I’ve been trying to figure out a way to add a template of sub-tasks to an existing task but have hit somewhat of a roadblock.
We have a project with some custom fields that we use to manage/organize new product ideas. When a product idea is ready to move on from being just an idea, we add it to another project that has some of the same custom fields associated with it and I’d like the custom field data/comments that pre-existed the transition to remain throughout the process.
The pain I’m feeling right now is that when the transition from idea to product begins, I need to add a series of sub-tasks with dependencies to help move that product through all the steps it needs to go through to become a product. It’s inefficient to add the sub-tasks manually each time a product starts that transition, so I created a template with all the dependencies built into it.
The closest I have come to what I’m trying to achieve is to duplicate the task template and drag the new copy into the main product task when it is added to the new product transition project, but that nests the sub tasks a level too deep for my liking. (Ideally they would show up as children of the main product task, not grandchildren.)
Does anyone know of a way to achieve this?