Filter by custom task type in saved view not applied when creating project from template

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1

When creating a project from a project template (without any tasks in it), that has a saved view with a filter by task type (to show only one specific task type), this filter is not applied in the newly created project.

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Saved Views in Project Templates is here!
Custom task type filter disappears when I create a new project from my template
2

However, the setting for the grouping in a saved view within a project template is applied correctly when creating a project from this template. Only the filter mentioned above isn’t carried over.

3

Hi all,

I created a project template with a custom tab that’s filtered by a **custom task type** (e.g., RCT). The tab itself copies to new projects created from the template, but the **filter disappears** in the new project. If I change the filter in the template to use built‑in Task/Milestone, it persists fine. If I switch the filter to a custom field (e.g., Type = RCT), it also persists.

Is this expected for custom task types when templating saved views? Any recommended workarounds (other than filtering on a custom field or re-saving the view after project creation)? Thanks!

4

Hi @Karun_Mehra,

I merged your post with an existing topic on this same issue. Be sure to vote for it at the top of the thread.

Seems like a bug to me!

cc: @Richard_Sather @Peyton_Lee

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5

Hi All,
I logged it as a bug, and I’ll be in touch if/when any updates are available.

Thanks for flagging this!

3 Likes
6

I am experiencing a similar issue where my custom task types are part of a bundle contained within a project template. When I create a project from this template, Asana is not seeing the custom task types in the bundle, which in turn is causing failed Rules associated with the custom task types.

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Hi All,
A fix was deployed last night, so please check if you see the effects.
Of course the usual steps of clearing out cookies, restarting your app, etc. are recommended!

8

Hi, thanks for the update. However, the bug is not fixed for me.

Here are my tests and my findings:

  • I cleared out cookies and restarted the app.
  • I first created a new project from the existing template, including the view that is filtered by task type; the newly created project did still not have the filter applied.
  • I set the same filter (by task type) in this new project (and saved the view) and created a project template from it; in edit mode, I now see that there isn’t even a filter applied in the template.

So I wouldn’t call this bug fixed. :relieved_face: