I'm not sure if this possible but I've been trying to find community chats regarding this and haven't stumbled a crossed any yet.
Currently, looking to build a scenario where we convert an issue into a set of tasks from a template that I have set up.
Keep in mind I already have a project open that I want to associate these tasks with.
Is this possible? Or is this not something Fusion can do currently?
Any help would be greatly appreciated!
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In this case, since you want to add tasks from a template, you can use the Misc Action. It would look something like this: trigger the issue conversion, search for the right template, and map it to the project. You can modify this to suit your needs.
Figured as much, wish they would just add this option to the Convert Object module. Thank you for the help @_Manish_Singh
@_Manish_Singh One more question if you could assist. I put in the ID of the task template and nothing happened. It didn't attach the template, which option do I select within this module to attach the template to create these tasks.
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Hi @ConnorO2, You don't need to convert the issue to a task as shown in your second screenshot because we are importing tasks from the template. Instead, select Project >> attachTemplate in your second screenshot. Then, map the project ID in the ID box (as we want to import new tasks to the project). In the templateID box, map the template ID. This will import tasks from the template to the specified project.
@_Manish_Singh I see now! I still want to keep the issue tied to the task so I still had the convert to module tied to this scenario. There is information from a custom form on the issue that I want to carry over onto the parent task.
But you pointed me in the right direction to figure this out, thank you so much!
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