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Moving tasks

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Prerequisites

  • Access to the Board and backlog (KN008) menu.
  • Configured workspace.
  • Activity recorded.
  • User member of the selected workspace management team or “Move” control enabled in workspace security.

 

Introduction

It is possible to move any task from one workspace to another, or from one task type to another, if necessary. 

See below how to perform these operations:

 

Moving tasks

1. Access the Board screen from the Vision section of the Board and backlog (KN008) menu.

2. Select the workspace of the desired task.

3. Select the task and click on the button.

4. Then, click on Move.

5. On the screen that will open, select the workspace or task type to which the task will be moved.

6. Click on Save.

 

Move activities in bulk

The system also allows moving multiple activities at once.

1. Access the Backlog vision through the Vision section of the Board and backlog (KN008) menu.

2. Select the desired workspace.

3. Click to expand the sprint with the desired activities.

4. Select the activities and click the Mass actions button.

5. Click the Move option.

6. On the screen that will be opened, provide the workspace and the task type to where the selected activities will be moved.

7. Click Save to make the change of activity type or workspace of the selected records.

 

Conclusion

This way, it will be possible to change the location of one or more activities, without having to create them again.


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