I have a project I own managing essentially our editorial calendar (let’s call this project 1). I have a separate project that covers our entire marketing roadmap that I contribute to. In Project 1, we have tasks based on deliverables, and assign a large number of subtasks for each. Only deliverables need to be listed in Project 2, along with other more internal-facing work that wouldn’t be on Project 1.
I’m primarily working out of Project 1 day-to-day so I set up a rule that when a new task is added to Project 1, it is added to Project 2 as well. However, the problem is that every subtask on Project 1 tasks are also getting added separately to Project 2 now.
I have tried tinkering with the “check if” on my rule settings, including toggling it for type = task. I’d love to toggle it for type =/= subtask but subtask is not an option.
I have tried setting up a custom view with Advanced Search on Project 2 that just shows tasks and omits subtasks. But this removes all of the layout details from the List view.
An AI search result told me I should be able to filter based on “has parent task” but I’m not finding that in the rules criteria anywhere so I assume it’s wrong.
Any workarounds at all here? I really don’t want to have to manually associate every Project 1 task with Project 2.
