Reason: We are a franchisor. My job is to help new franchises get open. We have a team of 5 departments that each have their set of tasks (marketing, legal, operations, administration, technology). Each department will have one to two task lists. The process is the same for each new opening.
At any given time, we can have 10-15 new franchises in the opening process at different stages. We often find a new task that is beneficial to the opening process and want to add it to the task list. And those new tasks will affect the 10 - 15 franchises in the opening process.
For example, i just realized i am consistently forgetting to email a cash flow sheet and a sales route spreadsheet to the new franchises. I want to add that task to my process so I don't forget. I have 8 franchises in the opening process I need to make sure I do this for. Going into each franchise in the opening process to manually add the tasks is not practical. I have to make sure I don’t forget any during the updates.
The solution I am looking for is when I add a new task to the template task list, that it will give me the option:
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