Create Task Template in Project Template

English Forum Tips and Tricks
,
1

Hi Everyone,

I would like to add a Task Template in a Project Template.

Of course, I could:

  • create Project from Project Template
  • create Task Template in newly created Project
  • convert Project to Project Template

I would like to avoid that, since our Project Template is huge, with many Assignees that get notified upon Project creation, Rules that trigger etc…plus the risk of transferring unwanted changes to the new Template.
Is there any other way to create a Task Template whilst staying in the Template Editor?

2

Hi Christine,

You can create a template task directly in the project template editor:

Capture d’écran 2024-08-19 à 14.19.50
Capture d’écran 2024-08-19 à 14.19.502252×1202 188 KB

Hope it helps :slight_smile:

3

Hi @Thaïssa_iDO ,

I completely forgot, that there is another option than converting Tasks to Task Templates. Thank you so much! I will mark your answer as solution :slight_smile:

4

This topic was automatically closed 7 days after the last reply. New replies are no longer allowed.