I am looking for a new way to track insurance renewals which happen annually. We are currently representing one insurance renewal per project, but this has gotten bulky. I would like to create one project for all insurance renewals, and represent each insurance renewal as a parent task. The steps needed for each renewal (Parent Task) would be displayed as sub-tasks.
As Bastien has said before
I love this mindset, and think that my team may benefit from less projects, and instead using tasks/subtasks to distribute their work. for the most part the parent task and it’s subtasks will be the responsibility of a single team member. But the sub-tasks would allow the team member to ask for help on certain parts of the process only as needed. I have set up a test project to try this out.
These parent tasks will have sub-tasks breaking down each step within the renewal process. Phase 1 of the renewal process is always handled by the same assistant.
This assistant likes to view her tasks in her own project, which I’ll call “E’s Project”. so, the sub-tasks that are her responsibility need to be multi-homed to “E’s Project”. In order to create the first instance of each parent task upon launch, I have created a template task with subtasks, and phase 1 subtasks are all assigned to E and multi-homed to “E’s Project”. This works perfectly when creating a new task with the template.
The issue comes because I want the parent tasks to repeat annually, (instead of creating from a template every year). I have the start & end date set to the month of the insurance renewal and then to repeat annually.
I have rules in place to make sure a repeated task begins at the first section of the project. And the subtasks are all re-generating on the repeated task as desired.
I am specifically having an issue with the sub-tasks assigned to E. The sub-tasks assigned to E on the new parent task are not maintaining the multi-home in “E’s Project” that I’d set up on the original parent task.
Am I doing something incorrectly? Or is there a workaround I’m not thinking of?
Since rules cannot currently affect sub-tasks, and I cannot make a rule to add a subtask that is already multi-homed, I am hoping there’s something else I can do.