Templates and template task creation

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Ryan Okelberry

Is it possible when creating a folder or project template that when assigning assignees that they don't see them until the template is actually duplicated and put in a directory that they have access too? Seems like the way it is now a person will always have a task assigned to them stemming from the template folder.

help.wrike.com/hc/en-us/articles/209603149-Templates?flash_digest=03ec5e6355d8f1bbc45277cbcd464dbc743a669a

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Lisa

Hey Ryan, thanks for reaching out 🙂
You can leave the Tasks in the template Project/Folder unassigned, or set the statuses of the template's Tasks as deferred. Deferred Tasks do not show up in the overdue section of To-Do emails or in the Dashboard widgets for overdue Tasks, so users are not bothered with template Tasks in their To-Do lists. When you duplicate a Folder template, the statuses of all copied Tasks will be automatically switched to active.
Please let me know if that helped 🙌
 

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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Ryan Okelberry

Thank you! I had not thought of using the status of the task to hide its visibility. 

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