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 templ…

@b_free , As @Danielle-GenD indicated…and also… I’ve merged your post into an existing thread where you can click the title to scroll to the top and vote by clicking the purple Vote button. Thanks, Larry

Project Templates: can't use Project Roles when converting task to project?

English Forum Tips and Tricks

lpb Split this topic 31 October 2023 18:22 2

3 posts were merged into an existing topic: Ability to assign Project Roles when converting a task to a project using a template

Topic		Replies	Views
Automated launching a project from a template, not including project roles Tips and Tricks projects	1	31	3 April 2025
Enable feature to preset project role even when convert task to project based on a template Product Feedback	2	130	25 April 2024
Converting a task to a Project Tips and Tricks	12	5074	8 July 2022
Ability to assign Project Roles when converting a task to a project using a template Product Feedback	36	3005	12 June 2025
Project Templates: Auto-assign tasks based on roles? Tips and Tricks	4	2737	13 September 2022

Project Templates: can't use Project Roles when converting task to project?

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