When using the feature “convert task to project”, 9 out of 10 times, we want to multi-home that task into the created project so that we have a reference point of the original submission. This feature is often used when using a Form submission as project intake and then converting the task into a project, because the request has been approved to be launched into a full project.
I know that the task information is available on the Overview tab, but nothing beats having the task itself in the project as a reference to the original.
Can there be an option (or can it be automatic) to always multi-home the task into the newly created project that’s created from that task?
I would certainly advocate this being an option in the rule action but not automatically added to the newly created project. I have client use cases where the form submission would contain sensitive data (eg. budgets, rates etc) that not all project members should be privy to.
Is there a way to get an update on if this feature will be considered? I’m not sure how the voting system works but our team would definitely implement this - we’re manually doing it right now.
