How to duplicate task into a section in another project?

English Forum Tips and Tricks
1

I have a multi-level project, where Project A lists the high level goals (each is a separate section in Asana) and multiple tasks and sub-tasks. To get into the details of the tasks and sub-tasks, I want to duplicate a task or sub-task in Project A to a new section/goal in Project B. They should be linked, so if I complete it in Project B it’s reflected in Project A.

How can I do this or mimic this? Thanks in advance!

2

Welcome, @Lois_Kim,

This is called multi-homing and is described here:

Larry

3

Hi Larry, thanks for your quick response but I don’t think that solves my issue. I want to move it from a “Task” within a project to a “Goal” in a separate project. I also want to pull out “Sub-Tasks” and bump them into tasks, so they receive their own line item. Is there a way to do this? Thank you!

4

Sorry, but it’s hard for me to understand the specifics of this detail and the general workflow, so I’ll have to bow out here and maybe someone else can weigh in. I help clients with these kinds of things every day, but interactively.

Thanks,

Larry

5

Hey @Lois_Kim,

I do agree with Larry that multi-homing would be a good solution actually.

Based on your explanation what I understand is that you do not utilize the Goal feature in Asana but instead your goals are sections/columns, do I understand this correctly?

This is basically multi-homing as otherwise you won’t really be able to update the task in another project.

Meaning as far as I understand you want the tasks/subtasks show in a different section in the other project and also the status should be updated in both projects then?

Here is an example: This “Test Task Goals” was created under the “Test Andrea Clients” Project and also added to the “Test Andrea” Project. The task shows under a different goal in each project

Screenshot_9589

Now if you have subtasks you can also add them to the projects if you want and select the section where they should show

Screenshot_9590
Screenshot_9591

For tasks that show in both projects whatever update you make in terms of adding a comment, etc will then show in both.

Another option for you might be to use a single-select custom field to update goal status there.

Also not sure if it helps in your case, but Asana has a goal feature: https://asana.com/guide/help/premium/goals

Let me know if the above helps or you have more questions?

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