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Converting Issues

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 a task.

To convert an issue, you must have the following access and permissions:

  • Access to create tasks or projects
  • View permissions on the issue

Your administrator has already set the preferences for what happens to an issue, its Primary Contact and its resolution, when it's converted to a project or a task, as outlined in "Tasks and Issues Preferences." 

During conversion, you might be asked whether you want to keep the issue and its resolution tied to the project or task you're creating.

While converting an issue, not all documents or their information are moved to the new object that the issue is converted to. 

Items included when converting an issue with documents or document links attached:

  • Document
  • Document links to third-party services, such as Google Drive or SharePoint
  • Versions
  • Proofs
    Proofs are included only when the option Keep the original issue and tie its resolution to this task is unselected.

Items not included when converting an issue with documents and document links attached:

  • Document approvals

If you decided to keep the issue in the conversion and it has documents attached, the document and its versions transfer to the project or the task. The proofs and the document approvals will not transfer 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're keeping the issue or not during the conversion, those links will be copied to the new object. 

Converting to a Project 

  1. Navigate to the Issues tab on a project. 

  2. Click the issue to be converted, to go to the issue's landing page.
  3. From the Issue Actions menu, select Convert to Project.

  4. Identify what type of project to create:
    • New Project
    • New from Template
  5. Specify a name for the project. 
  6. (Optional) Under Options, decide whether you want to keep the original issue or if you want the Primary Contact of the issue to have access to the project.
  7. (Optional) In the Custom Forms section, attach any custom forms. 
  8. Click Save Changes.
    The issue is now a project, if you decided to delete the original issue.
    Or
    The issue is now linked to the new project and it will complete when the project completes, if you decided to keep the original issue. 
  9. Set any further project details ​(project owner, project dates) and tasks as necessary. 

Converting to a Task

  1. Navigate to the Issues tab on a project.
  2. Click the issue you want to convert to go to the issue's landing page. 
  3. From the Issue Actions menu, select Convert to Task.

  4. Name the task.
  5. Identify ​the project the task will reside on.
    It doesn't have to be the same project the issue was on. 
  6. (Optional) Under Options, decide whether you want to keep the original issue or if you want the Primary Contact of the issue to have access to the task.
  7. (Optional) Attach custom forms.

  8. Click Save Changes when all task settings are set.
    The issue is now a task on the designated project, if you decided to delete the original issue.
    Or
    The issue is now linked to the new task on the project you chose, and it will complete once the task completes, if you decided to keep the original issue. 
  9. Continue editing the task (assignments, dates) as necessary.