Activity template assigned to contract

[lpopejoy]

New tickets created as a result of an applied activity template when the contract is copied do not get the contract's default ticket labels.

Just FYI. I'm guessing that's a bug?

[Support Team]

Re: Activity template assigned to contract

Yes, you found a bug ;-) We will definitely look at fixing it. Thank you for noticing and reporting it.

[lpopejoy]

Re: Activity template assigned to contract

Lol, no problem. Not a huge deal, but thanks!

[lpopejoy]

Re: Activity template assigned to contract

Also, when the contract is copied, todo lists on the contract are not copied to the new contract. Is this expected behavior?

[lpopejoy]

Re: Activity template assigned to contract

FYI, trying to make a "template" project contract that can be copied for any new project. I thought I could make a generic todo list on the template to be copied to any new project contract.

[Support Team]

Re: Activity template assigned to contract

The To-dos are not copied when copying Contract, these are considered to be dedicated ones for the specific Contract.

The way to implement what you're after is this:

You should first save the To-do list as a template (under Contract To-do Lists tab) and then create Activity Template with this To-do List template and link it to your "template" Contract.
When copying the Contract, Activity Template will be applied and To-dos will be created.

Hope this helps.

[lpopejoy]

Re: Activity template assigned to contract

Hey, that's perfect! Thanks for that!

I actually didn't know you could apply an todo list with an activity template.