I have created several task templates that include subtasks assigned to specific individuals on my teams. Now that the templates are live (converted from an original task) the new subtasks from the template appear in everyone’s My Tasks list. This causes three problems:
We will never do anything with the tasks, since it’s only a template, so it’s unnecessary clutter.
But worse, I’m concerned someone will accidentally edit their assigned subtasks, which will alter the template and create more cleanup down the road.
And, it skews our reporting because the templates also include Estimated Time, so people’s capacity numbers look higher than they should. We don’t use Due Dates in the template, so this is somewhat mitigated by not tying up capacity in a specific time frame, but it’s still annoying.
Is there a way to filter these subtasks out of My Tasks and keep them from showing up in reports?
@Justin_Lambert - welcome to the forum! Did you delete the projects that were used to convert to templates? Tasks assigned in actual templates do not appear on people’s My Tasks (or anywhere else in Asana).
No, those were active tasks that are also showing up on their own in our lists. So it’s definitely the template that’s displaying these tasks I’m referring to. You can see the “converted to…” label next to the task in the list.
@Justin_Lambert - if you have a project that you then convert to a project template, you can delete the original project and not affect the template. You can learn more about that here.
That said, have you created project templates or task templates? Based on your screenshot, I think it’s the latter. (You can still delete these tasks, since the template will exist separately, but they are different from project templates.
Yes, they are task templates. I just tested it, and you’re right! The template remains and works again after the converted task is deleted. I never knew that! Thanks very much for the education!