Move/Copy entire Sections from one Project to another Project

[LG_marcomprojects]

Working across lots of different clients who all have similar set up (though different details and timelines) i’d love to be able to have my own ‘template’ version that I can then copy over to add in details and timings. Currently have to set them all up from scratch - unless i’m missing something very obvious?

[Gary_Scott]

On a new trial and have already found myself in this thread wanting answers…looks like I’m off again to trial another platform!!! Did like the easy set up of Asana though…just get the copy/paste section function going and we’re in business!!

[lpb]

Note: Not a solution but marked as such to elevate a key reply

This feature to copy an entire section with all its tasks (albeit into the same project) was recently launched:

Ability to copy sections including all tasks in that section

I would like the ability to copy an entire section of a project including all tasks within that section. When you copy the section you would be able to give it a new name and all tasks would be duplicated into the new section. Currently we are in the process of implementing a new IT system at different locations. The project is currently setup such that each location has its own section in the project and we have to go thru the menu option to copy each task so that it also brings corresponding …

It provides a workaround / partial solution that completes the OP’s workaround in the original request which handled the “Move” part of the request in several steps. Now you can similarly handle the “Copy” part of the request: Use the new feature to copy the entire section (in the source project), create the section name in the destination project, multi-select all the newly-copied tasks in the source project and multi-home them to the destination project and section, and finally remove the section name empty section in the source project.

Thanks,

Larry

[lpb]

Welcome, @Gary_Scott,

Perhaps that previous post I just made in this thread might keep you around! Is this single feature a deal breaker? You must have a unique use case.

[Gary_Scott]

Thx Larry, I will investigate

[ppx_playparx]

I am in a similar situation than Gary_Scott. I tried out Asana. I have setup up all I need and was very happy with the result - until I couldnt find the option to move a section from one project to another. Ended up in this forum on this post realizing that I am part of a big group of people that cant believe that this basic function is missing.

[Андрій_Валерійович]

Same situation

[Hannson17]

If you are looking for a workaround for this you can:

1. Create a new section in the project you want to duplicate to.
2. Add a task with a name you will remember under that new section.
3. In the original project you can duplicate the section you wish to move to the second project.
4. Highlight all of the tasks in this new section.
5. When the control panel bar pops up on the bottom of the screen click the three dots, followed by “convert to subtasks”
6. Look up the task you made in the second project nestled under the new section, and click on it.
7. Open the second project, under the new section and created task, you should find the tasks you want to move.
8. Drag and drop the tasks under the new section.

[sarah_gregory1]

Add me to the list. This isn’t a unique use case at all. I have a Section in one Project with a number of tasks, and I need to move it to a different Project. The “Duplicate Section” and drop into the other project is functional, but sure is kludgey. I love Asana otherwise, but this is one of those pretty straightforward features that seems like it HAS to exist somehow - so obvious - but it doesn’t. (Yet… I’m an optimist. )

[B_Man]

has this been done? I feel like I need to go back to monday.com if they are unwilling to something so simple and obviously required after 6 years!

I moved from the monday free plan after hitting my item limit ( I don’t really use it much to warrant paying a subscription for just a cloud based organisation system) I used to do everything via excel and was great with no restrictions to rules i wanted to create but cloud based and mobile app was a better trade off.) but after a week or 2 of using this I have had 3 issues already! and customer support has been poor

[Joel_Charles]

I would need to try it to confirm, but I’m thinking this can be done now. Not sure though.

Joel

[Ka_Nishiyama]

Please see the help below for more information on this topic.
Task actions , Duplicate tasks and sections

and

Duplicate sections in your project!

Hi! I’m Christine, Forum Leader, Services Partner, and avid Asana users for 10 years now! I’m excited to be part of this feature announcement! Asana is introducing the capability to duplicate sections in projects! This new feature will allow you to duplicate all tasks within a section of a project and shift due dates automatically, if necessary, saving you a ton of time & work! With this new feature you can expect to be able to decide which task details to include, such as assignees, task des…

Duplicate Section

Hi all, i’m excited to share that you can now duplicate an entire section to a different project! All tasks included in this section will automatically copy over and you will have the option to choose which of these task details will carry over: Assignee Associated projects Tags Task description Subtasks Attachements Collaborators Additionally, you will have the option to automatically calculate and schedule the due dates of tasks in your new section based on the start and end date you will …

[B_Man]

I have found how to move tasks between projects but it would be good to move whole sections between projects

[lpb]

I’ve merged your post into an existing topic where you can click the title to scroll to the top and vote by clicking the purple Vote button.

See the solution, or post near the end of the topic, for a way to copy sections which can help, partly.

Thanks,

Larry

[Liz_Grever]

This would be incredibly useful. We need to add a section to each of our client projects… would be great to either have a section template for all to add manually, or have an automatic bulk add for new sections!