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Converting Personal Lists & Tasks to Family/Workspace Boards

Easily transition your personal items into collaborative boards for your family or workspace.

Updated over 2 weeks ago

Bridge the gap between personal and shared productivity by converting your individual lists and tasks into collaborative boards and board-tasks. This feature is ideal for users upgrading from a Free or Premium plan to Family or Workspace (Teams), allowing for a seamless handoff of existing to-dos into shared boards, without losing any data.


🔓 Who Can Use This Feature?

🔍 This feature is available only to:

  • ❌ Free: Not available

  • ❌ Premium: Not available

  • Family: Can convert lists/tasks to boards within the Family Space

  • Workspace (Teams): Can convert lists/tasks to boards within the Workspace

Platforms:

  • ✅ Web/Desktop: Full support

  • ❌ Android & iOS: Not supported


🔁 Why Convert Personal Lists or Tasks?

Once you join a Family or Workspace plan, you may want to collaborate on existing tasks. Instead of starting from scratch, you can:

  • Convert entire personal lists into shared boards

  • Move individual tasks into an existing board

This allows for advanced project management with:

  • Shared access

  • Section-based organization

  • Assignees, comments, file uploads, and more


📝 Converting a Personal List into a Board

Once your Family Space or Workspace is active, you can convert any personal list into a board.

💻 Web/Desktop Only

  1. Open the personal list from the sidebar

  2. Click the 3-dot menu next to the list title

  3. Select Convert to Board

🧠 What happens next:

  • A new board is created with the same name

  • Tasks will be organized into two sections: “Checked” and “Unchecked”

  • The original personal list will remain in your account (you can delete or keep it)

💡 Each conversion creates a new board. You cannot merge a list into an existing board.


✅ Moving a Personal Task to a Board

You can also move specific tasks into any board in your Family or Workspace—perfect for cross-posting key tasks into shared workflows.

💻 Web/Desktop Only

📌 From Inside the Task

  1. Open the personal task

  2. Click the list name next to the reminder

  3. Select the destination board in the “Move to…” pop-up

📌 From the List View

  1. Hover over the task

  2. Click the 3-dot menu

  3. Choose Lists

  4. Select the board in the “Move to…” pop-up

💡 You must have at least one active board in your space to move tasks.


🙋 FAQs

🚀 Do I need a Family or Workspace plan to convert personal lists and tasks?

Yes, this feature is only available on Family and Workspace plans.

🪧 Can I convert a personal list into an existing board?

No. Each conversion creates a new board with the same name as the list. If you want, you can convert individual tasks to be under a specific board.

🤔 What happens to my personal list after I convert it to a board?

It remains in your account. You can keep or delete it.

💾 Will I lose any data when I convert my personal lists and tasks?

No. All data transfers smoothly. Original personal lists remain intact.

🔀 Can I move individual tasks back to my personal lists after transferring them to boards?

Not at this time.

🔒 How do I set a converted board to private or public?

You can manage board visibility from the board’s settings.

🤔 Is there a limit to how many personal lists I can convert to boards?

No. You can convert as many as needed.

👀 Can other members see my converted boards?

Yes, unless you mark the board as private.

❌ How do I archive a converted board if it’s no longer needed?

From the board settings, select Archive.

✏️ Can I customize the board sections when converting?

Yes. The default sections are “Checked” and “Unchecked,” but you can change them after the conversion.

👾 What should I do if I encounter issues while converting?

Ensure you’re on a supported plan and using the latest web version. Still stuck? Contact Support.

🗃️ Can I convert tasks from multiple personal lists at once?

No. Each list must be converted individually.

🔄 Do converted boards sync across devices?

Yes. Converted boards appear on all devices.

👤 Can I assign tasks to members after converting?

Yes. Tasks in boards can be assigned to other members.

❌ How do I delete a converted board?

Go to the board settings and archive or delete it.

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