Hi @Michele_Campbell2, the ability to pre-define multiple custom List views (with different configurations, fields, and filters) within the template itself is not natively supported.
I do see the benefit of this though, be sure to scroll to the top and click the purple vote button!
Desperate need! If I can apply fields, sections, rules, AND task templates with a Bundle, what is the point of a project template if you cannot save the view tabs?!
This is great, but I have to also have a tab that filters by a custom field - in my case, context. I have a āDocumentationā context, a āBudgetā context, a āTrackingā context; this allows me to view only the tasks directly related to that function AND limit the properties I see for each task. Budget for example shows sell price, cost, margin, vendors, PO and Invoice numbers. Tracking shows only lead times, ship dates, delivery dates, addresses, delivery contacts, etc. Unless thereās an easier way to track incoming and outgoing products related to a project that I donāt know about?
I absolutely love both the Project Template features and the Custom Layout features. Both huge game-changers in Asana!
I understand that those features were rolled out independently and it might be a big lift to merge them. But if it can be done, it will greatly streamline future work for just about anyone using Project Templates.
Right now, I create a task called āAsana Setupā with subtasks steps at the beginning of any template with instructions, but sometimes they can be complicated.
Currently, anyone using a template needs to be reminded to, at minimum:
Set Filter (for every layout - ex: Calendar, Timeline, etc.)
Set Sort (for every layout)
Set Other Layout Options (ex. Show Calendar weekends by month)
Adjust Group, if needed (for every layout)
Remove unwanted Tabs/Layouts
Hide unwanted Custom Fields (for every layout)
Manually create any āNotesā tabs (ex. SOP or Instruction Notes)
Manually create any custom Layouts (ex. by Custom Field, Assignee, etc.)
Manually set default view (if a custom view)
Manually set project icon & color
Currently, I tell my clients there are two TYPES of Project Templates. One that focuses on creating established timelines and assignees (Native Project Template) and one that focuses on customized layouts (Project to Duplicate). The latter is great for things like Team Meeting or 1:1 Templates.
Again, sounds like a heavy lift on the coding side for Asana. BUT, it would be a great addition to the overall functionality!
Just ran into this while trying to create a template with a few filtered views that help us run meetings and show tasks in various ways. +1 to this feature ASAP, as right now weāre just duplicating projects every time, which requires a lot more manual work.
Totally agree. This would be a very useful addition. We also rely heavily on templates and having saved view tabs included would save a lot of repetitive setup work.
I understand itās not as simple as adding various views to a templateā - the update would have to include sort, filter, groupā¦but without these features, templates are half baked and not functional for many use cases.