Is there an easy way to automatically paste / insert Parent Task and Subtasks multiple times?

Options
swww
swww ✭✭

A project will have many Parent Tasks. Each Parent Task will have the same set of ~15 subtasks.

Parent Task 1

  • Subtask 1
  • Subtask 2
  • Subtask 3
  • etc

Parent Task 2

  • Subtask 1
  • Subtask 2
  • Subtask 3
  • etc

Is there a way to automatically insert the set of subtasks when Parent Task is added, in the same sheet?

Not sure what the best option is from user experience perspective.

I thought about creating a template like this at the top of the sheet:

[Parent Task 1 Name]

  • Subtask 1
  • Subtask 2
  • Subtask 3
  • etc

But its not very user friendly, as they would have to Expand the Parent task to show the children task, copy and paste individually - multiple times (as there could be up to 100 parent tasks identified) and hope that the indentation does not mess up.

Or have a sheet with Parent & Children task template duplicated 100 times, and the user goes in to populate the columns with Parent Task Name, Assigned To, and Dates for each Row.

Answers

  • prime_nathaniel
    prime_nathaniel ✭✭✭✭✭

    @swww

    Your indentation should not mess up so long as you are NOT within a parent task already. Ie you are at indent = 0.

    Within the UI your option is to copy and paste the whole set of parent/children rows at once (one copy), then paste into an indent = 0 blank row. This will keep the hierarchy the same.

    Your other option is to use automations which isnt very efficient since you can't dynamically pick target sheet.

    Your most mature option is to use Bridge / the API.

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