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How to include subtasks in Automations?

Marigona Alimi
January 28, 2026

Hi, I need help,
I have created a custom field called Project Template, inside them there are 5 different template automations, these 5 different template automations are in the initiative LD-1 as 5 different epic, these epics have different tasks and different subtasks in them, they are very unique per epic. When I generate a new epic, I put them in the LD-71 initiative, the template automations work great, BUT on the other hand, none of these new automated substasks are included in all the selected templates, which is my problem, how do I solve this problem in the easiest way?

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Jack Brickey
Community Champion
January 28, 2026

Hi @Marigona Alimi , I am not following your scenario here. It might help to include images of your automations here.

Marigona Alimi
January 28, 2026

Great, thanks, will do that now.
Below you will find the automation, it works well and I have cretaed 5 different automations rules with the same structure but different values. 
My challenge here is that it does not include the substasks that belongs to the tasks that the automation rule is copying from. So the new epic only has the copied tasks but not the sub-tasks.
template autmation.png

 

Here is the result of that problem.
list.png

Marigona Alimi
January 28, 2026

Here is maybe a clearer picture for you to see, if you go based on H8C & H8P Template compared to the H8C & H8P (further down the list), you can se that the subs-tasks don't follow and no-matter how many methods I have tried from the Rovo AI robot, it still doesn't work. I do not know if I am missing something or misunderstanding something with this?.
List 2.png

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Bill Sheboy
Rising Star
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Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Champions.
January 28, 2026

Hi @Marigona Alimi 

The automation Clone Work Item action used on your template Task does not automatically clone that Task's child Sub-tasks.  Each one would need to be cloned separately and linking to its parent (i.e., the new Task).

Scenarios like this are typically handled with either:

  • Two automation rules, where the first clones the Tasks and that action then triggers a second rule, which checks if the Task was cloned from the Template to then clone its child Sub-tasks
  • Use a marketplace app which is purpose-built to help with work item cloning scenarios

 

Kind regards,
Bill

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