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Cloning item to copy also the tasks attached to it

Let's say I have a Feature entry which I want to use as a template, with three tasks that these will be required for every feature.

At the moment, if I close a Feature, the tasks are not included which means I have to create them from scratch each time.

Can you please consider this as a Very good to have feature?

Many Thanks,

Michail

Michail Mavromatis

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17 comments

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In favour! This is what I'd consider to be a crucial function to most service-based businesses.

Best regards,

Alex

Alex Minchin 1 vote
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Spread the word to get more votes Alex! ;-)

Best regards,

Michail

Michail Mavromatis 0 votes
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Yes!! I have just been talking to support about this too. Definitely needed +1

Carlo C 0 votes
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Thought I had finally found the perfect software for our business, but this one missing element makes it unusable for us :( To have to re-create all the tasks associated with a recurring project will just not work for us.

Jane Doe 0 votes
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Hey Jane,

As a work-around you can link your project to a task app and clone the related tasks as well?

//Sara - Podio

Sara Høeg Højlund-Rasmussen 0 votes
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Willing to try anything to see if we can use this software! Thanks will see if I can figure it out.

Jane Doe 0 votes
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I have tried and can't find help documents to show how to do this? Can you point me in the right direction?

Jane Doe 0 votes
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I +1'd it. This feature is really a make or break part of the solution for me. I'll keep looking for possible workarounds, such as creating a task app as suggested above.

Walter Phillips 0 votes
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is this thing being solved? If it won't be solved in next month I will have to switch onto another software..

Milos Lukacka 0 votes
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Hi @Milos

We have it on the list but not prioritized as a part of the short-term roadmap I'm afraid. Have you considered creating an automatic workflow in the app instead? You will then automatically create new tasks when a new item is added:
https://help.podio.com/hc/en-us/articles/201194467-Automating-workflows

I'll make sure to forward your feedback.

Thanks for the honesty!

/Sara - Podio

Sara Høeg Højlund-Rasmussen 0 votes
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Hi @Sara,
thank you, I actually did use automatic workflow. Thank you for your response.
Another question, do you have reordening of tasks within a project in your short-term road map? :)

Thank you

Milos Lukacka 1 vote
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You should be able to re-order the tasks if created in the same workflow trigger (from the workflow page). Perhaps this can help? If not, it will by ordered by due date.

We're looking into better way of connecting tasks in the future but can't promise anything specific.

//Sara - Podio

Sara Høeg Højlund-Rasmussen 0 votes
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@Sara
When I create a project by a workflow, tasks are created. But maybe I want to add a specific task to that project and I want to reorder tasks in that project. That's what I meant by task reoder.

Milos Lukacka 1 vote
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Seriously guys, your product is greatm, but cloning projects without tasks is a show stopper.

I was going to recommend your product to a friend of mine who owns a small business but I won't.

It is tedious to recreate the 20-30 tasks required for each new project.

Please make this change asap or you loose other potential customers.

Adel

adel 1 vote
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I am testing Podio and we have MANY tasks attached to each project element that need to be included when cloning.  The automatic workflow is only available in the Plus and Premium tiers, not the trial. Users require efficiency.  This may be a deal breaker. :(  

Evie Reinke 0 votes
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