Templates - Carrying over due dates/assignees

[Kellee_Kosiorek]

Hello friendly people,

I have another question for you. I have created several templates, in which some have tasks that are always assigned to the same person. I also added due dates to the template to show how long a certain process should take. However, how do I avoid tasks assigned in a template showing up in tasks due? Technically there is no task due right now, but there will be when we use that template. Does that make sense?

[lpb]

Hi @Kellee_Kosiorek, I’m afraid this is a common issue (you’ll find a lot of posts here) and I think you’ll either have to not make the assignments in the template (you can add a tag or something to allow you to easily do that when you instantiate the template), or warn your teammates that they should Mark for Later any assignments from a template and only treat as “real” assignments those that are from projects instantiated from such templates.

Hope that helps,

Larry

[Phil_Seeman]

@Kellee_Kosiorek, 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…

[Bastien_Siebman]

The lengthy existing thread gives many workaround.