Global Customizations (Fields/Rules/Forms/task Templates)

[Gregor_Kalchthaler]

the customization feature is great but whats really a show stopper is that most of the features can’t be applied globally on projects and across teams. i don’t understand why this is possible for fields that can be added to a library but pe not for rules (even though they have a global gallery with rules).

it takes a lot of work to create certain rules in a project. I have to rebuild them everywhere i want them. and its a horror to manage even the smallest changes across the system.

its also not consistent that you cant implement fields, rules, forms and task templates when making a template from a project. It seems task templates will be taken over, but rules, etc wont. But when copiing/duplicating a project i have a lot more options.

wouldn’t it be an “asana” if everything would be in flow and connected?

[Bastien_Siebman]

Hi,

It would obviously be better, and Asana knows it, it just wasn’t available yet We hope to see it soon, it is not officially on the roadmap (but Asana doesn’t share its roadmap).

[Andrea_Mayer]

Hey @Gregor_Kalchthaler, that would be very helpful indeed!

Make sure to also vote on the separate feedback request threads around this topic:

Global Rules would rule! Create a library for Rules

This would be a dream for me and I’m sure a nightmare to program but my hope is that on the Asana road map there is a milestone that would allow a rule we’ve created to be discoverable across all projects from a library (much like how Custom Fields behave). Create them once, add them forever. [Global Rules would Rule]

Make Task templates available to other projects (Task templates library)

The new task templates functionality is great, but what seriously limits (and likely eradicates) its usefulness is the fact that a Task template is only available in the Project it was created in. Our workspace contains different Teams each with many Projects. We currently have a ‘Tasks’ project in a central Team where users from all Teams can duplicate tasks and move them into a Project. So, the ability to access common Task templates in all Teams and Projects is essential for this to be useful…

Overview or library of all forms used in the organization

Hello everyone recently the wish for an overview of all forms currently in use in our organization has come up. It would be amazing if we had a “Forms” section in the sidebar for example. Maybe even with the ability to turn that section on or off for each individual user, though that wouldn’t really be necessary. Thanks!