Automatic Project Task creation using Project Templates.

[tshubham00]

My customer has a Teamspace plugin installed for Projects. There's a requirement to create a project template which will automatically create a tasks, once it's selected while creating a new project but it does not have any flow defined in it for tasks creation.

What I want is, for ex : If the project state is in 'Intiating', then a project tasks and it's sub-tasks will be created and after the closure of all the sub-tasks in the project task which was created, a new project task will be created and the state of the project will be moved from 'Initiating' to 'Planning', so on and so forth.

Currently, I don't see any OOB feature doing this, how the project template is currently working is, it creates all the tasks simultaneously without any logical flow.

Please let me know if in case you guys have any ideas on this, or have implemented this sort of functionality in the instance.

Thanks !

[Nootan Bhat]

Hi @tshubham00,

Few thing to consider here.
It is possible to create tasks as per your requirement, if you have the project task templates for the same.
If all the tasks of the project are closed, Project will also be closed.
So, in your case when Initiating task is closed, project will also be closed.

If you want to create tasks based on the Phase selection, you can create the Business Rule with below script:

GlideProjectTemplate.apply('sysid_of_template', 'project_sysid', 'planned_start_date');
new ProjectPortfolioUtils().refreshProjectByProjectId('project_sysid', 'pm_project');

Thanks
Nootan

[TodS]

Has anyone been able address this issue that project tasks created from a Project Template are reordered arbitrarily?

Please let me know if there is an approach that won't do this or a work around.