> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.cxplanner.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Change Task Type or Move Tasks Between Checklists

## Overview: change task type or move tasks

Changing task type reclassifies a task. Linking a task as **Reference / Checklist** moves an observation or punch list item onto another checklist while keeping the same task ID.

Available types depend on which tools are enabled in project settings.

* Your role must be **Manager** or **Admin**.
* You can find the menu at **Punch list items and Tasks** - open task - three gears - **Change Task Type**.
* This changes task classification and checklist linkage. History and task ID stay the same.

|| Only users with the project role **Manager** or **Admin** can perform this action.

## How to change a task type

1. Open **Punch list items and Tasks** from the left sidebar.
2. Open the task you want to modify.
3. Click the three gears icon in the top-right corner of the task view.
4. Select **Change Task Type** and click the blue **Type** button.
5. Choose the new task type from the list.

![Screenshot: Change Task Type or Move Tasks Between Checklists - Steps 1 and 2](https://storage.crisp.chat/users/helpdesk/website/ea2cfd7bb6130800/skaermbillede-2024-07-24-kl-12_f3nex3.png)

![Screenshot: Change Task Type or Move Tasks Between Checklists - Steps 3 and 4](https://storage.crisp.chat/users/helpdesk/website/ea2cfd7bb6130800/skaermbillede-2024-07-24-kl-12_1g82e8e.png)

![Screenshot: Change Task Type or Move Tasks Between Checklists - Step 5](https://storage.crisp.chat/users/helpdesk/website/ea2cfd7bb6130800/skaermbillede-2024-07-24-kl-12_1j5q7vo.png)

## How to enable a missing task type

1. Go to **Project Settings** in the lower-left menu.
2. Open the **Tools / Modules** tab.
3. Locate the tool or module you need, for example **Final Inspection**, and turn it on.

![Screenshot: Change Task Type or Move Tasks Between Checklists - Guide - How to enable missing task types:](https://storage.crisp.chat/users/helpdesk/website/ea2cfd7bb6130800/skaermbillede-2024-07-24-kl-12_1jodlwx.png)

## How to move a task or observation between checklists

1. Open **Punch list items and Tasks**.
2. Open the task or observation you want to move.
3. Click the three gears icon in the top-right corner.
4. Select **Change Task Type**.
5. Choose **Reference / Checklist** as the new task type.
6. Open the target checklist in a new tab and copy its URL.
7. Paste the URL into the reference field on the task.
8. The task appears at the bottom of the selected checklist.

![Screenshot: Change Task Type or Move Tasks Between Checklists - Steps 1 and 2](https://storage.crisp.chat/users/helpdesk/website/ea2cfd7bb6130800/skaermbillede-2024-07-24-kl-12_1jc6ihq.png)

![Screenshot: Change Task Type or Move Tasks Between Checklists - Steps 3 and 4](https://storage.crisp.chat/users/helpdesk/website/ea2cfd7bb6130800/skaermbillede-2024-07-24-kl-12_d8b3ow.png)

![Screenshot: Change Task Type or Move Tasks Between Checklists - Step 5](https://storage.crisp.chat/users/helpdesk/website/ea2cfd7bb6130800/skaermbillede-2024-07-24-kl-12_16zb1ih.png)

![Screenshot: Change Task Type or Move Tasks Between Checklists - Steps 6, 7 and 8](https://storage.crisp.chat/users/helpdesk/website/ea2cfd7bb6130800/skaermbillede-2024-07-24-kl-12_ow1gca.png)

## Results: change task type or move tasks

| Action | Result |
|---|---|
| Change task type | Reclassifies the task with the new type behavior |
| Link task to checklist | Places the observation on the target checklist while preserving details |
| Module not active | Related task type options stay hidden until activated |

## Troubleshooting: change task type or move tasks

| Problem | Cause | Solution |
|---|---|---|
| Task type not visible | Related module is not activated | Go to **Project Settings** - **Tools / Modules** and enable it |
| Task not showing in checklist | Reference URL missing or invalid | Paste the correct checklist URL into the reference field |
| Cannot access Change Task Type | Project role is below Manager | Ask a project **Manager** or **Admin** to change the type |
| Task appears in both locations | Old reference still active | Confirm only one checklist reference is set |