Contents of the Key Convert Tasks Form

Select the tasks to combine or change.

Field Description
Combine Existing Tasks Select this option if you want to consolidate existing tasks. Vision allows you to enter an existing project number in the New Project field.

Before you combine tasks, it is important to consider if the projects have associated plans.

When you combine records that contain one or more attached documents, all documents from both records are attached to the new record.

Project Select the project number that you want to change.
Phase Select the phase that you want to change.
Task Select the task that you want to change.
Name This field displays the name of the project. Click this field to go to the Project Info Center, where you can modify project data.
New Project Enter an existing project number if the Combine Existing Tasks option is selected.

Enter a new project number if the Combine Existing Tasks option is cleared.

Phase Select the new phase.
Task Select the new task.