Merging Tasks

Merge tasks to combine and consolidate similar items.

 

You can combine task descriptions, assignees, comments, attachments, and subtasks.

 

At ClickUp we merge tasks to manage bug reports. Multiple people often report similar bugs. We merge those tasks together so our team can capture the details about a bug in one place.

Screenshot showing the 'merge' option in a task's ellipsis menu in List view.

What you'll need

 

Merging tasks

When you merge two tasks together, specific information is added to the second task.

 

For example, if we merge task A into task B:

  • Task B keeps its title

  • Task A's description is added to the bottom of task B's description

  • Task A's assignees are added to task B

  • Task A's comments are added to task B

  • Task A's attachments are added to task B

  • Task A's subtasks are added to task B

  • Task B will keep its tags, priorities, dates, recurrence, time tracked, Custom Fields, and estimated time

  • Task A's Custom Field values are only added to task B if task B doesn't have any information in the same Custom Field

  • If task A has a Custom Field that isn't available on task B, we'll prompt you to either:

    • Add selected CFs: Adds the Custom Field to task B

    • Do nothing: merge the tasks without retaining the Custom Field

 

How to merge tasks

Merging tasks is a permanent action that cannot be undone. Make sure you want to combine the tasks you are merging!

 

Merge two tasks from task view

You can merge any task into another task individually.

  1. Open a task

  2. Click the ellipses to open the task settings menu

  3. Click Merge from the dropdown menu

  4. Select the other task you would like to merge your current Task into

 

Merge multiple tasks

You can also merge two or more tasks together without opening each task.

  1. From a List or Board view

  2. Select as many tasks as you'd like to merge together

  3. Click the Merge icon on the Bulk Action Toolbar

  4. Choose which task the selected tasks should merge into

Screenshot highlighting the 'merge' option found in the Bulk Action Toolbar.

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