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Merge work items

  • 26 May 2022
  • 2 replies
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Userlevel 1

Two work items were created for the same thing however, I don’t want to delete either of them. Is it possible to merge work items together? 

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Best answer by DianeK 26 May 2022, 23:25

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Userlevel 7
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I don’t think there is currently a way to merge work items, however, you can move the tasks from one of the work items to the other work item.  You would need to do this section by section.  You could then drag and drop the like sections so they are next to each other in the list or even drag the tasks from one section to the matching section and then delete the section that doesn’t have any tasks left.  You can move any notes and emails tagged to the first work item by tagging them to the second item.

To move a section, click on the three dots on the right-hand side and choose MOVE. It will ask you where you want to move the section.  Choose the other work item.

 

Userlevel 1

Thank you for your help!

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