Is there a way to copy rules from one project to another?
13 Likes
That is a great question! As it stands, it is no possible to copy rules from one existing project to another but you could add your rules to a Custom Template and use it to create new automated Projects.
You can learn more about it in this handy article: Ways to save time in Asana | Product guide • Asana Product Guide
Please let me know if you have any follow-up question Julian! Have a great Friday!
3 Likes
Hello! Is there a way to set up a rule for a template project, so that each time a project is created on the basis of the template, the rule is copied with it?
Hi @Natalia_Klimina-Schu and welcome to the forum!
As, um, “the other Natalia” mentioned above, this should work - rules attached to a template are included in projects created from that template. Are you not getting that behavior?
Instead of Copying rules, is there talk of making it so you can Save rules to quickly grab them when in other projects? I have quite a few rules I use across many projects - not all of them using my project template. Would be nice to not have to reset them up each time. I will look into adding rules to one of the templates I currently have to use in the future.
23 Likes
Great ideas here: https://forum.asana.com/t/the-coolest-asana-rules/69354?u=brenda
2 Likes
Hi! Yes, that’s right - this doesn’t work for me when tested. I’ve tried setting up a rule in a template project several times. The rule is not conveyed when template is used to create a new project. What can be the reason behind this?
@Natalia_Klimina-Schu, no idea why that’s not working for you. @Natalia or @Marie, should she file a support ticket?
Hey Natalia - this is a good way, if you have just a few projects, but I manage 70 projects in 1 team.
Ok these are AMAZING!! Thank you. I’ll try some of these but still holding out for saving rules - at least as an Admin for our organization I’d like to be able to.
4 Likes
Hi everyone,
I was looking for copying rules in different templates.
To facilitate capacity planning, we created an “overview project” for each team where task of assignees of the respective department will be relocated to the rightful overview project (e.g. Task for a Marketing team member will be copied in Marketing Overview Project)
I need to create many times the same rules in each of our template (+10 templates with each department…) which is truly inconvenient.
Any tips how I can setup the rules quicker than one by one in each template?
Hi @anon870591, thanks for sharing your feedback with us! As it stands, it’s currently not possible to copy rules. We have a popular thread on this topic, I recommend you to upvote here: Global Rules would rule! Create a library for Rules