Bring back 'Convert task to template'

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Convert task to template currently not showing
Only concerto to project and subtask exists
In Mac app

I am using premium trial

Welcome to the Asana Community Forum @Martina_Tamvakou!

I have merged your post into a previous bug report regarding this issue.

Have you checked various tasks and it is not showing in any of them?

Also just to confirmed you have already that the “Convert task to template” is now showing below the other “Convert to” menu?
Screenshot_2433

Some people do miss this as it shows separately and not within the existing menu. Richard has opened a feedback request thread about this here.

Hi there,

What has happened on this issue, I cant see convert task to template

Chrome is up to date

Version 121.0.6167.160 (Official Build) (x86_64)

Asana premium

I can confirm that I can see this in some of my client’s Asana spaces, but for some spaces it is missing entirely. It seems quite random, hoping this isn’t part of an A/B test.

@Tania_Steenkamp , do you see it perhaps under the ‘Convert to’ option? I have advocated for a while now that it should be moved there!

@Vanessa_N , could you kindly look into this?
Thanks!

Oh same for me, it is missing and not showing under “Convert to” either.

Hi everyone, sorry for the trouble. I’ve checked with the team and they’ve confirmed that the issue has been fixed. I can see the “Convert task to template” option on my end. Can you check if the users running into issues have proper permissions to see the “Convert task to template” option? Users would need to be able to customize the project they’re viewing the task from in order to convert them to template.

Let me know if the issue persists even though they have the necessary permissions!

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Hi Vanessa,

I am the admin on the account, and the project admin and I do not have the ability to convert a task to a template. :frowning: I can customize, add fields, etc, but I am just showing convert to subtask or project.

Hi @Tracy_Hoobyar, sorry to hear that. Can you share a screenshot of what you see in the drop-down menu? It should be below the “convert to” option:

Also, can you confirm if you see it in other tasks in different projects?

@Vanessa_N , sorry for the delay. Had a personal emergency that took some attention.

Anyway, here is the screenshot. And yes, I’ve tried in other projects and making it Public or Private.


I’ve tested it in both the desktop app and the browser on Chrome.

Hi @Tracy_Hoobyar, no worries at all, thank you for getting back to me.

I’m sorry to hear that the issue persists. This does seem odd, especially as the bug has been confirmed as fixed and other users have been able to convert tasks to templates. Unfortunately, we don’t have the necessary tools to further troubleshoot this here in the Forum. Can you kindly reach out to our Support team for further assistance? They will be able to look into your project and permission details to help you solve the problem.

To expedite the process, please include the following in your message:

  • The screenshots you’ve shared here in the comments (feel free to link this forum thread in your message)
  • The project and task URL for one of the tasks where this is happening.
  • Let them know that the issue persists in different browsers/incognito window.
  • Confirm if your colleagues are also running into the same issue.

I appreciate your understanding!

Hi @Tracy_Hoobyar , is the Customize button available to you in the project (top right corner)? i.e. are you able to create Task templates, manually?

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Ok, perhaps I’m losing my mind. Now it is showing up there. :confused: I will set it up and if I still have challenges I will email support. Thank you @Vanessa_N and @Richard_Sather !

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