ALICE does not currently support changing task types within the Plan page. However, a user can follow this process using the task data export to convert a task to a different task type.
The following task types are supported by ALICE:
- Regular Tasks
- Milestones
- Level of Effort
Step By Step:
- From the Plan page, download the task-data-export excel file.
- In the Tasks tab,
- Filter for the desired tasks / milestones / level of efforts that are to be converted to another task type
- Copy the entire rows and paste at the end of the dataset
In this example we are converting “Early Delivery” tasks into milestones.
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- Make the follow edits to these columns:
- Under “Id*”, add a suffix such as “_MS” (or “_T” / “_LOE”) to the copied rows to differentiate them from the originals
- Under “Type*”, change the fields of the copied rows to the desired task type
- REGULAR → this is a normal task
- START_MILESTONE
- FINISH_MILESTONE
- LEVEL_OF_EFFORT
- Under “Source*”, change the fields of the copied rows to “MANUAL”
- Under “External ID - read only”, delete the fields
- If converting tasks or level of efforts to milestones, under “Duration equation”, change the number format of the fields to Text and set equal to 0.0
- Make the follow edits to these columns:
- In the Task Relationships tab,
- Like in step 1.a., filter for the desired tasks to be converted in the “From Task Id*” column (helpful to use Vlookup here and a couple columns to apply the suffix to the task ids)
Filtering for predecessor relationships containing the desired tasks to be converted.
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- Add the same suffix that was added to the task ids in step 1.c.i.
- Repeat this step in the “To Task Id*” column
- Back in the Tasks tab, delete the original row of tasks that are being converted.
- Also, don’t forget to delete any columns that may have been added along the way to help filter the data. ALICE requires the task-data-export file to be in the same structure as it was downloaded in when uploaded.
5. Upload the updated task-data-export file
Before
After