[unsolved] How to setup Automated Actions to create new Stage and Task when a new Project is created.
This question was answered yesterday and being marked Solved, unfortunately, it's not solved.
When a new project is created based on a template project via a Service Product, it creates a new project based on an existing template, but it also it's still sharing the same Analytic Account as the template, which is just not how it should be when we need a unique analytic account for each project. Furthermore, we need project for more than just recording services.
Therefore, can anyone please help me on how to setup automated actions to create new stages & tasks whenever a new project is created?
Thank you.
I feel the template function used to be in v8 was all we needed, but for some obvious reasons the developers decided to remove it.
Rather than an automated action to create a new stage/task, would it work for your flow to instead have an automated action that writes a new analytic account for the project?
Dear Lucas,
Unfortunately, the duplicated project based on a template also duplicates the Stage & Tasks, but the Stage are shared between the duplicated project and the template project.
What we need to do is to have the new project have the same stage & tasks names as the template project, but are unique, not linked to the template.