[CLOSED] - Automated Task Forms | Community
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Level 3
March 24, 2017
Archived

[CLOSED] - Automated Task Forms

  • March 24, 2017
  • 4 replies
  • 512 views

This post has been closed as a duplicate. All votes have been moved to the original: Custom Task or Project Fields that Default on Every Object

I would like to be able to set at the project level which form should automatically populate to every task that is added.

This will prevent requiring a form to be manually added which can be not only time-consuming, but people can also forget to do it which can affect reporting and even the companies financials.

4 replies

Level 6
March 29, 2017

I think this is a duplicate request but still a good one. There should be a way of ensuring that new tasks on a project automatically have custom form(s) attached to them.

Kelly_Wehrmann
Level 9
August 17, 2017