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Question

How to copy Action Items from project template ?

  • Jul 28, 2025 7:07 AM UTC
  • 3 replies
  • 110 views

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Hello,

Is there a way to import action items from a project template when creating a new project ?
Files are copied over but not action items. Is there a workaround ?

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3 replies

Aayush
Planview Falcons
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  • Community Manager
  • Aug 6, 2025 9:24 AM UTC

Hello ​@Amaury - 

AdaptiveWork doesn't automatically copy action items from templates to new projects - only structure and fields transfer. As a workaround, use the "Quick Tasks and Action Items Import App" to bulk import action items. Access it via:

  • Menu > Custom Actions > Quick Tasks Import
  • Project Work Plan > Custom Action > Quick Task Import
  • Add Related link > Action Items

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  • Author
  • Platinum Innovator
  • Aug 18, 2025 2:38 PM UTC

Hello ​@Aayush ,
I haven’t tried your solution but was able to find a workaround for this. That being said, i do not have access to this app i think.


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  • Author
  • Platinum Innovator
  • Aug 20, 2025 1:44 PM UTC

I’ve downloaded and installed the app.
I see it will require a lot ofmanual copy/paste activities for each project creation so would not work for this use case but does seem handy anyhow.
With a workflow rule, i am able to automatically create all my action items in the project milestones when in the template they are set as tasks.
Seems a little odd but it works. The only problem is my “Parent Project” field is not populated by doing this.