You can move each task within the To-Do list, between To-Do lists in one project or from one project to another.
Tasks and smart subtasks can be moved from project to project. For moving them you can use Move, Copy, …
When moving a task with reports, you will be able to choose whether you want to keep the reports in the original project or move them to a new project.
Move within a To-Do list
Moving tasks within one To-Do list helps you to set the order. For example when you need the most important task at the top of the To-Do list.
Go to the project details. Drag the task, move it and drop where you want it.
You can use a three-dot menu and sort the tasks regarding the priority or due date. It is also useful in kanban boards.
Move within one project
Each task can be moved via drag & drop from one To-Do list to another within one project. This is very useful when using the column view.
Move sub/tasks between projects
Moving tasks between projects can be done via the three-dot menu on the right from the task name. Click Move, Copy, …
In the following window select project and To-Do list where you want to transfer the task. Confirm via Move task.
This can be used also when moving a sub/task to a different To-Do list in the same project. Usually when you have too many tasks and the feature drag&drop is not comfortable.
Please note you can move tasks between projects that belong to one user only. If the project is not yours you are able to move the task only to a project that owns the same user.
Change the hierarchy of To-do lists and sub/tasks
If you created a sub/task but think it should’ve been a To-Do list, you can convert it to one. To change the hierarchy, click the three-dot menu on the sub/task detail.
In the modal window, which appears when you do so, select Convert … to … (or Move, Copy, … depending on which action you want to perform). Then you need to select where the new item shall be created.
- When it comes to tasks, these are the possible actions:
- Convert a task to a smart subtask
- Convert a task to a To-do list
2. When it comes to (smart) subtasks, these are the possible action:
- Convert a smart subtask to a task
- Convert a smart subtask to a ordinary subtask
- Convert a smart subtask to a To-do list
If you convert Task to To-Do list, Task description wont save.
3. When it comes to ordinary subtasks, these are the possible action:
- Convert an ordinary subtask to a smart subtask
- Convert an ordinary subtask to a task
- Convert an ordinary subtask to a To-do list
