Assign templates to existing projects

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It would be extremely helpful to be able to apply templates to projects that have already been created.

We use Zapier to automatically create projects when new events are created in Salesforce. I then add sections and tasks to the project. We have a lot of these coming in and it takes quite a while to create everything. It would save a significant amount of time if I could simply apply an existing template to the newly created project.

Since Asana already integrates with Zapier, providing the ability to automatically make new projects, it makes sense to provide a way to apply templates to these projects.

This is the template I’ve created. All I can do at this point is use it as a reference to make sure I don’t forget any elements.

template
template749Ă—665 39.8 KB

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Welcome to the Forum @Kim_Ethridge :wave: and thank you so much for reaching out!

If you are referring to the possibility to apply templates to Projects that has already been created in Zapier, this integration was actually buit by Zapier so we don’t have the handle to develop it further on our hand. With that said, we’re recording all your feedback and will make sure to forward them to our contacts in Zapier.

We also have a thread in the #productfeedback category regarding task templates that I believe is similar to what you are requesting for :Task templates in addition to project templates!. Feel free to add your vote and comment to it!

Have a great Thursday!

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Hi Natalia,

I’ve got something of a similar need, but it would be for projects that were converted from Asana tasks. Basically our workflow would look like this:

  1. our workforce uses a form to submit a new request that is added as a task to our “Work Requests” project

  2. If the request is better suited to be a project than a task, we convert the task into a Project

  3. The project that is created should conform to a Project Template so that its fields remain consistent with other projects, and so we don’t have to manually add fields each time.

Is this possible? We’d also love each project that is created from this process to become part of a Portfolio, either by a drop down during conversion/creation, or by a rule.

Thanks!

Brian

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Glad I found this thread. For the product management team, I’m relying on Zapier to automate a bunch of workflows with my team.

A productized solution for this problem would influence me to adopt and buy Asana. The fact that I can’t easily automatically create a full project with key milestone dates is the number one reason I’m not going to adopt Asana at this time.

Prioritization is challenging and resources are always thin, but I wanted to leave this feedback for you!

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Hi Natalia,
I have the same workflow Brian listed.
Besides what he listed I also would like to keep visible the task on the task timeline.
Is it possible?
Thanks!
Marcia