Create new task from incoming task, move it to a new project, and assign to someone else

English Forum Tips and Tricks
1

This seems pretty straight forward, but yet it’s not working.
When a form is submitted, a task is created and assigned to me.
The form contains tasks for two departments , but they are independent, so I don’t want it to be the same task in two projects, because I don’t want one team to “complete” the task prior to my team “completing” the task.

Currently, I’m creating a rule that when a task is created in my project, and field X = video, then create a task, move to video project, and assign to UserX

This all works, however, it’s wiping out the info from the initial task assigned to me.

Since there is no “duplicating tasks”, this is the only way I can think to do this. . . .

Anyone have any better ideas (or know why the initial task is removing all the info from it)

2

Hi @Michael_Clemens

  • Go to the rule that is creating the new task
  • Click on the Do this Create a task to update the settings
  • Click on View all fields
  • Click into the description
  • Click the + then Select: variable > Task > Task description

This will copy the description from the original task to the new task when it is created.

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