Merge Tasks

Learn how to merge tasks together in AroFlo

Updated on July 8th, 2024

Two tasks can be merged to create a single task if they meet the following criteria:

  • Both tasks are against the same client
  • Neither task has any invoices against it (part or final)
  • Neither task has been created from a periodic template
  • One (or both) of the tasks has no quote line items
  • Neither task's quote was used to create a project
  • Both tasks are associated with the same project or no project at all.

Linking Tasks

If your tasks don't meet the criteria for merging but you still want to keep them together, you can link your tasks.


Before you proceed

Merging tasks cannot be undone, as the task you no longer want is deleted on merging.


To merge two tasks:

  1. In the task you want to keep, click Edit Task Header.
  2. In the Merge Tasks field, click the (magnifying glass) to search for the task you want to merge with.

    The task you select here must meet the criteria listed at the top of this page. To see if a task / quote is linked to a project, you can add the Linked to Project column to your Search Tasks window (click Columns > Linked to Project OK).

  3. Click to highlight the task and click Select Task.
  4. Click Merge Task > Merge tasks to confirm.

The tasks are now merged and the task you selected in step 3 has been removed from your Current Tasks list.

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