[Beta] Convert Tasks to Projects & Vice Versa 🔄

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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

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Комментариев: 88

Yes please!

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

I AM INTERESTED

 

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Yes, please!

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Yes please! Sign us up!

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Sign us up!

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Oh my goodness finally!!! Please sign my org up :) 

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Yes please! I am interested in this functionality!

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

I am very interested in the Beta Test. Thank you!

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Interested, please! Thanks! 

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

I am interested in this feature. 

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Interested! Thanks!

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Interested! Thank you :)

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

YES PLEASE!

 

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Yes please, thank you

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Hi everyone! Big thanks for your interest 🤗 We'll start enabling the beta early next week, and we're looking forward to your feedback! We'll keep you posted 👍

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

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

If I am not too late,

please sign me up.

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

yes please, sign me up! one question tho -- why are the comments NOT converted over with it? This is a problem as we want to be able keep any historical communications.....

4
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Interested!

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Count me in. Thanks. 

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

This would be nice to have for my company, please include us.

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Me please!

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

I would love to sign up for this! 

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Would love this - please include me!

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Definitely INTERESTED!  Thank you!

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Interested, thank you.

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Hi folks! We needed a couple more days to prepare the beta for you, and we plan to turn it on tomorrow, please stay tuned 🙂

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

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

We'd love to be a part of this as well!

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Interested as well!

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Hi everyone! Apologies for the wait, we have now enabled the beta for you! Please share your feedback here once you have a chance to test it, we'd really appreciate that.
Important: We have enough participants for now, and we won't be enabling the beta to more accounts for now. Please stay tuned for more update from us 🙂
Thanks again for your interest and looking forward to your feedback! 💚

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

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Have run a few tests this morning - it looks like it's working, from task to project at any rate. 

What I have learned from this is what I would love would be to be able to convert a task to a project blueprint, so it populates with all the relevant subtasks...asking too much?! 

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

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