Can I migrate task progress from one task list to a new task list?

Note: This feature is available for School task lists only. You must be an Application Admin to use this feature.

Before You Begin

• Only one migration can run per user at a time. If you already have a migration in progress, wait for it to finish before starting another.

• Alignment changes in the wizard are saved automatically as you work. You can close and reopen the wizard without losing alignments you have already made.

Step 1: Open the Migration Wizard

1. Go to the Task Lists Page.

2. Open the School tab.

3. Select the task list you want to migrate from (this becomes the default source).

4. Open the Action menu.

5. Click Migrate Task Progress.

The Migrate Task Progress wizard opens.

Step 2: Choose Source and Destination Lists

At the top of the wizard (Step 1), choose:

Tips:

• The source defaults to the task list you had selected on the Task List page.

• Source and destination must be different lists.

• After you choose a destination, both lists load side by side in the alignment view below.

Graduating Year Filter (Optional)

Once a destination is selected, an optional checkbox will appear:

"Only migrate grades for students whose graduating year matches the destination list."

If the destination list has no graduating years configured, this option is disabled and a note explains why.

Step 3: Review the Alignment View

After the source and destination are selected, Step 2: Task Alignments becomes active. This view shows both task lists side by side, organized by unit.

Layout Overview

Task Status Badges

Each source task displays a status badge:

Source tasks with student grades also show a count (for example, 3 grades) so you can see where progress exists.

Unit Headers

Each unit header may show:

• All tasks aligned: every non-reserved source task in that unit is aligned.

• X/Y tasks unaligned: some source tasks in that unit still need alignment.

Click a unit header to expand or collapse its tasks.

Visual Connectors

• Colored lines connect aligned source and destination tasks.

• Colored bars on the edge of aligned task rows match their connector line color.

• If one task has multiple alignments, the bar may show multiple colors and multiple lines will connect to different tasks.

Step 4: Align Tasks

You must align source tasks to destination tasks before grades can migrate. Alignments tell the system which destination task should receive progress from each source task.

Many-to-many alignments are supported. One source task can align to multiple destination tasks, and one destination task can receive alignments from multiple source tasks. Each alignment is stored individually.

There are three ways to create alignments:

Method 1: Drag and Drop

1. Click and hold the connector circle on a source or destination task.

2. Drag to a task on the opposite side.

3. Release to create the alignment.

Tips:

• Drag from source to destination, or from destination to source — either direction works.

• If you only click (without dragging), the search popover opens instead (see Method 2).

• Duplicate alignments between the same two tasks are not created if the link already exists.

Method 2: Click to Search

1. Click (do not drag) the connector circle on a task.

2. A search popover opens next to the task.

3. Type to search tasks on the opposite list.

4. Click a result to create the alignment.

From a source task, the popover shows:

• Current alignments (if any), each with a Remove link

• A search field to find destination tasks

From a destination task, the popover shows:

• All source tasks currently aligned to that destination task

• A search field to find source tasks to align

Method 3: Auto-Align Matches

Click Auto-Align Matches to automatically align unmatched source tasks to destination tasks that share the exact same task name.

How it works:

• Only unmatched source tasks are considered.

• Each source task is matched to the first available destination task with the same name.

• Tasks that are already aligned are not changed.

• If no new name matches are found, a message tells you no matches were available.

Use this as a starting point, then review and adjust alignments manually as needed. Task names must match exactly — tasks with similar but different names will still need to be aligned by hand.

Step 5: Remove or Change Alignments

There are two ways to remove an alignment:

Method A: Right-Click a Connector Line

1. Right-click a connector line between two tasks.

2. Click Delete alignment from the menu.

Method B: Remove from the Search Popover

1. Click the connector circle on an aligned task to open the popover.

2. Find the alignment you want to remove under Aligned to: or Aligned from:.

3. Click Remove next to that task.

Removing an alignment takes effect immediately and is saved automatically.

Step 6: Continue to Preview

When you are satisfied with your alignments:

1. Click Continue to Preview.

2. The button shows a loading indicator while alignments are saved and the preview is calculated.

The Migration Preview screen opens.

Step 7: Review the Migration Preview

The preview shows what will happen when you start the migration.

Preview Header

Shows the source → destination task list names. If the graduating year filter is enabled, the applicable graduating years are listed here as well.

Summary Chips

Grades That Won't Migrate

If any source tasks have grades that will not migrate, a table lists:

• Source Task — the task with grades that won't move

• Grades — how many grade records are affected

• Reason — typically No alignment to destination list

Use this table to decide whether to go Back and add missing alignments before continuing.

Important Warning

The preview footer includes this reminder:

Grades will be copied to the destination list; the source list will remain unchanged. This cannot be automatically reversed.

Step 8: Start the Migration

1. If the preview looks correct, click Start Migration.

2. To adjust alignments, click Back to return to the wizard.

The Migrating Task Progress screen appears.

Step 9: Monitor Progress

The migration runs in the background. You do not need to keep the window open.

Progress Modal

Background Status Widget

If you close the progress modal, a Task Migration widget appears on screen so you can keep tracking progress.

The widget shows:

• Source → destination list names

• Progress bar

• Migration stats

• View details — reopens the full progress modal

You can dismiss the widget with the × button. The migration continues running in the background.

What Gets Migrated

For each aligned source task, the migration copies to the matching destination task(s):

What is NOT migrated:

• Grades on unaligned source tasks

• Grades on reserved tasks

• Grades that already exist on the destination (same student, same destination task)

• Grades for students excluded by the graduating year filter (when enabled)

Quick Reference