert a project to a task no matter which view is being used

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

It looks like since the item ID isn't preserved, changing an item's type will change its URL. Since we link to items from other platforms, we'll just need to be aware of this and refresh the URL there, right?

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

<3ย 

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Connor McGuan I've now asked our Support team to look into this for you ๐Ÿ‘

John Egleston That's correct, URLs will change because IDs are not preserved.

Neyl Walecki ๐Ÿ’š

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

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Before converting our projects to tasks (so they could be hidden when complete within a folder), I didn't realize we'd lose all our comment history. Please advise how I can revert a project (which was converted to tasks) back to the project state, so I can get all our comments back. I can't find a recycle bin anywhere in our account and I'm an admin. Thank you!

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Hi Nora Morris, welcome to the forums ๐Ÿ‘‹ย 

You can find the recycle bin under your profile picture menu:

I hope it helps!ย 

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

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Everyone - our team would love to learn how you're using this feature! Please share ๐Ÿ‘‡

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

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

This feature is not available to our team either.

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Patricia Cole, Try the following, it doesn't appear in the context menu for me either, but works this way

Click on the task

That should bring up the information panel

Click on the 3 dots on the top right side

Click Change Item Type

ย 

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Ped Watt thank you for the suggestion. I tried it there too and the option does not appear.

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Patricia Cole is it a top level task or task nested inside another task?

aka

Project

ย  ย  ย  ย  ย Task

orย 

Project

ย  ย  ย  ย  Taskย 

ย  ย  ย  ย  ย  ย  ย  ย  Task

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Patricia Cole, Ped is right, there are some limitations:

  • Task-based subitems of a task-based item (subtasks) cannot be converted into a project-based type.

  • Project-based items or folders with sub-projects or subfolders cannot be converted into task-based types.

Also, it can be that your access role restricts converting items. If that's not your case, please let us know, and I'll raise this with our Support team.ย 

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

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

I am the owner of the account with an admin role. I am unable to convert any task. I have tested it multiple times and the function never appears. In the example I listed above, the task was a single task at the space level. It was not nested nor did it have subtasks.

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Hey Patricia Cole, I've now raised this with our Support team ๐Ÿ‘

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

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