Hi there! I apologize if this has been posted before, but I am wondering about the "add to another project rule. I have the “add to another project” rule running within the “My Tasks” area so that anything assigned to me will be added to a project called “Giselle’s Tasks” that I have shared with my boss.
I have been working out of “Giselle’s Tasks” primarily as I am able to share it with my boss and I can see tasks from other projects as well as individual tasks. However, the issue is that when I update the status of the tasks within Giselle’s Project, the status is not updated in the tasks from which that task comes. For example, if Task X is assigned to me in Project Space A, it will go to My Tasks. Due to the rule in My Tasks, Task X will then be added to the Giselle’s Tasks project. When I mark Task X complete in Giselle’s Tasks, Task X’s completed status is not shown within Project A or My Tasks.
Is there some way that I can link tasks assigned to me so that the task status is reflected if I mark Task X complete in Giselle’s Tasks? Does anyone have any suggestions?
Not sure if you know this or not but you can share your My Tasks view with people directly. Though, I can see where sharing a project with your tasks would be better since it supports more functionality than My Tasks alone.
Hi @Giselle_DeGrandchamp
By “task status”, are you talking about the completing button of a task ? Or are you talking about a custom field with a drop down menu?
If you click on “complete task” then it should appear as completed in all projects the task belongs to, and in MyTasks also.
Hi Julien! I am sorry for not being clear! By “task status,” I am referring to the complete button of the tasks! I am clicking complete on tasks within “Giselle’s Projects,” but the tasks are not being marked as complete in any of the other projects, even though the tasks should all be linked!
When you open one of those task, do you confirm they appear as belonging to several projects?
For instance, “TEST” task is belonging to Projet A and Projet B.