Merging Duplicate or Related Tasks Effectively

Introduction

This guide will show you how to merge duplicate or related tasks in Easy8. This is useful for keeping your project workspace organized and preventing confusion caused by duplicated efforts. By following these steps, you’ll be able to consolidate task data and improve clarity.

Target Audience

User + Administrator

Prerequisites

Permission to manage and edit tasks
Two or more tasks that are candidates for merging
Access to the task list or individual task pages

How to Merge Tasks

Step 1: Open the Task You Want to Keep

Go to the main task list or use filters to find the task that should remain after merging.
Open this task — it will act as the destination for the merge.
Note its title and ID to avoid confusion later.

Step 2: Select the Task to Merge

Open the task that you want to merge into the first one.
In the right sidebar, scroll to the More section.
Click on the Merge task option.
A dialog window will open where you can search and select the target task (the one you opened in step 1).

Step 3: Complete the Merge

Confirm that you want to merge the tasks.
All content from the second task (description, comments, attachments) will be transferred to the selected task.
The merged task will be automatically closed, and its data will remain accessible in the history of the target task.

Troubleshooting

Cannot find merge option: Ensure you have permission to manage both tasks.
Data not visible after merge: Check the target task’s history and attachments tab.

Conclusion

You have successfully merged duplicate or related tasks in Easy8. This helps simplify task tracking and avoids confusion from overlapping content.