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.
FAQs
Can I merge more than two items?
Yes, you can merge multiple items at once to clean up duplicates or scattered information.
Can I undo a merge?
No, merging is permanent. Be sure to review your selections before confirming.
Will I lose any data from merged items?
No, you choose what to keep. Unselected data will be discarded as part of the merge process.
Can I merge across buckets?
Yes, you can merge items from different buckets within the same board.
How do I select which data to keep during the merge?
The merge interface lets you review each field and pick the values you want to retain. You can preview the final result before confirming.
Is the merge action logged anywhere?
Yes, a complete record of the merge is stored in the base item's activity timeline.
Can I preview the final result before merging?
Absolutely. You can toggle views and confirm all selections before finalizing the merge.
What permissions are needed to perform a merge?
You need edit-level or admin access on the board where the items reside.
What if I accidentally selected the wrong base item?
You can change the base item at any time before confirming the merge using the merge interface.