Embedded Templates

Is your feature request related to a problem? Please describe.

I have certain projects that reoccur on a regular basis and would like to create a template for it. To manage progress in the project, I would like to create some pre-defined tasks alongside the project every time I create a new copy from the template for a project. Right now creating objects in a template makes them their own objects outside of the template.

Describe the solution you’d like

I would like to create a template for a certain type (e.g. a project) that has some pre-defined other objects in it (e.g. some tasks that always occur in a project of this kind).

When I create a new project from the template, I would like to have a set of tasks created along with it.

If you will, I would like to embed a template in another template and have the whole group of objects created when I create a new object from the higher-level template.

Describe alternatives you’ve considered

A workaround right now is to add a text list of “tasks to be created” in the project template, but I would prefer this process to be automated.

An alternative is to create a list of tasks as checkboxes inside the project, but then those can’t be handled by sets since they are not objects of the type “task”.

Thanks.

10 Likes

This is actually a really good feature request as it raises some questions about the core vision for templates, relations and task objects. I’d like to see some discussion about this.

This is exactly what I was trying to write a feature request for.
I really hope this gets implemented.


1 Like

Developers: Please study Tana Super Tags for how to do this really well.

2 Likes

I will sacrifice one of my votes so that hopefully this starts gaining some traction. :upside_down_face:

I agree with @edferrigan. Tana has by far the best system I encountered so far when it comes to this templates like these and hopefully we can get something similar in AT.

image

All of this appears bellow each supertag (AT type) meaning that, for instance, if you want to add or remove a relation from all of your supertags, all you need to do is to open the supertag and change one line in this template. Extremely useful.