If a project turns out to be simpler than expected, you can convert it to a task.
When to Convert
- The project is smaller than originally thought
- It does not need the full project workspace features
- You want to manage it alongside other team tasks
How to Convert
- Open the project
- Click the Convert Project To Task icon in the title bar (exchange arrows icon)
- Confirm the conversion when prompted
What Happens
- A new task is created with the project details
- The project title becomes the task title
- The project description carries over
- The project is typically deleted after conversion
What Does Not Transfer
Some project-specific data may not transfer:
- Project tasks (sub-tasks)
- Team member assignments
- Discussions and meeting minutes
- Billing information
Consider whether you need to preserve this information before converting.