Move tasks between Lists

Move tasks and subtasks to Lists from another List. You can also use the Bulk Action Toolbar to add or move multiple tasks. 

For example, you could build a project plan in a single List. Then move tasks into separate Lists to represent each project phase. Or move tasks that belong to other teams into their Lists.

What you'll need

  • You can move tasks on any plan.
  • Guests with full permissions can move tasks between Lists that have been shared with them. 
  • To add tasks to Sprints while retaining their original locations, an admin or owner must first enable the Tasks in Multiple Lists ClickApp.

Add or move

Following is the difference between adding and moving a task: 

  • Add: The task is put into another List and kept in its original List. This task is in multiple Lists
  • Move: The task is put into another List and removed from its original Sprint. 

Different List settings

If the new location has different settings, you'll be given the option to keep the old settings or apply the new ones. 

For example, the old location has a custom open status named In Review. The new location uses the default status Open. When moving the task, you can select either. This also applies to Custom Fields

Move a task from a view

To move a task from a view: 

  1. From a view, click the task's ellipsis ... icon.
    • For example, in List view the task's ellipsis ... icon is to the right of the last column in that task's row. 
      MoveTasksToListsListViewEllipsis.png
  2. From the menu, select Move
  3. Search or browse to select a List. 
    • To put the task into another List and kept in its original List, in the lower-left corner click the Move and keep in current List checkbox. 
  4. The task is moved to the new location. 

Move a task from an open task

To move a task from an open task:

  1. From an open task, in the upper-left corner click the Move icon. Or, in the upper-right corner, click the ellipsis ... icon and select Move.
  2. Search for and select a new List.
  3. Search or browse to select a List. 
  4. The task is moved to the new location. 

Move tasks in bulk

To move tasks in bulk using the Bulk Action Toolbar:

  1. To open the Bulk Action Toolbar, hover to the left of the tasks in a view and click the selector button.
    • Press and hold Shift to select multiple consecutive tasks.

  2. At the bottom of the screen in the Bulk Action Toolbar click Move/Add.
  3. From the Move Add modal, select the Move tasks tab. 
  4. Search or browse to select a List. 
  5. The task is moved to the new location. 

Tasks with Custom Fields

When you move a task, we'll ask what you want to do with the Custom Fields in your task's current List that don't exist in the destination List.

Select one of the following options:

  • Select all: All Custom Fields will be added to the destination List.
  • Choose: Pick individual Custom Fields to transfer.
  • Do nothing: Move the task without any Custom Fields.

Screenshot of the warning modal that displays when moving a task to a List with different Custom Fields.

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