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Duplicate Template (folder) tasks into projects

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    TheDesignerd

    I'm on Business, so not sure if this solution is available in Professional, but have you looked at potentially using a form to duplicate the template & use the "Add Prefix" option in the "Actions upon submission" section of the sidebar?  

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    Joshua Pilote

    Thanks TheDesignard! Yeah, sadly, forms aren't available in the Professional version. :( 

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    Michael Cornelius

    I think this requires an extra step. I would do it this way:

    1. Duplicate the template folder into the project. Add the dates and title prefix you want. (I know you would prefer not to have the folder; we'll fix that in a second.)
    2. In the newly created folder, multi-select all the tasks
    3. Move the tasks out of the folder they're in, so they're directly in the project you want. If they are only in this folder, you can use "Move To" from the right-hand, mutli-edit sidebar. If they are more than one folder (and you want them to stay in some of them) you should use "Remove From" to take them out of the current folder, and "Add To" to put them into the project you want.
    4. Delete the empty folder from the project.

    Hope this helps.

    mdr

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    TheDesignerd

    What a great solution Michael! I hadn't thought of basically using the folder to essentially deliver a set of tasks to a project, then "unpacking" them & discarding the folder. Even though I have the option to use forms w/ the prefix feature, this would work really well for setting up some of our projects that don't come in through forms. Thanks!

    mdr

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    Joshua Pilote

    That's a good work around. It means someone on the more-skills side of the team has to do this, but it will work. 

    Thanks!

     

    mdr

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Community

Welcome 🖖

Hi there! 🙂 Want to become a black belt Wrike Ninja? Here's how to earn a Wrike badge

Welcome 🖖 Have you checked out this week's Release Notes yet?

Hey! 👋 Curious about something? Visit How To to search and ask the Community for answers.

Welcome! 👋 Figured out a good tip or trick? Share it in Best Practices.

Want to connect your existing software to Wrike? Learn and ask how in the API section.