Moving a task to a section after converting to project

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Hi,

I have created a management system where a person submits a form with info, then the form is created into a task within a project. Then that same task is converted into a project using a template and is then added to a specific portfolio. That all works great.

However, I have specific boxes within the form that are added to the task as subtasks, before it is coverted into a project as a template. When coverting the task into a project, the added subtasks are coverted into tasks and added to the converted project. THe subtasks, now tasks, are added to an untitled section.

I would like to know if there is a way, for when those tasks show up in the untitled section, to have them automatically move to the proper labeled section within the project. I have tried all of the rules available to get them to move. I have tried the smart rules function. I have run out of options.

I need some assistance, and I would appreciate the help!

Thanks!

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Hi @Ajkosmo34 ,

You need to create sections for your subtasks. You can create sections within your task by pressing “Tab” + “N”.

Sections
Sections681Ă—705 17.2 KB

When you convert the task to a project, the subtask sections become the project sections.

Project
Project941Ă—414 15.2 KB

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Hi @Ajkosmo34 ,

@Jeremy_Long is absolutely right. You can see an example of this documented in my post here:

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All,

Thank you very much for the suggestions! I am hoping this is what I have been looking for.

Thanks!

1 Like
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All,

I wanted to give an update that this solution worked perfectly. I was able to perform this same procedure in my rules, and now my subtasks have fallen under the correct section when converted to a project.

Thanks again!

3 Likes
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Great news @Ajkosmo34 ! :asana:

1 Like
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