Activity Template question

I created a master client template to hold individual task templates, and even though I indicated which section to save the template, every new template automatically populates under a different section. Is there a way to fix this issue?

@Erica_Abarcam,

In a project template where you create a task template, you can specify the task is created in a specific project and section of another project (multi-home) with Add to project.

There’s no facility, though, to specify the section in the project created from the project template though.

You might find this possibly-related workaround I offered for other cases of value:

May I move this thread to a non-private one so 600k+ others can benefit from the question and answer?

Thanks,

Larry

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Thank you, and yes, the thread can be moved.

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