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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Hello
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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