While converting a Task to Project, transfer Task Columns to Portfolio Columns

[lpb]

This has been available for a while now. See:

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

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, which you can see in the project actions dropdown > Edit project details. To have these same fields show up in the Portfolio that the project is added to, simply add the same custom fields to the portf…

Thanks,

Larry