I’m in the process of building out a team board. Still undecided if I want to make the overall board a project board or if I want to create a portfolio where each intake becomes a project within it. Currently, I have a project board set up with an intake request form. This will create the project task. BUT if I decide to go the portfolio route, is there a way to have an intake mechanism set up for those? One that will generate a project rather than the task?
You can use automation: a form will generate a task, and then with automation you can say “new task added > convert to project”
4 Likes