Confusion with Project Template sharing and permissions

I use Project Templates on a weekly basis, both via the Asana UI, and via the API. But they still confuse me.

Particularly, I’m trying to understand how/where the settings are, for being able to share to specific users and/or teams, whilst giving those users or teams specific permissions.

When building the project template, there is the familiar “Share” option in the top-right, where you can choose which members are added to the project that gets created from the template.

But major aspects are missing from this area:

  • The ability to choose Teams from this area (how else do you ensure your resulting project will be shared to additional teams?)
  • What does “Members” mean? https://freshy.media/captures/A56yeQuFPW.png
    • A tooltip somewhere explaining this would be helpful.
    • Is the default access setting that “new members” that get added to the project later on will have?
    • Or is it actually “Task collaborators” that this is referring to? A resulting project from the above template looks like: https://freshy.media/captures/cehqx0nfiq.png
  • How can we pre-specify the “Manage notifications” for those that get added to the projects. Ideally none of the members would have “Tasks added” chosen in the notification settings: https://freshy.media/captures/keZoF6ohSq.png
  • How/where do we specify the “Access settings” for the overall resulting project (whether it’s accessible by the entire organization or private to members? This is what a project setting has, but where is this specified on the template: https://freshy.media/captures/y3X5fQBNLM.png

Hi @FreshyJon , below is my understanding - others may weigh in…

Templates are lagging behind the features we now have in Projects. Currently you can only add only members; These are people that will always be added to a project that is created from this template.
You will need to add Teams, post creation - at least for the time being.


This is the equivalent of the ‘Task collaborators’ member in the resulting project’s Share button menu. When other members are added to a project, you get to choose what permission you will give them, before inviting them.


Currently, you can’t. These are individual settings that each member is responsible for. Once the project is created, you do have the option before you invite a member or a team.


Currently, this cannot be specified in the template editor, either. This can only be set upon using the template, before it is created, just like creating any blank project, under the Privacy field.


Feel free to create a new topic in the Product Feedback category for each of the above.
If you don’t mind, I will move this post into the public Tips and Tricks category where another 700k members can benefit from reading this :wink:

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