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Converting Issues

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The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview Sandbox environment.

Understanding Issue Conversion

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 are 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. The default name is the name of the issue you are converting. 
  6. (Optional and conditional) If you have selected to create a project from a template, update the available fields in the Convert to Project dialog box. For more information about editing fields on projects, see "Editing Projects."
  7. (Optional and conditional) Under Options, select any of the following options. 
    The system administrator must enable the following preferences to be visible during the conversion of issues:
    • Keep the original issue and tie its resolution to the this project 
      If unselected, the original issue is deleted.
    • Allow <User Name> to have access to this project 
      If unselected, the user who entered the issue has no access to the new project.
      For more information about enabling settings for issues during conversion, see "Task and Issue Preferences."
  8. (Optional) In the Custom Forms section, attach any custom forms. 
    For more information about transferring information from the custom form of the issue to that of the new project, see "Transferring Custom Form Data from Issues and Tasks to Tasks or Projects During Converting Them."
  9. 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. 
  10. 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.
    You can select a different project from the project that the issue is on. 
  6. (Optional and conditional) Under Options, select any of the following options.
    The system administrator must enable the following preferences to be visible during the conversion of issues:
    • Keep the original issue and tie its resolution to the this task 
      If unselected, the original issue is deleted.
    • Allow <User Name> to have access to this task 
      If unselected, the user who entered the issue has no access to the new task.
    • Keep the planned completion date of the issue
      If unselected, the Planned Completion Date of the new task is calculated from the Planned Start Date of the task. The Planned Start Date of the new task is set according to the system preferences for new tasks.
      For more information about enabling settings for issues during conversion, see "Task and Issue Preferences."
  7. (Optional) Attach custom forms.
    For more information about transferring information from the custom form of the issue to that of the new task, see "Transferring Custom Form Data from Issues and Tasks to Tasks or Projects During Converting Them."

  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.  

Viewing Original Issue Information on Projects and Tasks

You can find the following information about the original issue in a project or task report or list, for the projects and tasks that were created by converting an issue: 

  • Original Issue Name
  • Original Issue Entry Date
  • Originator Name

You can view this information by building a custom view for the project or task report or list.
For more information about building a custom view for a project or task report or list to display information about the original issue, see "View: Display Original Issue Information on Task and Project List."

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Linked from this: https://workfront.zendesk.com/hc/en-us/articles/115002109774