Overview
Move Task allows an automation to relocate tasks within a project. It enables you to easily adjust task priorities, shift tasks between stages, and optimise workflows.
How to Use It
- Click ➕ Add Step and choose the Move Task Within Project action.
- Select a project you would like the automation to run in.
- Specify which Task ID you would like the automation to move. This is usually referenced with the @ shortcut from the preceding Trigger or Action. In the example above, the Task ID is referenced from the Task Completed trigger.
- Select a Destination Block for the task to be moved to.
- Finish the automation or add more steps for further processing.
Move Task Within Project (Settings)
Connector options give you full control over the Move Task Within Project automation:
| 🏷️ Field | 🔤 Description |
|---|---|
| Project | Select which Project you would like the automation to run in. |
| Task ID | Enter or reference a Task ID you want to be moved. Note that this Task ID must exist in the Project selected in the previous field. |
| Destination Block | Select which Block you want the Task to move to. Note only Blocks within the Project selected will be available for selection. |
Move Task Within Project Use Cases
Not sure how to use the action? Start with these ideas:
Task Progress Tracking
Track the progress of tasks within a project to ensure they are on schedule and aligned with the project goals.
Organise Completed Tasks
Organise completed tasks within a project to maintain a clear and structured workflow. Automatically categorise and finished tasks, making it easier to review past work, track accomplishments, and keep your project clutter-free.
