Convert an issue or request to a project

Last update: April 10, 2026

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The video demonstrates how to convert an issue or request into a project.

Key takeaways

Conversion Process: To convert an issue or request into a project, select the issue, use the three-dot menu, and choose a conversion option, preferably using a template.
Template Selection: Using a template is recommended for consistency and ease. You can review and select the appropriate template based on the project requirements.
Project Details: The project name and description are copied from the issue by default but can be edited. Custom forms from the issue are also carried over to the project.
Issue Resolution: You can choose to keep the original issue tied to the project, preventing it from being marked as resolved until the project is completed. Alternatively, the issue can be deleted upon conversion.
Access and Visibility: You can grant access to the project to the requester. The converted project will be visible in the “converted to” column, indicating whether it was converted to a task or project.