The ability to merge tasks together comes in handy when you’re dealing with two tasks that are so similar they’d be considered unnecessary, or if you have two thoughts that you later find are more related than anticipated.
Our "Merge Tasks" feature solves this issue perfectly by combining tasks' subtasks, descriptions, and other important information!
How to merge a Task
Option 1
- Open a task and select the ellipses ... - In List and Board View, this is done by clicking the ellipses icon or right-clicking on a task
- Click Merge from the dropdown menu
- Select the other task you would like to merge your current Task into
Option 2
- From a List or Board view, select as many tasks as you'd like to merge together
- Click the Merge icon from the Multitask Toolbar
- Choose which task all tasks should merge to
What really happens when I merge a Task?
Imagine you have a Task (T1) that's being merged into another Task (T2):
- The title will remain for T2
- The description will be a concatenated version of both descriptions, with the T1description being added to the top of the new task's description.
- Assignees from T1 are merged with T2's assignees
- Comments from T1 are merged into T2's
- Attachments and comment attachments from T1 are merged into T2's
- T2 will be the task to retain tags, priorities, dates, recurrence, logged time, and estimated time. NOTE: T1 will be deleted after the two Tasks are merged
Example: At ClickUp, we tend to use the “Merge Task” feature a lot when creating "Hot Fixes". Often times multiple clients will report a very similar bug, so we will merge the various tasks floating around to condense the job for our developers.
Please Note: Merging tasks is a permanent action that cannot be undone! Be sure that the tasks you are merging are those you wish to consolidate.