Hi Asana Community!
Have you spent a lot of time duplicating tasks because you had to reassign it out to multiple teams? Or perhaps you’ve been manually rewriting tasks and subtasks because you had to run a similar process over again (like getting a community post up and running ).
Good news: we’re launching Task Templates to simplify that process for you. Our first version of Task Templates allows you to create a templated task with preset subtasks, assignees, and due dates. Once you’ve created a Task Template, you and your teams have the option to use that grouping each time you want to add a task – much like how it works for project templates. And, this means that you won’t find errant tasks that show up in your My Tasks list just because someone duplicated it.
Task Templates are great for teams to set up their most common actions. Some common types of tasks are often:
- Tasks that have multiple steps that need to be created each time
- Setting a standard process of review and approval steps
- Creating a type of task that requires a dedicated set of collaborators
- Setting due dates and ranges automatically
With Task Templates, we hope you’ll be able to set clarity around the steps of your teams’ processes and save some time from the automatic creation of frequent tasks.
This is just the first set of features we’re building out for Task Templates. We’d love to hear your feedback and what else would be helpful for your workflows.
How do I get started?
To create a new template task from scratch: simply navigate to the “Customize” menu in the top right corner of your project, and click “+ Add template” (See screenshot 1)
To convert an existing task into a Task Template: Click on the three dot icon to open the task details and select “convert to task template” (See screenshot 2).
To create a task from an existing template: click on “Add task” as seen in Screenshot 3, this will open an optional dropdown menu displaying all task templates available in the project.
Task templates can include the following attribute and info:
- Task type (task, milestone, or approval)
- Custom fields
- Task description
Last but not least, task templates also allow you to set relative due dates. So, instead of creating tasks that are always due on a specific date, you can create task templates to create new tasks with due dates on any number of days in the future, depending on the date the task is created.
Please note Task Templates currently don’t support tags, comments, sections, attachments, other projects and dependencies. Additionally, project templates currently don’t support task templates either.
Screenshot 1 - Create new template from scratch
Screenshot 2 - Convert existing task to template
Screenshot 3 - Create new tasks from template task in the List view
Important note: This new feature is being rolled out gradually so please don’t worry if you don’t see it just yet in your account, it will be made available to everyone in a just a couple of days!
Don’t hesitate to let us know in the comments below if you have any questions or comments