We are just getting ramped up with Premium and are developing templates, which is great. HOWEVER, as the templates are fleshed out, I would like to be able to copy the extensive Template task lists into our already existing projects.
I have found a possible work around (below) but there must be a better way!
recreate/duplicate the project using the template
move the already completed tasks from the original project back over into the duplicate
delete the original project
Is there an easier way? The work around is a pain and I need to be really careful to not lose existing history on works in process.
I also wanted to chime in here. Copy and paste works, but has significant limitations (in our case, also dependant tasks) as @Christine_Olshefsky pointed out.
Our use case is that we’re using Zapier to create projects for clients. Sometimes, during the course of a project, a workflow pops up that would make it useful to copy a project template into an existing project. Creating a new project doesn’t really exist.
For now, we’re doing the copy and paste workaround.
I tried exporting a template as a CSV file and then importing that CSV file into an existing project. I haven’t yet figured out the options to select to get the Section headers to import as section headers and not tasks.
Just started with asana. I create new projects on closing a sale won in pipedrive. This works fine but being able to copy an existing template to this new project would as stated above by others be great. Any updates?
Do we know if Asana ever got anywhere with this? I want to set up a template and input it to existing projects but am having the same issues as above. I’m also wanting to add template tasks to a different project but seem unable to - what is the point of template tasks if you cant add them to multiple projects?