Using Forms to create projects using a template

[Richard_Sather]

@Jan-Rienk

Dividing it in phases/sections automatically might prove challenging.

This can be achieved by using ‘subtask sections’ which can also be created using the ‘Create subtasks’ rule. The subsections will then be converted into ‘real sections’ when the task is converted into a project.

Subtask sections convert to Sections when task is converted to project

This is something I discovered a few months ago and have meaning to share…! Some of you may already know about the mystical subtask sections (aka subsections) that can be added to your list of subtasks to organize them into sections, as per below… [image] …but what you may not know is that, once you convert such a task (with subsections and subtasks) into a project, as per below… [image] …then, in the newly created project, your subtasks will be upgraded to tasks, while the subsections wi…