It would be phenomenal if we could trigger the creation of a task from a task-template into a specific section of a project. Thank you.
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Hello @Dan_G,
in case you are looking for this action to trigger from a form submission I also recommend upvoting here.
Now to achieve what you are looking for what you can do is set up a custom field with various options in the drop-down.
Depending on the option selected a rule triggers adding various subtasks.
Does this help?
I would also love this. I know the action can add subtasks, but I need to be able to set up dependencies as well.
I was also looking for a good way to do this. Specifically, I am looking for when a task in one project is complete for a new task to be created in a separate project using a task template.
Reasoning: We have a tracking board for monthly/quarterly onsite visits at customer sites. We then have a separate board for meetings generated by those onsite visits. It would be really cool if when an onsite visit task is completed in the onsite project, a new meeting task could be created in the meeting project.