My use case is as follows. I have a task with sub-tasks to be completed and assigned the main task to a team member. The sub-tasks are pretty much a list of tasks that my staff has to complete before we open a file. This task is in a project named “Inquiries”. Once my team member finishes all the sub-tasks, the team member marks the main task as completed.
Once this main task in the “Inquiries” project is marked as complete, I have added a Rule as follows:
- Once a task is marked as compelte (“completed task”), create a project from template.
However, the problem is that the newly created project automatically adds all the sub-tasks from the completed task that I had created in the “Inquiries” project. I suppose, what the rule does is - it converts the completed task into a new project and adds all sub-tasks of the completed task to a new Untitled Section (but misses the attachments to the sub-tasks of the completed task) in addition to the tasks within the project template.
I would like to:
- Not have to sub-tasks from that converted main task automatically added into the newly converted project. In essence, I am requesting that once my task is completed, I want the following automation to run:
- Once task is marked complete (hereinafter “completed task”), create a new project from template;
- Once that new project is created, add the completed task to a specific section of the newly created project so all attachments to the subtasks of completed task are automatically there. Currently, the attachments don’t get added.