I can see similar related posts but having reviewed several none cover what I need.
I have 2 projects, Project A and Project B
Project A contains all the general activity tasks of the workstream and I have added a new section for requirements called “Business Requirements”. Project B is going to be used as a way to centralise the requirements tasks from Project A (and other future projects).
Project A has a rule under the Business Requirements section to rename the task when created and add it to Project B
I want tasks created under this Business Requirements section to use a specific template and custom fields
I don’t want any other tasks created in Project A to use the same template or custom fields as the Business Requirements section.
Project B contains all the custom fields and a new task type and a task template (that contains some bespoke content for the description)
I have succeeded in creating a task in Project A, some rules run to update title etc and once updated my custom fields from Project B appear in the task in Project A and all is good apart from the description content. I cannot find a way to get this to work! Why does the Task Type not pick up the template sat under it?
If I manually create the task in Project B it works fine but this isn’t what I want!
Can anyone help with getting the templated description content into my task without all the other things breaking!?
