Convert an issue to a task in Adobe Workfront

If more work must be done to complete an issue after the issue is submitted, you can convert the issue to a task.

For general information about converting issues, see Overview of converting issues in Adobe Workfront.

Access requirements

You must have the following access to perform the steps in this article:

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Convert an issue to a task

1. Go to a project and click Issues in the left panel.

2. Click the issue you want to convert to go to the issue’s landing page.

3. Click the More menu on the issue, then Convert to Task.

   

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   If the issue is associated with an approval process or it is already associated with a resolving object, Workfront displays a warning at the top of the Convert to Project box to notify you that the approval is removed or the resolving object is overwritten during the conversion. For more information, see Overview of converting issues in Adobe Workfront.

4. Update the task name in the Task Name section. By default, the name of the task will be the same name as that of the original issue.

   

5. Click Destination Project, then start typing the name of the project where you want to place the new task in the Destination Project field and select it when it displays in the list. The issue’s project is selected by default.

6. Click Overview, then type a Description for the task.

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   A system or group administrator might change the order of the sections in the left panel of the conversion box by modifying your layout template.

7. (Optional and conditional) Click Options, select any of the options below.

   The Workfront administrator or group administrator must enable these preferences before they are visible during the conversion of issues:

   • Keep the original issue and tie its resolution to this task

     If unselected, the original issue is deleted.

     NOTE

     Users without access or permissions to delete issues will not be able to delete the issue as they are converting it, regardless of the status of this setting. For information about access and permissions to issues, see:

     • Grant access to issues
     • Share an issue

   • Allow (User Name) to have access to this task

     If unselected, the issue’s Primary Contact has no access to the new task.

   • Keep the planned completion date of the issue

     If unselected, the Planned Completion Date of the new task is calculated from the Planned Start Date of the task. The Planned Start Date of the new task is set according to the system preferences for new tasks.

     NOTE

     The options that display here depend on how the Workfront administrator configured them for everyone in the system. For more information, see Configure system-wide task and issue preferences.

     Or, if the top-level groups in your organization configured them separately, the options that display here depend on which group is associated with the project you selected in step 6. For more information, see Configure task and issue preferences for a group.

8. (Optional) Click Custom Forms and attach a custom form for the new task.

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   • If a multi-object custom form attached to the issue is configured for use with both issues and tasks, all information saved in the form is retained when you make the conversion if the fields exist both on the issue as well as the task’s custom forms.
   • If a multi-object custom form with a calculated field is attached to the issue as well as to the task, the issue and the task must be compatible with all fields referenced in the form’s calculated custom fields. If there is an incompatibility, a message alerts you to make adjustments. For more information, see the “Calculated custom fields in multi-object custom forms” section in the Add calculated data to a custom form with the legacy form builder.
   • If the destination project has any default forms defined in the Task Default Custom Forms field when editing the project, those task forms are also added to the new task. Any custom fields that are common between the original issue and the fields on the default task forms are pre-populated with information from the issue fields.

9. Click Convert to task.

   The issue is now a task on the designated project, if you decided to delete the original issue.

   Or

   The issue is now linked to the new task on the project you chose, and it will complete once the task completes, if you decided to keep the original issue.

   Some issue fields transfer to the task. For information, see the View original issue information on projects and tasks section in this article.

10. (Optional) Continue editing the task as necessary.

View original issue information on projects and tasks

You can view the original issue information in project and task lists and reports or in the Project Details area. For information about building reports, see Create a custom report.

The following table illustrates which issue fields are visible from the converted projects and tasks.