How to move a task to a new project

Tips, Tricks & How to's
1

My organization uses Clockify to track staff time spent on various projects. There are some edits we want to make to a few tasks that live under a project named Internal and we have to move them to a new project called External. Is there any way for us to edit the task to live under a new project that also retroactively updates any time spent on that task in the past?

2

Hello Sophie,

Thank you for reaching out via the Forum!

Yes, you can do that in the Detailed report by using the Project filter and picking the Internal project so that you can see all entries you need to transfer.

Then, you can simply click on the project name in the entry and pick a different project from the drop-down menu.

In case you require any additional assistance with this, please reach out to our Support team at support@clockify.me.

Cheers,

1 Like
3

Hi there,

Yes, you can move tasks from one project to another in Clockify, and it will retroactively update any time entries associated with those tasks. Here’s a step-by-step guide on how to do this:

  1. Access the Web Dashboard: Log in to your Clockify account and go to the web dashboard where you can manage projects and tasks.
  2. Navigate to Projects:
  • On the left sidebar, click on “Projects” to view all your projects.
  • Find the project named “Internal” and click on it to see the list of tasks under this project.
  1. Edit the Task:
  • Locate the specific task you want to move to the new project “External.”
  • Click on the task name to open its details.
  • In the task details, you will see an option to change the project it belongs to. Select the “External” project from the dropdown menu.
  1. Save Changes:
  • After selecting the new project, save your changes.
  • Clockify will automatically update all past time entries associated with this task to reflect the new project.
  1. Verify the Changes:
  • To ensure that the changes have been applied correctly, you can go to the “Time Tracker” or “Reports” section and filter by the “External” project to see the retroactively updated time entries.

Additional Tips:

  • Batch Editing: If you have multiple tasks to move, you might want to consider using the bulk edit feature. This can save you time by allowing you to select multiple tasks and update their project in one go.
  • Backup Data: Before making bulk changes, it’s always a good idea to export your current time entries as a backup. You can do this from the “Reports” section by exporting the data to CSV or Excel format.
  • User Permissions: Ensure you have the necessary permissions to edit tasks and projects. If you encounter any restrictions, you may need to request access from your admin or project manager.