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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 today

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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