Is there a specific order that tasks & rules are created when a project is created from a template? When I create a new project from the template, if I have a rule triggered by “task is added to this project”, it runs on some tasks but not others. I suspect this is because the task is added to the p…

[image] Jan-Rienk: I’m wondering about the reliability, depending on whether the tasks in the template don’t count, or whether the rules get added after the tasks. In that last case there might be situations where the trigger happens before the task is added. I tested this, and can confirm it…

@Nikki_Gilland - I was under the impression that tasks generally got created before the rules when instantiating a template, so it’s interesting you’ve noticed mixed behavior. As for a workaround, check out @Jan-Rienk ’s really clever tip here: [image] Rules in project template don'…

@Nikki_Gilland @Stephen_Li I have something even better. :wink: [image] high_voltage Pre-multi-home tasks in project templates Forum Leader tips If you want one of the following, this topic is for you: Automatically add project template tasks to specific pro…

Thanks @Jan-Rienk , this is really interesting! I’m not sure if it will completely solve the issue because some of the rules I need to run on “task is added” are referencing the project name variable. I’m not sure multi-homing to another project where the rule already exists would accomplish that, bu…

@Nikki_Gilland - if you are an enterprise customer, you could accomplish this with a script action (basically look at the projects associated to your task[s] and exclude your rule project). It’s annoying and I 100% agree that it would be better if these workarounds were not needed, but that would ad…

[image] Nikki_Gilland: Thanks @Jan-Rienk , this is really interesting! I’m not sure if it will completely solve the issue because some of the rules I need to run on “task is added” are referencing the project name variable. Hmm… A two-step workaround then? Task gets added to project that run…

I think the using timer field in a second project (which has a rule to set and start the timer when the task is added) might be the solution for me here - that’s a great idea!

Order of operations when creating projects from a template

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Jan-Rienk 31 July 2025 17:04 3

@Nikki_Gilland @Stephen_Li I have something even better.

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Order of operations when creating projects from a template

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