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Converting a Task to a Category

A task that is larger than first expected can be converted into a category

Converting a Task to a Category:


1. To convert a task to a category, first select the task that you would like to convert. Once selected, the task sidebar will open.

Converting a Task to a Category:

 

2. Once open, click on the 'More' tab situated in the top header bar of the task. 

 click on the"More" tab situated in the top header bar of the task. 

 

3. A menu will then appear. From the list of options provided, select 'Convert to category' to convert your task into a category.

select 'Convert to category' to convert your task into a category.

 

4. A window will then appear asking you to confirm your decision. Click OK  to continue.
 A window will then appear asking you to confirm your decision. Click OK  to continue.

 

5. Once confirmed, your task will appear as a category. When the task becomes a category, any comments, attachments, urgency markers etc will be removed. Any checklist items that were in the task, will become individual tasks in the new category. To add a task to the category, simply double click in the category circle or drag tasks into it from other categories. 

 Once confirmed, your task will appear as a category.