Can't Select Current Template in rule "Create Project from Task"

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Dear Asana Community,

I would appreciate your assistance.

I am currently trying to set up a rule that creates a project from a task using project templates. Unfortunately, I am unable to view or select the specific template I am working on. When trying to build this rule within the template itself, the system does not allow me to use the template I am currently working in. I have tried different teams and permission settings, but this did not resolve the issue.

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Could you please let me know if it is possible, while in the project template editing view, to select the project template (in the view above)?

Thank you in advance for your help.

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Welcome to the forum @Michał_Ejmont !

So, the rule is in the project template that you want to use to create the next project? That’s quite unique.

  1. I would advise against adding rules to project templates, as this would make processes harder to change (as you’d have to change/replace all individual rules in all projects if this is the case.)
  2. You could maybe use a bundle to achieve this, if you have the plan for it.
  3. You could put the rule in another project, set the trigger to “when a task is added to this project”, and trigger it by multi-homing.
  4. If you insist on adding the rule to the template - would be to have the rule add the task to this other project.

Not 100% sure if these solutions would work, but I see no reason why they wouldn’t

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Hi Jan,

Thank you so much for the answear and warm welcoming :slight_smile:

Unfortunately in this organisation we are only on Advanced tier, so Bundles are out of the way. However the second solution seems to work just fine! That’s a great idea, thank you so much :slight_smile:

Either way I still think it would be a useful feature to add.

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Glad to hear!

If you do then you can advocate for it in Product Feedback where all feature/improvement requests are gathered.

Tips:

  • Search first to see if there isn’t a subject on the topic already
  • Explain the why behind your request, not just what you want Asana to change
  • One request per thread, so that it is clear what people are voting on
  • Don’t forget to vote for your own requests
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