If I’m understanding your question correctly… I had the need to create a primary task (deliverable) and then multiple subtasks under that. What this allows me to do is add a primary task with multiple subtasks to another project that’s already created. The setup takes a little time, but each time you need to duplicate it is quick.
THE “TEMPLATE” PROJECT SETUP
- Make project, it doesn’t have to be a template
- Sort by Due Date
- Add your primary task
- Add any metadata (custom fields you want)
- Add your subtasks
- Add subtasks to project (see next steps for easiest way)
- Make sure your list is unsorted
- Click the black arrow (next to the complete button in the list) that opens the primary task to show the subtasks
- Select all the subtasks
- Click the add to project button at the bottom of the screen
- Add metadata (custom fields)
- Giver everything a date far out (2030, 2040, whatever)
Now, when you need to add this deliverable and its subtasks to another project, you just DUPLICATE the primary task, making sure you choose NOT to keep the due dates. This will create a 2nd set of tasks in the same project, but they are sorted at the bottom because they have no due date. Select all the tasks, and change the project they are in from the template to whatever you want.
ADDING TASKS TO NEW PROJECT
- Select the primary task
- Duplicate (wait for all the tasks to create)
- Select all the tasks with NO Due Date
- Change the project from the template to whichever project you need
Basically, for me to add these primary tasks to another project requires 4 clicks… where before I tried multiple things all of which were a huge pain.
Again, hopefully I understood your question.