Request Forms - Task due dates do not update when the project is replaced via the "Replace project with..." action

Hello!

In the Request Form, tasks within a project are automatically adjusted when utilizing the "Date" question. This is great!

However, whenever I replace the project via the "Replace project with" action, due dates within the task no longer adjust when utilizing the "Date" question (example below).

 

This seems like it should work and I wanted to make you aware that it is not (at least for me).

Upvote 0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
2 commenti

You need to have a date question in the form somewhere and then use the reschedule option on the left.

and if you don't see that option, you might need to change Create Task/Project to Create Task/Project From and just use a blank task there.

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Hey, Claire Findlay!

Thanks for taking the time to reply to this. This resolved my issue! And you were correct. The "Reschedule" option was not showing up with "Create Task/Project" and I needed to switch it to "Create Task/Project From" for that option to appear.

Thanks again!

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Folllowing List for Post: Request Forms - Task due dates do not update when the project is replaced via the "Replace project with..." action
[this list is visible for admins and agents only]

Su
Didn’t find what you were looking for? Write new post