How to copy a template's task list to a new project

Question

Is there a way to copy a task list from a template to a new project without the project showing that the template was used for the project?
 
I audit for "Projects Created without a Template" and I still want projects like these to show up on this report.

Doug_Den_Hoed_AtAppStore · Accepted Answer

Hi @justin_charles,

Provided your new Projects always have a custom form, I suggest you add a new calculated parameter to that (those) form(s) called Created Using Template, save the form, then set the formula to:

IF(ISBLANK({DE:Created Using Template}),IF(ISBLANK({templateID},”No”,”Yes”),{DE:Created Using Template})

Going foreward, upon creation such Template-created Projects will be “Yes”, and otherwise will be “No”.

Historic data might need some additional logic, too (eg “for Projects whose Entry Date is prior to the date you implement this approach, set it to Maybe”).

Fun one: good luck!

Regards,

Doug

RandyRoberts · Answer

Tasks brought into a project via "sub"-template register the template on the task level, not the project level (edit: when the project already has a template applied). It also depends on how you're filtering for projects created without a template.

I would recommend creating a project with a few tasks without a template, then bring in some tasks by adding a template and see how your filter responds.

Edit: I just tested and adding a template after the project creation does show the project was created from a template (even though it wasn't, as the template was applied after project creation). So adding a template after creation won't work.

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