Automatically multi-home when task converted to project

English Forum Product Feedback
1

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?

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2

Don’t forget to vote for your own feedback :slight_smile:

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3

That would be a nice option; I voted.

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4

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.

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5

Good point - at least to have the option, but not necessarily automatic!

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