Duplicate Custom Project Template with Zapier

[Waira_Mendoza_Angle]

Currently there is no Zap to duplicate a pre made Asana project template. This is very frustrating as it requires manually duplicating the required project template within the workflow.

Other task management platforms have this capability within Zapier, could we get it?

[Marie]

Hi @Waira_Mendoza_Angle and thanks for talking the time to share your feedback with us today. I don’t believe this is in our near-term plans, but I’ll keep you posted on this thread as soon as I have some updates on my end!

[Michael_Andrew1]

This is something we absolutely need as well. We create hundreds of projects using templates and would love to be able to trigger this with other apps.

[Billy_Rickman]

Totally agree! This is desperately needed!

[Phil_Seeman]

Hi @Billy_Rickman and welcome to the forum!

This is actually easy to do now with my Flowsana integration - see the Auto-create a new project from a template section of this forum post:

Flowsana: workflow automation for your Asana projects

Hi all, A new Flowsana update is out, featuring three big additions that a lot of people have been asking for. Add subtasks from a template Now you can have Flowsana automatically add a predefined set of subtasks to a task based on any available If-Then Rule condition. How this works is that you create a task, in any project, and add a set of subtasks underneath it. This task becomes in essence a “subtask template”. (One recommended approach for organizing things is that you create a project,…

Basically what you would do is use Zapier to trigger any of the Flowsana rule conditions - creating a new task, or adding a particular tag to a task, for example - and then that rule condition will trigger the Auto-create a new project from a template rule action.

[anon25235355]

Hi All,

I need to have more than one form/template for the different projects/sections. Does anyone know if this is possible? For what I can see we can just have one Form within Asana.

With Flowsana is not possible either.

Thanks!

[Phil_Seeman]

@anon25235355

more than one form/template for the different projects/sections

Asana currently doesn’t support more than one form per project. You can vote for an enhancement to allow multiple forms in a project here:

Allow to have multiple forms attached to the same project

Multiple Forms per Project Each of our projects have multiple things we could use a form for - only being able to do a single form for an entire project drops the utility of this tool from almost-immeasurable to cute-but-basically-useless. We would like to have different forms for entering notes during different kinds of meetings. A form for creative briefs at the start of the project. A form for gathering information from a client. A different form for gathering other kinds of information from…

If I could do it in Flowsana (I’m the author), I would, but Asana’s programming interface doesn’t provide the means to get past the one-form-per-project limitation.

[anon25235355]

Thanks a lot Phil! And congrats for Flowsana!

[Don_Chamberlin]

Agreed! Having the ability for Zapier to duplicate an existing Asana project would be amazing!

To our business, Asana’s value is derived from our ability to replicate projects that replicate actions consistently and without mistakes. We don’t need to “re-invent the wheel” each time.

Thanks!

[Mike_Townsend]

We absolutely need this!!! We are using Zapier-> Asana to create projects and can’t use Asana unless templates are created automatically.

[Michael_Andrew1]

As far as I can tell there is nothing special about the template other than that it shows as option when creating a new project. Using the duplicate project API is more or less the same thing.

Therefore you can just use the ASANA api for duplicating a project (use the project Id of the template). We just write some basic code in Code by Zapier using input data from our trigger. Instead of choosing ASANA action choose Code by Zapier and write an API command in JavaScript or Python.

Duplicate a project

[Mike_Townsend]

hey Michael would you be willing to share the custom code you have to duplicate a project in Zapier?

[Michael_Andrew1]

Sure. Note that you will need to add info where it says ‘your’. And the input_data is from the input data fields we created.

id=‘{your project gid for template}’
due_on=input_data[‘dueOn’]
start_on=input_data[‘startOn’]
team=‘{your team where project exists}’
token=‘{your api token}’
name=input_data[‘projectname’]
false=‘false’
url=‘https://app.asana.com/api/1.0/projects/‘+id+’/duplicate’
zc='Bearer '+ token
data = {“data”:
{“include”: [
“members”,
“notes”,
“task_notes”,
“task_assignee”,
“task_subtasks”,
“task_attachments”,
“task_dates”,
“task_dependencies”,
“task_followers”,
“task_tags”,
“task_projects”
],
“name”:name,
“schedule_dates”: {
“should_skip_weekends”: false,
“due_on”: due_on
},
“team”:team
}
}
headers={‘Content Type’:‘application/json’,‘Accept’:‘application/json’,‘Authorization’: zc}
response=requests.post(url, json=data,headers=headers)
return response.json()

[Mike_Townsend]

Is there any other code you included? I’m getting this error…

Traceback (most recent call last):
File “”, line 31, in the_function
NameError: name ‘false’ is not defined

Code below(token numbers changed):

id=‘{11771254812342393}’
token=‘{1/21234222307:e4194f808a11653c815c641af049ebb5}’
team=‘{117526232307241}’
name=input_data[‘projectname’]
start_on=input_data[‘starton’]
url=‘https://app.asana.com/api/1.0/projects/‘+id+’/duplicate’
zc='Bearer '+ token
data={“data”:
{“include”: [
“members”,
“notes”,
“task_notes”,
“task_assignee”,
“task_subtasks”,
“task_attachments”,
“task_dates”,
“task_dependencies”,
“task_followers”,
“task_tags”,
“task_projects”
],
“name”: name,
“schedule_dates”: {
“should_skip_weekends”: false,
“start_on”: start_on
},
“team”:team
}
}

headers={‘Content Type’:‘application/json’,‘Accept’:‘application/json’,‘Authorization’: zc}
response=requests.post(url,json=data,headers=headers)
return response.json()

[Michael_Andrew1]

You probably need to remove {} from around input data. I didn’t mean to include those.

[FreshyJon]

I’m trying to do this too, and here is my screenshot of the code:

I’m getting an error of ReferenceError: Invalid left-hand side in assignment when I test it.

[Phil_Seeman]

@FreshyJon,

I’m sure that issue is coming from

false = ‘false’

That has to be an typo in the previous code that you’re working off of.

[FreshyJon]

Yeah, I just noticed that and took it out. It’d now giving me ReferenceError: id is not defined

[Phil_Seeman]

Ouch, that’s a tougher one - @Michael_Andrew1 might know what’s causing that?

[FreshyJon]

Was able to get this to work by using this method instead:

Though, I do wonder if all of those include are necessary, or which ones are even accurate/valid. I don’t see a full list of options within the API documentation.