How to create templates for tasks

template
tasks

#1

Hi !

I’d like to setup a product roadmap board where I want to create a template for the body of the task/story with headers so different POs and BAs in my team capture data in a structured form.

Is there a way to do this in Asana ?

Thanks,
Bhaskar


#2

Hi @Bhaskar_Vijay_Shanka

At the moment, Templates are available at the Project level. One workaround to this could be the creation of a Project exclusively to hold Tasks you set up as individual templates.

Proceed by making a copy of the Task you’re using as a copy. Once you have created a copy of that Task, add it to the relevant Project space by using the Tab+P.

Conversely, what you can do is have those individual Task templates “live” in the Projects where they need to be used. This way when you make a copy, it already lives in the right place. This is important because Project specific custom fields (for example) will stay applied to those Tasks

Hope this helps Bhaskar


#3

HI

When will we be able to create custom templates of a task under a parent project ?


#4

I use a lot of custom to-do list templates for various types of projects, store them in a google sheet and just copy paste into Asana. It’s kind of nice that Asana knows it’s a list and separates each row in the spreadsheet into tasks.


#5

that is kind of fine, but we are trying to manage the project completely via Asana. Using third party tricks complicates the standardization of tasks creating within the company. In our case, we want to add users stories that have a mandatory template, like description, impact… etc.