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!
Solved! Go to Solution.
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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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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?
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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!
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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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Great, thank you very much!
Will start trying it right away!
Hi @Jason_JB , just a quick update to tell you that it works perfectly!
Just updated the action to use the template that I needed
Thank you very much!
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