Template Projects & Assignees

[Marie_Sist]

Hi there!

Does somebody know how to pre-assign tasks in a template project without having those tasks appear in the list of tasks of the team members, since those tasks are not real yet, as long as they are only in a template. Once a “real” project gets created, using the template, I would love to have the team members already assigned and not have to do this manually.
I didn’t find a way to do this yet. Can somebody help?

Thank you!

[Paul_Grobler]

According to me there is no build in way to do this. I would suggest letting the team know they should ignore the template tasks and in their “My Task” put it under later with Tab+L

[Phil_Seeman]

Also, you can add your vote to change this behavior here:

Project Template assigned tasks show up in My Tasks automatically

I was excited to use the new Templates function, but see that it goes ahead and creates a task for the Task Owner in My Tasks before it is turned into a project and clutters up their Task list. Is there any way to have task owners assigned in the template without it moving to My Tasks until you create a project? When I deleted the template all of the tasks remained for my team and it took and hour to clean up. It is just easier for me to copy a project at the time we start our process if this is…

[Natalia]

Welcome to the Forum @Marie_Sist!

Just to add to what @Paul_Grobler and @Phil_Seeman have explained, I would also recommend you to have a look at this post. You might find the workaround useful in the meantime.