Importing tasks into Projects that already exists on different boards

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Marcelina Drozd
Marcelina Drozd Member Posts: 32
5 Likes First Anniversary First Comment Name Dropper
edited July 2023 in Sales CRM #1

Hi!

I have a question: is there a way to move tasks from a different board/template?

Let's say you want to merge two projects because it's one customer and it'll be easier to have all tasks in one place. But templates belong to different boards.

Thanks!

Answers

  • Laurie_58144
    Laurie_58144 Member Posts: 21
    5 Up Votes First Anniversary First Comment Photogenic
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    I have a similar question...

    I would like to be able to move a single task from one project to another.

    Example: 1 task was created in project A, but is really a step that belongs in project B.