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undu82
undu82
Level 2
November 10, 2022
Solved

Add task template to a Project with fusion

  • November 10, 2022
  • 1 reply
  • 1465 views

Hi, how are you?


Anyone knows how to add a task template to a project? I can add tasks with fusion, but I need to add the template based on filters


Thanks!

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Best answer by Jason_JB

Good morning -

 

If I'm understanding correctly, we do something similar at the project level as part of a scenario.

 

Here's a screenshot:

It's the Misc Action module.

 

One note - be sure you use "assignCategories" (not the Template action - b/c it will replace existing templates w/ the new one).  All that to say this is one where I'd do extra testing in Sandbox.  We had a hiccup where we had to recover data, but the above runs nightly now.

1 reply

Jason_JB
Jason_JB
Level 5
November 10, 2022

Are you wanting to change the setting that's part of the project or wanting to add it to tasks that are part of the project directly?

undu82
undu82Author
Level 2
November 10, 2022

Hi @jason_jb, thanks for the quick reply.

 

I'm trying to add them under the current tasks. 

 

Trying to replicate with fusion when you press attached template at the project level:

 

Thanks!

 

Jason_JB
Jason_JBAccepted solution
Level 5
November 10, 2022

Good morning -

 

If I'm understanding correctly, we do something similar at the project level as part of a scenario.

 

Here's a screenshot:

It's the Misc Action module.

 

One note - be sure you use "assignCategories" (not the Template action - b/c it will replace existing templates w/ the new one).  All that to say this is one where I'd do extra testing in Sandbox.  We had a hiccup where we had to recover data, but the above runs nightly now.

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