Considerations about moving issues

Consider the following when moving issues that contain documents or are associated with a request queue:

  • Your system or group administrator can prevent you from moving issues that have logged hours, depending on how they configure the Allow users to move tasks and issues with logged hours preference in the Setup area. For information, see Configure system-wide task and issue preferences.

  • When an issue is associated with a requests queue: When you move an issue to another object and the issue is associated with a request queue, the moved issue is no longer associated with the original queue the first issue originated from.

  • When a document is attached to the issue: When you move an issue to another object and the issue has a document attached to it, the document, its versions and proofs also move to the new issue. Any approvals associated with the document do not move.

  • When an issue is linked to a document or a folder: When you move an issue which has documents or folders linked to a a third party service like Google Drive, the links to the documents move with the issue.

Move issues in a list

You can move one or multiple issues from a list of issues or from an issue report.

  1. Go to the project that contains the issue or issues that you want to move.

    Or

    Go to an issue report.

  2. If you selected to go to a project, click Issues in the left panel.

  3. Select the issue or issues that you want to move and click the More menu at the top of the issue list, then click Move to.

    Copy and Move to links

  4. Continue with moving the issues, as described in the section Move a single issue starting with Step 2.

Move a single issue

You can move one issue when viewing it.

Move a single issue

  1. Go to an issue that you want to move, click the More menu More menu to the right of the issue name, then click Move to.

    Move at issue level

    The Move Issue box displays.

    Move issue box

  2. In the Select Destination Project section, specify the name of the project where you want to move the issues. The name of the current project displays by default.

    TIP
    Only 100 projects display in the list.
  3. (Conditional) Click request access if you do not have access to move issues to the project.

  4. (Conditional) Continue to move the issue on the selected destination project without requesting access if you have access to add issues to one of the tasks on the destination project.

    Move issue and request access

    TIP
    Similar messages display if the project selected is in pending approval, completed, or dead, when the Workfront administrator prevents adding issues to these projects. For more information, see Configure system-wide project preferences.
  5. (Optional) In the Options section, deselect any of the items listed in the table below to remove them from the moved issue. All options are selected by default.

    IMPORTANT
    Deselecting items in the Options list results in loss of data. Information from the existing issue will be removed and cannot be recovered.
    Select allDeselect this option to remove all information from the issue when moving it to its new location.
    AssignmentsRemoves users, job roles, or teams that are assigned to the issue.
    ProgressRemoves the percent complete, if any, of the issue.
    Documents

    Removes everything in the documents tab, including document versions, linked documents, and folders.

    NOTE

    If you opt to not have the documents moved with the issue, the documents will be deleted and placed in the Recycle Bin for 30 days. An administrator can restore them and they will be restored on the moved issue.

    If the issue is deleted after it’s moved, the restored documents will be placed in the Documents area of the user page of the administrator who restores them.

    PermissionsRemoves the entities that the issue is shared with.
    UpdatesRemoves comments from the Updates section of the issue.
  6. (Optional) In the Select Task section, select the task where you want to move the issue.

  7. Click Move issue or Move issues, if you selected multiple issues in a list.

    The moved issues are added to the specified project.

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