Overview of converting issues in Adobe Workfront

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

For information about converting issues to tasks, see Convert an issue to a task in Adobe Workfront.

For information about converting issues to projects, see Convert an issue to a project in Adobe Workfront.

Considerations when converting issues

• Your Workfront administrator or group administrator has already set the preferences for what happens to an issue, its resolution, and the its Primary Contact’s access when it is converted to a project or a task, as outlined in Configure system-wide task and issue preferences.

• Workfront removes any approvals that are associated with issues during conversion.

• Workfront overwrites the Resolving Object of the issue when you convert it to a task or an project. The new task or issue becomes the new Resolving Object of the issue after conversion.

• Consider the following:

  • During conversion, you might be asked whether you want to keep the issue and its resolution tied to the project or task you are creating.
  • If you keep the issue, the status and percent complete of the project or task automatically update the status and the percent complete of the issue when any changes occur on the project, task, or the issue or when the Workfront recalculates the timeline.

• When converting an issue to a task or a project, the issue is removed from the Home area of the user assigned to the issue.

• When converting an issue, the permissions to the original issues are not transferred to the converted object (task or project).

• When converting an issue to a project using a template, most information from the template transfers to the new project. However, some information from the issue can also transfer to the new project. For more information, see the Overview of project fields when converting an issue to a project using a template section in this article.

• While converting an issue, not all documents or their information are moved to the new object that the issue is converted to. The following items are included when you convert an issue that has documents or document links attached:

  • Document
  • Document links to third-party services, such as Google Drive or SharePoint.
  • Versions
  • Proofs are included only when the option Keep the original issue and tie its resolution to this task is unselected.
  • Document approvals are not included when you convert an issue that has documents and document links attached.

• If you decided to keep the issue in the conversion and it has documents attached, the document and its versions are copied to the project or the task. The proofs and the document approvals are not copied to the project or the task.

• If you decided to not keep the issue in the conversion, and it has documents attached, the document, its versions, and the proofs transfer to the project or the task. The document approvals will not transfer to the project or the task.

• If you have documents and folders linked to the original issue from third party services, like Google Drive, regardless of whether you are keeping the issue or not during the conversion, those links will be copied to the new object.

• Issue comments are also copied to the task or project converted from the issue, but tagged users will not transfer.

• If you want to transfer custom form information from the issue to the project or task you are converting it to, ensure you have a project or task custom form that include the same fields you want to transfer from the issue. For more information, see Transfer custom form data when converting an object.

Overview of project fields when converting an issue to a project using a template

When converting an issue to a project, you can either convert it to a blank project or use a template.

For information, see Convert an issue to a project in Adobe Workfront.

When using a template, some fields that are populated on the template transfer to the project created from the converted issue. Other fields transfer to the project from the converted issue.

The following table lists project information and whether it transfers from the template or from the issue:

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.