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Planview Customer Success Center

Convert Cards to Tasks

To convert cards to tasks, select one or more cards using our multi-select feature by holding down the command key if you're on a Mac and the control key if you're on a PC and clicking on the cards you'd like to select. 

Once you’ve made your selection, right-click and select Convert to Task.

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Next, click the card that you would like to move the task(s) into:

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The new task will automatically be moved into the To Do lane of the taskboard on the card you have selected. If no taskboard exists, LeanKit creates one.

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