Hello. Is it possible to set one of the templates for a project as a default so that all new tasks are based on it?
I’ve defined a template but it’s quite easy for people to just create a new blank task and not use it.
Thank you.
That’s not possible natively in Asana.
I’ve moved this topic to where you can click the title to scroll to the top and vote by clicking the purple Vote button.
A workaround, if you’re interested, could be to flag tasks for correction that don’t use the task template. You could do this with a rule that checks for a custom field with value set by the task template and if not present perhaps add a comment with @mention to the task creator.
Thanks,
Larry
I see. That’s unfortunate. I think it’s just good common sense that if you define a template for a project, that’s because you want it used by default. Hopefully this will be seen as low hanging fruit and we can see this improvement sometime soon.
Hi @Mig82_UC ,
As an alternative, similar to @lpb’s suggestion would be to create a rule that when task is added to the project, have a list of actions that will ‘format’ your task as per your default task template.
These actions can include setting custom field values, adding a description and other native fields such assignee and due date, for example.
Note that this solution might not be viable on the Starter or Advanced tiers as such a rule may quickly chew through your monthly Rule limit.
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I’m sure that’s the case for you, and some percentage of others, but that would upset many workflows unless it was an option that could be configured. Remember, too, that often not just one task template is defined in a project, but several.
Thanks,
Larry
I believe you’re right. It should be configurable in case you have more than one template. But at the moment it’s not even possible, and I have no way of encouraging adherence to the template. I have several use cases for this. Product Roadmap items, product feedback, project tasks, bug reports, etc. All should come with a well defined set of… questions that need to be thought through. We define templates for each to make sure that the person drafting the task is reminded of trying to answer those questions. But if they can just hit + and start with a blank task that bypasses the template, then the template is of little use. So… would it really upset many workflows? I think it would help improve more workflows than it would upset.
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I completely agree. I don’t see why this is not already possible.