Hi everyone,
My org has a process where marketing requests come in via a webform, the project request is automatically assigned to a project manager via workflow, then the project manager converts the task to a project (task details>…>convert to>project). On the resulting screen they select a template we’ve designed that reflects the project type. They have the ability to automatically set the dates here, but they can’t assign the project roles (that are defined in the template).
However, creating the project from “scratch” using a template does allow for the date & project roles to be defined.
Is all of this expected? I really want to convert the workflow task to the project itself so the form intake questions are captured in the final project itself.