Hi, we often run into the situation, that we want to make a template from project at a later stage of that project. Unfortunately all checked tasks won’t be copied to the template. Do we miss something here or do we really need to make all checked tasks unchecked before making the project a template???
thanks for your help!
Welcome to the Asana Community Forum @Benjamin20
A great approach has been shared here:
My approach is to duplicate the project as a start, and leave off or remove project members and task assignees and collaborators so as to avoid notifications.
Multi-select up to 50 tasks at a time to mark them incomplete. You can continue other cleanup here then convert the project to a project template, or do that other cleanup after converting to a project template (the interfaces are a little different so you may have a preference).
And here is an existing feedback request about this topic in case you are interested just leave your vote there:
When creating a new template from an existing project using the ‘Save as template’ function, Asana should include all tasks. At the moment, completed tasks are ignored for some obscure reason. My guess is that most of the time, templates will be created from partially or fully completed projects.
Other users have run into the same issue e.g. here: Tasks missing when creating a template from a previous project. What am I doing wrong? ?
1 Like
system
21 June 2023 19:31
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