Working with Tasks

Moving Tasks from Personal to Public Projects

Summary: Drag tasks from a personal project to The Dock, choose Move or Copy, then drop them onto the destination project's Tasks Panel.

What it is

Personal projects are private. When work is ready for the team, move (or copy) the tasks into a public project where others can see them.

How to

  1. Open a personal project.
  2. Drag one or more tasks to The Dock.
  3. When asked whether to Move or Copy, choose Yes to move or No to copy.
  4. Open the destination project.
  5. Drag the tasks from The Dock onto the Tasks Panel.
  6. Confirm the success message (or read the error if it failed).

That's it — the tasks are copied or moved.

Tip: Runcible moves and copies files (attachments) and page properties only. It does not move activity streams or financial records. Use Adjustments for those.

Note: Tasks are always copied under the hood. A “move” creates the new copy and trashes the original.