I’ve created a rule where changing a field’s status triggers creation of a project via template. However, after this rule runs the task gets marked complete. There is the option of manually “reopening” the task, however I strongly would prefer this is an option we can select when creating the rule.
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I’ve been struggling with this as well and have tried ending the rule with ‘mark incomplete’ with the hopes that it reopens the task but unfortunately it does not.
I hope someone is still around that can do this but can someone show me what the “rule” is to use this? I want to take a task that is in a certain section in a sales pipeline and when it is moved to a specific section, the task is converted to a project. Any help is appreciated!
@Christi_Bromley - welcome to the forum! They’re talking about the rule action shown below:
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Thank you so much!
It would also be great to have the option to keep the task open while at the same time adding it to this newly created project too. Please add these options.
And furthermore it would be great to be able to choose in which Team the project should go.
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I’m not sure what you mean here because tasks exist in project(s), not teams.
Thanks,
Larry
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I agree with this. The task gets closed and a link to the created project is at the top. Which is great, but our group then reopens the task, which removes the linked project from the top. That’s frustrating, because that whole relation is severed. If I could add that new project url as a comment, that would be fine too. So it looks like I can’t do either.
That’s not what I’m seeing. I had a task which I named “test,” converted it to a project, then re-opend the closed task, and here’s what remains in the project:
The only change after reopening the task is that it’s returned to incomplete status and the “[Converted to project]” prefix for the task name is removed.
So I believe the link is not actually severed, unless I’m misunderstanding you.
Thanks,
Larry