Dynamic Templates: Auto-sync updates from live source tasks
Alexandre Ferreira
Feature Description:
I would like the ability to create "Dynamic Templates" that maintain a live connection to their source tasks or source templates. Instead of a template being a static snapshot of a task at the time of creation, it should automatically reflect any future updates made to the original source task.
Current Pain Point:
Currently, when building a comprehensive "parent" template composed of model subtasks from various teams, the setup is entirely static. If a specific team updates their standard operating procedure (SOP) or model task, the master template does not update. This forces users to manually track down changes and manually rebuild or update the master template to ensure it stays current.
Use Case:
Imagine a cross-functional project template (e.g., "New Client Onboarding"). This parent template requires subtasks from the Design, Engineering, and Marketing teams.
Each team maintains their own "Master Model Task" for their portion of the work.
The project manager pulls these into one centralized "Onboarding Template."
The desired behavior: If the Design team updates their Master Model Task, those changes should dynamically flow into the centralized "Onboarding Template."
Proposed Solution:
Add a toggle option when creating a template: "Keep synced with source task."
Alternatively, introduce a "Linked Task" feature within templates, allowing us to embed a live version of another task or template as a subtask.
Business Impact:
This feature would significantly reduce manual maintenance, eliminate version control issues, and ensure that cross-functional workflows are always utilizing the most up-to-date procedures from individual departments.
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Lily Chan
Hi Alexandre Ferreira Thank you for taking the time to share your feedback. I'm going to merge your request to an existing high vote feature request.
Lily Chan
Hi Alexandre Ferreira - Thanks for clarifying your ask further. I've unmerged your original request - I agree it's different. We’ll keep an eye on votes and community interest to help us prioritize this feature. Please encourage others to add their votes if they’d like to see this too.
Some of what you're looking for may be solved by the Template Editor experience where you will be able to edit directly the objects in the template. We're capturing that in the below linked request. But from what you described with the template tree structure and linkage to the original source objects, I'll keep this feature request separate.