How to create templates for tasks

Another way to standardize tasks is to use forms

This is probably the most important feature I need right now. Getting my clients to create certain tasks in a specific way is impossible without this being a feature.

+1 for this. New user and can’t believe the silliness of not have a tasks templates. Like wow. I want to have a “team” called clients, with the “project” being the client, and then every task and task section gets add specifically for that client but have to do the first work around of creating subtasks under the task, then duplicating that task, changing the file name to what I need, adding it to the “clients project” and then removing it from the “templates project” :flushed:

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+1 on task templates. It seems like a basic requirement. Does Asana publish a development roadmap, and is this feature on the roadmap?

Hi @Thaddeus_Tondu,
FYI note that you can automate adding subtasks from a template with a Flowsana If-Then rule.

They do not publish a roadmap:

We do not share a product roadmap because we are unable to promise a timeline and we want to ensure that the features and updates we release are as well made as possible. We wouldn’t want to release a sub-par feature just to meet a deadline - quality is super important to us.

See this forum post for more:

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@Phil_Seeman that is all fine and dandy, but then I have to pay another platform. Doesn’t make much sense, especially with the amount of upvotes.

Welcome to Asana mate.

No, unlike other PM tools, they do not.

  • 1 here. The ability to provide templates at the task/subtask level is critical and is available in other project management software.
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They’re “listening” to product feedback, yet can’t create something that was suggested a full two years ago and is something found in MANY project management software programs?

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Have been waiting for this for 3 years now and other offerings are looking more and more tempting.

Currently copying over subtasks from a spreadsheet or duplicating a ‘template’ task but these workflows are limited and clunky.

Bonus points to Asana if they include

Automatic Dates -
Manually Setting the main task date automatically sets subtasks at set period before

set manually main date -8 working days Main date -2 normal days

Automatic Dependancies and email handover to next task owner -
Sub task D is dependant on B etc.
Owner of Subtask D gets informed when B is completed
(Currently duplicating a task keeps dependancy on the ORIGINAL sub task so then all dependancies need changing, really hard to do with multiple sub tasks with same name)

Semi-Automatic Task Owners-
Whoever is assigned for sub task A is automatically assigned to D and E as well

Less related:
When subtasks get a revamp, it would be nice to see a progress bar on the main task.

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Came here to say also looking for this along with finding out a way to attached task templates to how users fill out forms. Ex: if users submits a request and selects option A in the form, task template A is auto populated

+1 for task templates!

Any news on when this might be released. It is becoming critical for us.

I am REALLY hoping for this too! I have so many repetitive tasks that I do over and over again. I would love to not have to duplicate tasks all the time. Anything to make this process easier, faster and easy to train on would be appreciated!

Looks like there finally are Templates in Asana (as of at least today) but looks like it’s an MVP as there doesn’t appear to be a way to delete or edit the templates.

You can do both of those things - if you click on the template in the Customize window, it will open it back up for editing, and there’s a “Delete template” button in the lower left corner.

Terrific. Thanks for replying.

Still definitely an MVP as they are not global nor do they carry over from a project template whenever they exist within it, unlike other items in the customize pane.