Tidy Up Your Workflow by Merging Items
Pronnel’s Merge feature helps you declutter your boards and streamline your data. It's ideal for eliminating duplicates, bringing scattered updates together, and improving clarity across your workflow. Whether you’re organizing leads or syncing internal updates, merging ensures you keep only what matters.
Steps to Merge Items
Select Items: Click the checkbox on each item you want to merge. This will open the action bar at the bottom.
Click Merge: Select the Merge icon from the bottom toolbar.
Choose a Base Item: Pick one item to serve as the base. Then select which data to retain from each of the other items. Use the toggle button near the top-right to switch between list and flip views.
Confirm Merge: Review your selections. A popup will appear reminding you that this action is final. Click Confirm to proceed.
Once confirmed, the selected items will be merged into the base item. Other selected items will be deleted from the board.
What Happens After the Merge?
- The base item reflects the final, merged data.
- The other items are deleted from the board.
- All changes are recorded in the base item's activity timeline for traceability.
Conclusion
Merging items in Pronnel is a smart and efficient way to streamline your board while maintaining full control over your data. Whether you're cleaning up duplicates, consolidating fragmented information, or simply organizing your workspace, the merge feature helps you do it with precision. You have the flexibility to choose exactly which details to keep from each item, ensuring that nothing important gets lost. Plus, every action is logged in the base item's activity timeline, so your changes remain transparent and trackable. Use Merge to keep your workspace not just tidy, but optimized for better collaboration and productivity.
Frequently Asked Questions About Merging Items in Pronnel
Can I merge more than two items?
Yes. Select multiple items and merge to clean up duplicates or scattered info.
Can I undo a merge?
No. Merging is permanent, so review selections before confirming.
Will I lose data from merged items?
You choose what to keep; unselected data is discarded during merge.
Can I merge across buckets?
Yes. Items from different buckets on the same board can be merged.
How do I select data to keep?
Use the merge interface to pick values per field; preview before confirm.
Is the merge action logged?
Yes. The base item’s activity timeline records the merge.
Can I preview the final result?
Yes. Toggle views and verify selections before merging.
What permissions are required?
Edit-level (or higher) access on the board.
Selected wrong base item?
Change the base item anytime before confirming the merge.