I was wondering if there if it’s possible to create a rule that’d allow upon creating a subtask, the subtask will automatically inherit it’s parent task’s fields.
The use case is when there is a task created and there are multiple users assigned to different subtasks. For my org, each task also has a custom field for task types (technical, non-technical, project, etc) which is used when calculating metrics and efforts. Therefore for users tracking time and working out of subtasks, they’d need remember to manually select the fields within the subtasks, or risk not getting proper credit.
Therefore having a automatic way for subtasks to inherit the parent tasks’s fields will reduce repetitive work on users and not rely on users to remember to change the fields each time.
@Young_Pu we’re currently exploring a more native feature that would support this by default! Not sure of exact timeline for delivery, but it’s in design now
@Thaïssa_iDO To my knowledge you can’t trigger rules upon subtask creation, as they aren’t automatically part of the project. Or am I missing something?
I would also request in addition to this, a way to set task custom fields to automatically inherit changes to the project details. That way the same information could exist at the portfolio and project levels, but only need to be updated in one place.
