I am finally getting around to utilizing forms as an task creation process and quickly realizing that I could save a ton of time by being able to create a form at a higher level that allows for the selection of which project to assign the task to.
I would welcome forms at the team, portfolio, or even the workspace level ideally to simplify where my teams reach for when creating a new task item.
Anyone else think this would be useful?
Thanks!
Hi @FenwayJohnny you could look at engineering this using rules and custom fields so that the task moves into the correct project
For our organiztiong this is one of the biggest drawbacks of forms. We really need this. And I do not see how the below suggestion of using Rules would work to be honest. I would love to see a concrete example of a rule that would accomplish this.
Welcome, @Jessica_Westbrook,
If you have a select choice question in the form mapped to Type Content, then this rule would accomplish it:
Thanks,
Larry
