Adding A new task template into a project

[lpb]

@Nat12,

In addition to @Richard_Sather’s great reply, should you want to do this without upgrading to Enterprise (which is the best option if you can swing it), here are some other workarounds:

Assign a template from a form submission

@Paige_Porter, You can’t do exactly that yet in native Asana (perhaps with flowsana.net, @Phil_Seeman?). But you can achieve something similar with rules mimicking the task template you have. Rules can set values of fields, add subtasks with metadata set, etc., all things a task template does, just a different way. @Kasey_Nichols’s answer describes this a bit with multi-homing, but you don’t require multi-homing to do the functions mentioned. Hope that helps, Larry

Why and when use task templates

@Michele_Giorgianni, This is a bit of a hack, but I tested it and it works. It will be useful if you have Asana Business or Enterprise until there is a more direct native feature in Asana, I feel. One time only: Make a project called Task Templates and add sections corresponding to each destination project where you’d like to use these common PM and other task templates Add one rule for each section with Trigger: Task added to section (this section) and Action: Move to another project (the d…

Thanks,

Larry