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How to convert an article to a task (and vice versa)
How to convert an article to a task (and vice versa)

Learn how to convert an article to a task, or a task to an article, within a track.

Chris Ramlow avatar
Written by Chris Ramlow
Updated over a week ago

Scenario

As an admin or content owner, you have an article in a track and you would like to convert it to a task, or vice versa.

Solution

If you want to remove an article from the Catalog and have it exist instead as a task within a track:

  1. Access a track the article has been added to.

  2. Scroll down to the track Summary.

  3. Click the context menu (button with three dots) for the article you want to convert.

  4. Select Convert to task.
    A confirmation dialog appears.

  5. Click Convert.
    The article is converted to a task within this track and any other tracks to which it has been added. The article also no longer appears in the Catalog for general discoverability.

If you want a task to be discoverable in the Catalog, you can convert it to an article using the same steps described above, but using the Convert to article option (instead of Convert to task). You must also update the access control settings to make it discoverable. Go deeper.

Go deeper

What’s the difference between tasks and articles?

The key difference between tasks and articles is that articles are discoverable in the Catalog and tasks are not. As such, you have the option not to complete an article, but tasks should always be completed. If you want team members to be able to discover a piece of written content, make it an article. If the content only applies within a track and you don’t need or want team members to discover it on their own outside the track, make it a task.

Convert a task to an article

  1. Follow the steps given in the Solution section (using the Convert to article option instead of Convert to task).

  2. Open the context menu (button with three dots) for the article you just converted from a task, and select Edit.

  3. Set Access Control to Public for everyone or Hidden and restricted.
    This step is necessary for the article to appear in the Catalog for audiences to whom you have granted access.

  4. Save the article.
    The task is now classified as an article in all tracks to which it has been added.

Note that you can always re-convert tasks and articles back into their previous type using the steps in this article.

See also

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