Convert an issue or request to a task

In this step, you will learn how to convert an issue or request into a task. You will start by locating the issue you want to convert and then use the three-dot menu to select the 'Convert to Task' option. You will see how the task name and description are automatically copied from the issue, with the option to edit them for clarity. You will also explore how to select a destination project for the task and understand the automatic attachment of custom forms. Finally, you will review the conversion options, including keeping the original issue active and allowing the requester access to the task.

Key takeaways

• Simple Conversion Process: To convert an issue/request into a task, open the issue, click the three-dot menu, and select “Convert to Task.” ​ The task name and description are copied by default but can be edited. ​

• Destination Project Selection: You can choose the destination project for the task, either the default project where the issue resides or another project you have access to. ​

• Automatic Form Attachment: Custom forms linked to the issue are automatically added to the task, ensuring all field values are carried over seamlessly. ​

• Conversion Options: Key options include:

  • Keeping the original issue active alongside the task. ​
  • Allowing the requester access to the task. ​
  • Retaining the issue’s planned completion date for the task. ​

• Linked Status Updates: If the original issue is kept, its status will automatically update based on the task’s progress, ensuring synchronization between the issue and task. ​

This concludes the module on converting issues and requests. You now have the skills to efficiently manage tasks and projects derived from issues or requests.