Assigned tasks from template to template

template
onboarding

#1

When you copy a template for a new project can you set the assigned individuals so it will transfer to the new one?

We are creating an onboarding template that will be copied for each new person that comes on board and it would be much more efficient if we did not have to assign the tasks every time since it will be the same people handing the task for each new onboard.

Thanks


#2

Great points, @Courtney_Forestiere. In these cases, we would recommend assigning the tasks in the Template project, and these assignees will copy over when you copy the template. You can read more about template projects here.

If you are manually copying a project, you can select whether you want the copy to include assignees or not by checking or unchecking the box (screenshot below)

You can see other advice on setting up onboarding templates here.