With consolidate, you can combine tasks from older projects into the “newest version” of that task – making it easier to compare newer projects to older ones.
If you're estimating a new project and you’ve got three historical projects selected as comparables.
On the first project, you have a task called Project Management
On the second project, you have a task called PM, which is what you used to call Project Management
On the third project, you have a task called Project Manager, which is another version of Project Management that was named differently in the past.
Because they have different names, they'll be represented as different tasks when imported into Parakeeto. However, we want them all to be represented as the same task.
How to Merge Services Together:
To start merging projects, simply click on the menu in the upper left-hand corner of a task card.
Then, select the service cards that you would like to merge together:
A menu will appear at the bottom of your screen, simply use the dropdown menu to select the task you'd like to merge everything into.
The end result is a single task with data from the others merged into it:
How to Undo Merges
And of course, splitting those services back out is as easy as merging them together. To undo merges, click on the (+x) indicator next to the task name to open up the merge menu.
The merge menu will appear, showing you all the tasks that have been merged into this card.
To undo a merge, simply click on the "Split Service" button. That task will be split back out into it's own card.
How to Add Tasks from Harvest
In order to add tasks from Harvest, click on the (+) button next to services in the estimate overview:
A menu will appear showing you all the tasks inside your Harvest account:
Select the tasks you'd like to add, and click on "Add Services" to add them to your estimate.
If Tasks from Harvest are Not Appearing in the Service Picker:
If you're have new tasks that are not appearing in the Service Picker. Follow these troubleshooting steps.
1. Log-out of Parakeeto and Log Back In
Start by clicking on the Log Out button in the bottom left-hand corner of the screen:
Then click on the log-in using Harvest button to log back in:
2. Trigger a Harvest Sync
Start by opening the project picker:
Then click on "trigger sync":
Wait for the sync to complete and proceed to the service selector to verify that your tasks have synced.
Still have Questions?
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