14 Replies Latest reply on Aug 2, 2018 4:00 AM by AlasdairRobertson

    Move a project task to a different phase

    blwallace Specialist

      ITSM version 2017.3

       

      We are using the Project workspace for project management.  A project associates phases, and phases associate tasks.  My PM would like to move a task from one phase to another.  I understand creating a composite quick action but I'm unclear on how to use the Search and Unlink and then Search and Link, specifically how to use the relationships to unlink and then link.

       

       

      Any help?