I have Monday meetings every week.
I have created a template that I use everytime.
Is it possible to create a template automatically? Lets say I have created a Monday meeting 01.01. For the next meetings I want to have it created automatically.
Or is there another good solution?
@Rune_Haarberg - there is, but it gets a little in the weeds. Basically, you have a recurring task that you complete and then have a rule run to create a project from a template. See this post for more on the workaround for getting recurring tasks to trigger rules:
I would ask if you’re getting unique value from having each meeting as its own project instead of a task with subtasks or some other solution. To me, that seems like a lot of overhead but maybe your circumstances necessitate it.
I’ve actually happened to try this a couple of days ago!
The action to convert task to project does not seem to run (even with a manual trigger) on a recurring task. And without any warning or error message. It just doesn’t do anything.
@Stephen_Li , @Rune_Haarberg, can you confirm the same?
@Richard_Sather @Rune_Haarberg - oh wow…yes confirmed I see the same thing. No idea why that specific rule action doesn’t seem to work for manual triggers. I’m going to un-solve this; @Forum-team could you take a look at this one?
Hello @Richard_Sather and @Stephen_Li - Sorry for the delay. I submitted a bug report to see if this is intended behavior or a bug that is happening.
Hello @Stephen_Li and @Richard_Sather - I have an update from the team and they said this is expected behavior. Even outside of rules, the option to convert a task to a project is excluded for recurring tasks.
@Rune_Haarberg - Here’s a workaround for recurring project creation: use a project to host the tasks that will trigger the recurrence of project creation. The rule would be: when a task becomes overdue, convert it into a project. Then, use the “create a task” action to generate the new task that will trigger the rule for the following week. You can also copy all the details from the original task using variables. Does that make sense?
