we have tons of task templates in our project template, but we would like to create a bundle instead to be more flexible. Do we need to create all the task templates in the bundle from scratch or is there a way to transfer the existing task templates from project template to a bundle?
Can I move rules, custom fields, sections, etc. from an existing project into a bundle?
Yes, you can save a copy of all the customize menu features (rules, fields, task templates, etc.) within a project into a bundle that can then be applied across other projects.
Hi @Miriam_Guttmanova , it’s perhaps a bit ‘buried’ in the newly redesigned Customize menu but this option will create a new bundle based on the fields, rules, sections and task templates of the project. You cannot add them into existing Bundles, unfortunately, currently.