Want to have task templates for each section of a project template. This is to enforce setting of start and due dates. I created a task template with relative dates set but when I create a task from that template no dates are set. How do I enforce setting of dates when creating tasks?
Also the + at the top of each section and the Add new button brings up the Task Template list but the Add task… at the bottom does not. Is there a way to get more consistant behavior or disable the Add task… at the bottom to encourge use of templates.
Hi @anon37587516,
For the first concern, you can utilize rules to set due dates. Rules are utilized for Business and Enterprise customers.
An example of a rule you can use is:
Trigger: Task added to the project (or task template in your situation)
Action: Add relative due date
For your second inquiry, I am not sure what you are referring to. Are you able to provide screenshots without showing important or sensitive information?
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So what is the point of relative dates in Task Templates if they don’t set dates when used to create tasks?
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I see what you are saying. Subtasks do not inherit the information within the main task. You can set a relative date for that task, but your subtasks will not take that information into account.
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It does not set the dates in the Main Task created from the template. Which is what I expected.
Hi @anon37587516, when using a task template that has a relative due date set, you should see a due date populate in the actual task that is created from the template. Is this not happening?
I can see from your screenshot that you do not have a relative due date set yet, so it’s expected that you wouldn’t see a due date populate in the task.
