@Jan-Rienk thank you for this, it was a great starting point for us as we have recently upgraded to Enterprise in order to use this feature, I have some learnings from our roll-out that I wanted to share with everyone:
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Sections - Make sure you know the order of your sections, as once you have created Sections in a Bundle and applied them to a project if you were to add another section to the Bundle it will put the new Section at the top of any projects it is applied to regardless of what position it appears in the Bundle.
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Rules - you can only create rules in a Bundle that rely on Fields if the Field is also in that bundle, so think carefully about the rules you may want and look at the Fields for the Bundle at the same time as the Rules.
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Fields - do not include any Fields in a Bundle that are not global, for instance, we have a field called ‘
Location’ that is unique to every client, therefore we left this out of the Bundle but included it in the project Template. -
The Generate A Bundle from an Existing Project is great, however, please be aware of my comment in 2. Rules, as it will take all rules by default so any project specific rules you will need to delete from the Bundle and re-add manually to the project, therefore before doing this I recommend duplicating the existing project you will create a Bundle from first so that you can refer back to any fields you need to recreate. Also, this may have changed but it is not intuitive where the Generate Bundle button is and it can only be done for a Project that does not have a Bundle applied. The button is in the Customize - Edit menu option of a Project:
- Project Template vs. Duplicate Project. As the project templates do not currently allow the copying of Views I am in favour of Duplicating a Project and using that as a Template to avoid the laborious work of recreating the views. I would be keen to hear others thoughts on this and hope Asana implements this soon (please vote for Saved view tabs to be supported in Project templates ). Example of views we have:
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