Easiest way to transfer Templates to a new Workspace/Organization?


#1

I’m curious to know what the easiest way is to transfer templates from one Workspace/Organization to another.


#2

I think you can’t. Maybe Asana does it for some clients, you can try to contact support. Or use https://asana.kothar.net/ to move a project between organizations.


#3

@Bastien_Siebman have you tried https://asana.kothar.net ? If so, what was your experience?


#4

Yes used it several times. It is a tool used by hundreds of people from the community, nobody ever complained about it. It is even pushed by Asana themselves sometimes.

Bastien
Delegate tasks to a virtual assistant in Asana :computer:


#5

Hi @Hans_Rippel :wave:t3: Just to add to what @Bastien_Siebman already recommended; Kothar is a great tool to transfer projects or templates from one Org to another, but here are a few things to keep in mind:

  • Kothar doesn’t transfer content, it actually copies it from one space to another, so your templates will remain in their initial space and you will need to manually remove them from there afterward.
  • Kothar doesn’t carry over the Template status, so once you copied your templates over, make sure to save them again as templates (simply click on the “…” menu next to the template title and select “Save as a template”).

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