Asana, show me your BUTs 🍑

[Becky_Holston1]

I didn’t find any comments on this; apologies if it’s here and I missed it.

As far as I can find, there’s not a way to view all projects using a certain task type (or all tasks of a certain task type).

We can view what projects use what custom fields, forms, and rules, but not task types.

[lpb]

@Becky_Holston1

there’s not a way to view all projects using a certain task type (or all tasks of a certain task type)

@Becky_Holston1 knows, but for the benefit of others, you can vote for that here:

Task Types Status Searchable with Advance Search

My team and I have fully embraced the task types model we developed, creating specific task types for meeting notes, tools, and even regular tasks, each with distinct “working” and “completed” statuses. This approach addresses the hidden friction of having to click into a task twice just to update its status. In calendar view, updating a task’s status directly is much faster and more intuitive, and the increased visibility has encouraged the team to keep tasks updated more consistently. The cha…

Thanks,

Larry

[Rebecca_Hassett]

You can include a Form within a Project, BUT if the Project is generated from a Project Template that already contains the Form, you cannot configure the Form’s permissions through the template. For my particular use case - I previously used a Form embedded within a Project Template to support a secondary project intake process (quality testing which happens mid way), but encountered this limitation when I needed to restrict access to Organisation only.

While the Project itself can be configured with permissions that make it organisation only, those permissions do not automatically help with Form configuration, most pertinently the replies.

I may need to add this as product feedback to link as far as I can see from my projects, this is still a limitation (and was confirmed with Asana as a limitation around 5 months ago)

[Rebecca_Hassett]

Also, compelling title @Bastien_Siebman

[Bastien_Siebman]

Added

B6.13 You can view which projects are using which fields/rules/forms BUT you can’t see projects using a specific Custom Task Type.

B6.14 You can include a Form within a Project, BUT if the Project is generated from a Project Template that already contains the Form, you cannot configure the Form’s permissions through the template

[Kristin_Martin]

Asana AI is nice BUT it needs you to list every single project individually before it can access it.

Example:

Me: “Can you view all of the projects in the Marketing portfolio and give me a summary of upcoming tasks?”

AI: “I can’t view those. Can you tell me which projects?”

[Richard_Sather]

Hi @Kristin_Martin , that’s strange. Have you tried just at-mentioning the portfolio?
And do you mean AI Studio rules or the AI Chat bot, or an AI Teammate?

[Kristin_Martin]

AI Chatbot in the sidebar. I went back and found one of the chats where it happened and am attaching it.

As you can see, I tagged the portfolio and it didn’t like it and asked for projects instead. After I did that, it worked fine. (Note that all of the projects that I went on to mention were all inside of that portfolio, so it wasn’t an issue of there not being enough tasks or anything).

[Jason_Woods]

You Can change a Task to a Custom Task Type or Asana Task BUT you can’t update that task with the Task Template for that Custom Task.

Without Manually find the task template and copy it across.