Hi there, I’m setting up an automation for my tasks to convert into projects a few weeks before the due date. The tasks will turn into a project template that I have set up. That template includes dynamic dates throughout it based on the due date.
Usually when deploying a template, you’re asked what the due date is and the project would auto-populate based on the due date. However, when a template is applied as part of an automation, how can I select my due date and have the rest of the dates auto-populate?
By using the conversion in a rule. The rule will override the selection of the relative date selection for “after project start date” - If you want to be able to utilize “before project due date” with the conversion. You will need to manually convert the project. This will allow you select the due date for the project.
That’s a real bummer. I was so excited to utilize automations to streamline things, but it sounds like a part of this process will have to remain manual.