Support Center / Action Lists / Is it possible to move a task from one action list to another?

Is it possible to move a task from one action list to another?

Yes, it is possible. You can move either a single task or a task including sub-tasks in one step.

  1. Click on the Task that you want to move (either click on the name of your task or three dots next to your task to Edit Actionedit action
  2. Go to the Action Location section on the right
  3. Choose the Action list, where you would like to move the task, and the relevant main task if applicable. 

    Please note that if you're moving a main task and want it to remain a main task, leave the "Main Task" field empty. The "Main Task" option will stay greyed out.

     
    action location
  4. Save
  5. Go to your new Action list and check the result – your task is moved including its subtask(s)

 

You can also move all actions at once.

Click the three-dot ellipsis above your actions. Select Move all actions. Select the action list and click the 'Move all actions' button.  movemove 1

Note: If you need to see one action in multiple documents, follow this link how-to-show-one-action-in-multiple-documents-related-actions