- Click the Work tab.
- Select the Task tab.
- In the list view, hover on a non-asset task with a status of Planned or In Progress to convert and click .
- Click Actions>Convert to an Asset Task.
If you hovered on a completed task in step 3, the Convert to an Asset Task option is grayed out.
- Select an asset type and an activity from the menus.
- Click Save.
The task converts to an Asset Task.