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Move Tasks, Notes and Attachments between Nodes

Moving tasks, notes and attachments from one activity/decision/event to another within the same process or value stream.

Hylet Pistorius avatar
Written by Hylet Pistorius
Updated this week

As a stakeholder on a process or value stream; you can move tasks, notes and attachments from one activity/decision/event to another within a process or value stream.

You cannot move tasks, notes or attachments to or from process links. They can only be changed or removed.

Quick Steps to Move an Attachment/Note/Task

  1. Select the cog next to the attachment/note/task

  2. Select update

  3. On the Details tab, the first option shows the activity, decision, or event that the attachment/note/task is linked to. From the dropdown, select the desired activity, decision, or event to move the attachment/note/task to.

  4. Select Update

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