We have a Project titled “Prospective Jobs”. All of our jobs begin there as a “New Task”. I need to have a subtask (or perhaps several subtasks) that automatically populate within every single “New Task”.
Basically those subtasks are going to tasks to order material, etc. and will be assigned to the appropriate person and given a due date at the appropriate time.
I KNOW we can do this by putting a template “Task” within the “Prospective Jobs” Project and having the team “Duplicate Task” for all new tasks, but there’s too much room for error there checking the wrong options when duplicating the task, or accidentally modifying the Task template.
Is there a way of setting one specific Project such that anytime someone clicks “New Task”, that new task auto-populates with a predetermined Subtask titled “Order Materials” and a predetermined text body?