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Tasks can be merged to create a single task, if they meet the following criteria:

  • Are against the same client
  • Have no invoices against them (part or final)
  • Have not been created from a periodic template
  • Does not have any Quote Line Items
  • Are associated with the same project or no project at all

The task which you open to click Merge Tasks will be primary. Fields with a single unique value (such as the job number) will be referenced from this primary task.


To merge a task:

  1. From the Task view, click Edit Task Header.
  2. At the bottom of the page there is a field called Merge Tasks.
  3. Click the magnifying glass to search and select the task you want to merge.
  4. Select the task and click Merge Task.

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Feature access

Your permission group determines access to this feature.

Parts of this feature are included in AroFloGo.

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