Skip to main content

I have a user that would like to create template cards with child / parent relationships and then be able to duplicate the pairings. Is there a way to do this with automation or another method?

Hi @NFlynn! Here is an article that will show you how to do this:

https://success.planview.com/Planview_AgilePlace/Cards/Connections/Use_Connections_for_Repeatable_Processes

@Jon High I think the article is for AgilePlace but we need to know how to do it for ProjectPlace?

@NFlynn @margotrogers there is unfortunately currently no ability in ProjectPlace to copy/paste a pair of dependent cards and keep the dependencies. 

Reply


Terms of UseCookie settings
All Data Subject Access Requests (DSARs), and requests of “Do Not Sell My Personal Information” according to the CCPA, must be submitted through the Planview DSAR portal located here

Planview has appointed a Data Privacy Officer (DPO) to be responsible for overseeing our Privacy Management Program and related privacy compliance measures. DPO can be contacted at privacy@planview.com