Does anyone know how I can delete a template that I created?

[Julie_Hasler]

Does anyone know how I can delete a template that I created?

[Marie]

Hi @Julie_Hasler and welcome

Templates work just like projects, so you can easily delete them from the drop down menu next to your template title; here is a handy article with some screenshots: Setting Up a Project in Asana | Product Guide • Asana Product Guide

Hope this helps; le us know if you have any follow-up questions!

[Julie_Hasler]

Thanks but how do I get to the template I created without actually using it. I can’t see a list of templates without choosing the option to create a project.

Julie

[Marie]

No worries, the quickest way to access your template if you know its title (or some of the words) is to use your Search bar!

[Julie_Hasler]

Is there a way to contact someone via phone?

Julie

[Marie]

We currently don’t provide phone support @Julie_Hasler but you can contact our support team following these steps; and of course you’re more than welcome to post your question in the Forum, there is always someone to give a hand

[lpb]

@Julie_Hasler, As @Marie points out, this Forum is always a place to get questions answered. But if you specifically are looking for phone/screen-share type support, a number of us provide that service:

Asana Partner Directory • Asana

http://www.productivity-experts.com/

There’s a lot to learn at first with Asana, but it’s worth it!

Larry

[anon18542310]

I found this article that I think has the answer to what you’re asking.

How to use task templates in Asana. • Asana Product Guide

[Ian_Knowles]

I’m having the same issue - the article talks about using the Customize tab for the project - I don’t see this anywhere so it’s not any help at all.

I created a template, then decided to edit it which didn’t work so I made a new template and deleted the old one. Now I have two options in the ‘New’ dropdown menu, showing both the new and the old (deleted) template. Really not helpful.

[lpb]

@Ian_Knowles,

Are you talking about Task Templates (I think so)? Just want to make sure you’re not talking about Project Templates.

How did you delete the old one? If a Task Template, you had to do that in Customize. Perhaps you didn’t really delete the task template since you say it’s still in the New menu. (Or there’s a bug.)

Customize is mentioned and shown in How to use task templates in Asana. • Asana Product Guide. It’s at the top-right of the project view. In the popup that appears, scroll down to reach templates to manage them.

@Community_Managers, is it really appropriate to call Customize a tab? I think it should be called a button or something other than tab.

Larry

[Ian_Knowles]

Hi Larry

Thanks for the response - I managed to work out how to fix it in the end (well, I had help from another colleague). You’re correct, I hadn’t really deleted it it just seemed like I had. I found my way to the ‘customize’ tab eventually and managed to do what I wanted (along with further edits to the template).

The location and naming of this tab/button is really counter-intuitive, and this is what gave me the most hassle as even when I knew it was where I needed to be I still couldn’t locate it.

[Ian_Knowles]

Sorry, was going to say a better place for ‘Templates’ to be stored/accessed/edited would be an actual tab in the project view, along with ‘Forms’ and ‘Files’.

[Rebecca_McGrath]

Hi @lpb, hmm - good point. I can see how this might be confusing. I’ve gone ahead and submitted this feedback. I’ll circle back on this thread if our Content team decide to update the article!

[Rebecca_McGrath]

Hi @lpb, I just wanted to give you a heads up that the change from “tab” to “button” has now been pushed in the Guide Thanks for this suggestion!

[lpb]

That was quick, @Rebecca_McGrath–thanks!!