Convert an issue or request to a task

Last update: April 10, 2026

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

NOTE

You cannot add issues to the project timeline, since they represent “unplanned work.” The project timeline is for “planned work,” meaning tasks.