Hello! My team is in charge of planning quarterly meetings for our whole organization. I created a project and added a Note tab (renamed “Agenda”) with our agenda template. The project tasks were created by highlighting pieces from the agenda. This allows us to edit the agenda/task titles from the Agenda tab and from the List tab. I set up dependencies and subtasks where applicable. I saved the project as a template hoping that it would save everything in the project. Instead, when I create a project using the template, only the tasks in List view appear and none of the custom Note tabs are included. I tried duplicating the project thinking that would be an easy fix, but now the problem is that the tasks in the Agenda tab are all linked to the original project, not the new one. My solution so far is to duplicate the original project, go through each task in the Agenda tab, delete the original project it is associated with, and add it to the new project/section. This is just annoying because instead of updating the task to be linked to the current project it’s in, it creates a duplicate task, creating more work to clean everything up. Is there a more efficient way to go about this? Screenshots included for context.
Edit: I just realized that changing the project the task is associated with (in this case, updating it to the current project) actually removed it from the original project I am using as a “template.” So my “solution” is not really solving anything… All suggestions welcome!