Moving Projects and Tasks

Steps for Moving a Task

  1. Navigate to the β€˜Projects and Tasks’ tab.

  2. Identify the task you want to move and the workspace it’s currently located.

  3. Go to the desired workspace and open the task.

  4. Click the workspace name at the top of the task modal to show the list of workspaces.

  5. Select a workspace.

  6. Click β€˜Move Task’ to confirm.

  7. If available, click the project name at the top of the task modal to show the list of projects within the selected workspace.

  8. Select a project.

  9. Save the task.

  10. Your task is now moved to the destination workspace (and project).

Steps for Moving a Project

The process of moving projects is very similar to moving tasks:

  1. Navigate to the β€˜Projects and Tasks’ tab.

  2. Identify the project you want to move and the workspace it’s currently located.

  3. Go to the desired workspace and open the task.

  4. Click the workspace name at the top of the project modal to show the list of workspaces.

  5. Select a workspace.

  6. Save project.

  7. Your project is now moved to the destination workspace.

Example: Engineering Team

Imagine an engineering team working on a new product development project in Workspace A. As the project progresses, they realize that some tasks related to market research and customer feedback analysis would be better suited in Workspace B, which is dedicated to user research and analysis.

By moving these specific tasks from Workspace A to Workspace B, the engineering team can seamlessly collaborate with the user research team and leverage their expertise in gathering insights from potential customers.

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