2021年2月17日 · To convert an existing task into a Task Template: Click on the three dot icon to open the task details and select “convert to task template” (See screenshot 2). To create a task from an existing template: click on “Add task” as seen in Screenshot 3, this will open an optional dropdown menu displaying all task templates available in the ...

2020年3月21日 · Hi all, I am new to Asana and I’m in the process of shifting a large accounting firm onto Asana for all its work. I am breaking down all of our tasks and functions into Asana task templates (stored in a project) which can be re-used in many different projects. There must be so many functions and processes that are common to so many businesses and organisations so I …

2021年2月24日 · The new task templates functionality is great, but what seriously limits (and likely eradicates) its usefulness is the fact that a Task template is only available in the Project it was created in. Our workspace contains different Teams each with many Projects. We currently have a ‘Tasks’ project in a central Team where users from all Teams can duplicate tasks and move …

2023年6月1日 · We have to use Asana. I have created several different task templates for events. Some will need all the templates, some small events will only need 1 or 2 of the templates. Each time I add a new event to a project, I want to be able to see the full menu of templates on that project so I can add different task templates to each section.

2017年4月25日 · I’ve been trying to figure out a way to add a template of sub-tasks to an existing task but have hit somewhat of a roadblock. We have a project with some custom fields that we use to manage/organize new product ideas. When a product idea is ready to move on from being just an idea, we add it to another project that has some of the same custom fields associated …

2023年1月4日 · Welcome, @anon53257241, You can edit task templates via the Customize menu as shown below; hover the task template and an edit icon appears; click it to edit: You can’t see all your existing Task Templates listed together; you must look in the area above, project-by-project. @Community_Managers, There’s a problem with this Guide page ...

2024年12月2日 · So, the ability to access common Task templates in all Teams and Projects is essential for this to be useful… Task templates rely on a project’s contents so it might not be so simple to add this feature, or there would at least be exceptions/errors to account for. If the linked topic matches your request, reply and I’ll merge the topics.

2024年11月28日 · All should come with a well defined set of… questions that need to be thought through. We define templates for each to make sure that the person drafting the task is reminded of trying to answer those questions. But if they can just hit + and start with a blank task that bypasses the template, then the template is of little use.

2021年2月19日 · Hello! We’ve been creating our own task templates for years. I’d like to use the new task template provided by Asana, but I’m having trouble copying over the subtasks. I currently have about 15 task templates, and each one of those has about 5 sections and a total of 75 subtasks. What’s the best way to copy those subtasks over? The normal ways of doing this …

2017年7月6日 · In the meantime, I typically create a task with all the details I’d like the other tasks to have and add a “template” tag (How to Complete Task Fields in Asana | Product Guide • Asana Product Guide) or add “{TEMPLATE}” in the task name to let others know it shouldn’t be edited, only copied. Take a look at the screenshot.