When I convert my task to a project the information associated to each field in my task is not converted with it. All my fields are blank. Is there a workaround?

Hi @Heather_Johnson2 , @lpb , this is actually possible! Perhaps it is a recent feature that was ‘quietly’ released. The key is for the custom fields to be added to the org’s library. Once a task with custom fields is converted to a project, the fields data will be added to the project’s fields, wh…

Converting task to project - field option info not transferring from task to project

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lpb 2 April 2023 19:14 2

Note: Edited my post because of incorrect info. @Richard_Sather’s comprehensive post is the right solution!

Sorry,

Larry

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Converting task to project - field option info not transferring from task to project

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