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.
How to change a task type
- Open Punch list items and Tasks from the left sidebar.
- Open the task you want to modify.
- Click the three gears icon in the top-right corner of the task view.
- Select Change Task Type and click the blue Type button.
- Choose the new task type from the list.
How to enable a missing task type
- Go to Project Settings in the lower-left menu.
- Open the Tools / Modules tab.
- Locate the tool or module you need, for example Final Inspection, and turn it on.
How to move a task or observation between checklists
- Open Punch list items and Tasks.
- Open the task or observation you want to move.
- Click the three gears icon in the top-right corner.
- Select Change Task Type.
- Choose Reference / Checklist as the new task type.
- Open the target checklist in a new tab and copy its URL.
- Paste the URL into the reference field on the task.
- The task appears at the bottom of the selected checklist.
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 |
Updated on: 07/26/2026
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