I received this great question the other day:
I want to save a private project as a template and I want the template to have the same permissions as the project - and not be visible to the entire organization.
I don’t really know what happens when I hit “Save as Template” and I’m afraid to do so until I’m clear on what happens with the permissions.
Not knowing the answer offhand, I checked https://asana.com/guide/help/premium/custom-templates but it wasn’t detailed enough to provide the answer either so I tested it.
Custom Templates that you create end up grouped by team. A team project will become a team template visible to the same people the project is. More specifically (and not documented), if the project is public to the team and saved as a template, the template will be visible to the team. If a private project is saved as a template, the template will be visible to the project members only.
It’s not easy to create an Organization-wide custom template (unless you already have a team with everyone in the organization as members), and I found a request for that here: https://forum.asana.com/t/feature-request-organization-wide-templates (and voted for it).
But the rest of the functionality regarding access/permissions for Custom Templates is nice to see because it lets you use templates for many scenarios; I didn’t expect all that fine-grained control would be possible!
Larry Berger
Asana2Go & Asana Certified Pro consultant at Trilogi Software
