Create an Organisation and use Templates

Hello !

I am a new user of Asana, or at least i am trying to be.

My account was set by default on a workspace and I am trying to figure out how to convert it into an organization ?

Also, I would like to use pre-made Asana Templates but it seems like i do not have this option. Does anyone know what could cause this problem ?

Thank you !

Hi @Naomi4, welcome to the Asana Community Forum!

You can convert your Workspace to an Organization following these steps.

In regards to your second question, some templates are only available for Premium customers. You can see the list here. If you have a premium plan and you still cannot access those templates, please let me know what template you are trying to use and if you are receiving any error message. I’ll be happy to investigate further!

I hope this helps! :slight_smile:

Hi Emily,

Thank you for your response !

I have managed to create an Organisation with another e-mail adress :slightly_smiling_face:

Regarding the templates, what will happen to the premium templates I am using once i go onto a basic plan ? (at the end of my trial) Will all my work on these templates be lost ?

Also, are the custom fields a premium feature that i will loose on the basic plan ?

Thank you very much,

Naomi

Hi @Naomi4, you won’t lose access to the projects you created from the templates but you won’t be able to access Premium features, for example, Custom Fields, Timeline view, Forms. You will still have access to the information in your tasks.

Thank you for your help !!

1 Like


Hi I have an error in converting my workspace to an organization. @Emily_Roman

Hi @Romie_Carillo, in this case I recommend you to contact our support team and confirm the domain you are using to convert your Workspace: How to contact our Support Team ✉