Hey folks! I just hopped off of the Product Launch Deep Dive: Portfolio Rules and had a request I’m hoping you all can upvote.
I’d like to be able to generate a project from our templates as a Rule when a Portfolio is created.
I see this working as follows for our Advertising Agency:
- Operations Team Member creates a Portfolio for a new Client.
- An Onboarding Project is automatically generated based on the Portfolio Rules established.
- The Client Service Team and Engineers get added to the project with their canned tasks to swiftly take action on onboarding the new client.
Please upvote and make this happen, it would be such a time-save for me 
