Save Time with Improved Section & Task Actions

We’ve made working with Avaza Sections & Tasks even simpler! Copy an entire Section’s tasks from one Project to another, or move and copy independent tasks as needed.

With our new update, you can now rename/delete sections and copy section tasks without navigating to a different page. You also now have task options, such as move, copy, or delete, accessible via a 3-dot control.

New Section Options

In Task List-View and Kanban Boards, we have introduced a new 3-dot control on the Section Name row. This control allows you to: Rename Section, Copy Section Tasks and Delete Section.

Figure: Section 3-Dot Control Provides Extra Controls

1. Rename Section

If you’ve made a mistake while creating a section, or just want to change what it’s called, the Rename option will allow you to make any edits necessary.

Figure: Rename Section Names

Sections can also be renamed by clicking on the Section name when in Task List View or on a Kanban Board.

2. Copy Section Tasks

Do you need to copy an entire section’s tasks into another project?

The Copy Section Tasks option allows you to copy all tasks in a section to a section in another project, or the same project.

Figure: Choose Project to Copy Tasks to

When copying across tasks, the task title is copied over by default. You can additionally choose to copy across:

• Description
• Start & Due Date
• Assigned To: Only if assigned-to user is a project member of the destination project.
• Followers: Copies over followers who are project members on the destination project.
• Sub-tasks
• Task Time Estimate

The Project drop-down is also filtered based on Project Membership, so only users who are members of projects can move tasks between them.

3. Delete Section

Sections without tasks can be deleted from Projects using this option.

Move, Copy or Delete Task Options

You can now Move and Copy tasks from one project to another, or even within the same project itself!

Figure: New Task Options allow you to Copy, Move or Delete Tasks

In Task-list view, you can now click on the 3-dot control next to the Due Date, and easily Move, Copy or Delete tasks. These options are not available on Kanban Boards.

1. Move Task

To Move a Task to a different project, Click Move Task. Here is a blog post on this feature.

Figure: Move Tasks from One Project to Another

2. Copy Task

The Copy Task feature allows you to copy one task at a time to another, or the same project.

Figure: Copy Tasks from One Project to Another

The Task Title is copied over by default and you can additionally choose to copy across:

• Description
• Start & Due Date
• Assigned To: Only if assigned to user is a project member of the destination project.
• Followers: Only those users who are project members on the destination project are copied across.
• Sub-tasks
• Task Time Estimate

The Project Drop-down is filtered based on Project Membership, so only users who are members of projects can move tasks between them.

3. Delete Task

To Delete a task, click this option. You will not be able to delete a task that has Invoiced Fixed Billable Amounts or Timesheets on it.

Hope you enjoy these new options! Let us know what you think in the comments. 🙂