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undu82
undu82
Level 2
November 10, 2022
Solved

Add task template to a Project with fusion

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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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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4 replies

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?

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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!

 

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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.

Translate
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