About Custom Templates (Premium feature) and their Teams/permissions/privacy

template
custom-template

#1

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. When you click + Sign > Project > Template, the custom templates are grouped by team, and private ones appear with a lock icon.

I don’t think it’s easy to create an Organization-wide custom template, 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


#2

Thanks for posting this, Larry. I’ve never tested it myself, so it’s nice to know it’s an option. :+1: