Convert a Ticket to a Task

Updated on October 8, 2026
Step 1: Open the Ticket information page

Option A

1. Navigate to the left sidebar menu and click on Tickets to open your tickets dashboard.

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Option B

1. On the Overview page, click on the three dots icon in the Tickets section.

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2. Click on All Tickets from the dropdown.

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Option C

1. On the Overview page, click on one of the categories in the Tickets section.

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Step 2: Find the ticket

1. On the Tickets page, click on the ticket Category filter.

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2. Pick one of the Categories from the list.

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3. Optional: Click on the Search bar and type in the information of the ticket you’re looking for.

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4. Open the ticket information page by clicking on the Title.

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Step 3: Convert the ticket

1. Hover over the three dots in the upper right corner.

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2. Select Convert to task from the dropdown menu.

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3. Search for a project and select it from the list.

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4. Once the project is selected, click on the Convert button.

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