I do not have an "Add New" option in my boards, only "Add Task". How can I solve for this so I can apply templates to my projects?

[anon86090803]

I can turn things into templates, but I cannot apply a template to a project.

[lpb]

When you use the Customize > Task template > Add task template, it will appear in the menu in your screenshot, and also in the “+” menu beside every section, and when you click Add task in Board view.

Thanks,

Larry

[anon86090803]

Thank you! It looks like even if I add a task template, I have to manually contruct what is in it instead of it copying an existing task. However, I cannot apply that template to another board. Do I have to replicate this action for each board I want the template under?

[lpb]

Another way to add a task template is Convert task to template:

You can have task templates in project templates and thus make task templates available to new projects easily.

For existing projects with task templates, just re-home the resulting task to your destination project. That can be automated too. I explain that here:

Why and when use task templates

@Michele_Giorgianni, This is a bit of a hack, but I tested it and it works. It will be useful if you have Asana Business or Enterprise until there is a more direct native feature in Asana, I feel. One time only: Make a project called Task Templates and add sections corresponding to each destination project where you’d like to use these common PM and other task templates Add one rule for each section with Trigger: Task added to section (this section) and Action: Move to another project (the d…

Thanks,

Larry

[anon86090803]

THANK YOU! This worked and now my headache is gone.

[lpb]

@anon86090803

This worked and now my headache is gone

NSAIDs: Aspirin, Tylenol, Advil, Forum Leaders

Thanks,

Larry