While using convert to project system action in a process, we are not able to select the custom templates.
What can we do to add custom project templates to a system action?
There is no process associated with the custom project template.
When you create a project process with a project template associated with it, it becomes a template process that you can select on a system action when converting an idea to a project.
Create a process with a template associated to it.
1. Administration > Data Administracion > Processes
2. Create a process with the Project as a Primary object and the template linked to it:
3. Once the project template process has been set up in the project, this will be available under the conversion process system actions: