Tasks to be a select dropdown and not freetext

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  • Updated 4 months ago
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We have a handful of administrators who set up Projects (and tasks). We have a set-list of tasks we'd like used however, people are deviating from those and causing dirty data in our instance. Is there a possibility we could set our own standard tasks and just allow a dropdown menu when setting up, rather than a free-text field. 
Photo of robra830

robra830

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  • Hopeful

Posted 4 months ago

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4 months ago
Photo of Aashnee Kamboj

Aashnee Kamboj, Community Moderator

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HI Ranui,

We understand the concern here. Before we proceed on discussing this further, we would like to confirm if you have already explored the copy project feature. You can copy a project that has the list of tasks you would like to include on the new one.

Please let us if our understanding differs from the concern.
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