Convert an issue or request to a project
In this step, you will learn how to transform an issue or request into a project efficiently. You will explore the process of selecting an issue, using the conversion options, and choosing the appropriate template to ensure consistency and ease in project management. You will also understand how to manage project details, such as names and descriptions, and how custom forms are carried over from the issue to the project. Additionally, you will learn about options for keeping the original issue tied to the project and granting access to the requester.
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.
Next, you will discover how to convert an issue or request into a task, exploring similar conversion options and project management techniques.