Template task library

[Franziska_Pfadt]

Hi there,

I’m trying to create a template task library as described here under Task template tips

** Make a template task library by creating a “template” tag. Tag all of your template tasks, then favorite the tag, so the list is accessible from your sidebar later.*

However, when I add the tag to the task template (within the Customization sidebar) the template tasks do not appear in the tag list. They only appear when added to the project. Does this mean I would need to make the task templates live somewhere within the project? Which isn’t ideal. Am I missing something about this tip?

My aim is to have an overview and easy access to all the task templates within the organization without using forms.

[Andrea_Mayer]

Hello @Franziska_Pfadt,

@Franziska_Pfadt

They only appear when added to the project. Does this mean I would need to make the task templates live somewhere within the project? Which isn’t ideal. Am I missing something about this tip?

I am not aware that task templates can be searched via advanced search, for example, only templates for projects. And yes tags only show for live tasks so I do agree this is a bit confusing in the guide. I think it is more referred to creating tasks that are marked as templates and not really “task templates”

You might consider using the new bundle feature instead.

Also here is an existing feedback request thread for you to upvote

Make Task templates available to other projects (Task templates library)

The new task templates functionality is great, but what seriously limits (and likely eradicates) its usefulness is the fact that a Task template is only available in the Project it was created in. Our workspace contains different Teams each with many Projects. We currently have a ‘Tasks’ project in a central Team where users from all Teams can duplicate tasks and move them into a Project. So, the ability to access common Task templates in all Teams and Projects is essential for this to be useful…

[lpb]

@Franziska_Pfadt,

In addition to @Andrea_Mayer’s good post, and as you suspect I think, you’d need to just create a project for this purpose, perhaps call it Task Templates, make it accessible to all, and house all your task templates there, but they’d need to be re-homed (add to project) to the destination project.

You could potentially automate part of this, as I describe in this post:

Why and when use task templates

@Michele_Giorgianni, This is a bit of a hack, but I tested it and it works. It will be useful if you have Asana Business or Enterprise until there is a more direct native feature in Asana, I feel. One time only: Make a project called Task Templates and add sections corresponding to each destination project where you’d like to use these common PM and other task templates Add one rule for each section with Trigger: Task added to section (this section) and Action: Move to another project (the d…

@Forum-team, the help page reference is a doc error if you can pass along.

Thanks,

Larry

[Emily_Roman]

@lpb

the help page reference is a doc error if you can pass along.

Thanks for flagging, @lpb! I’ll send a task to our content team!

[Franziska_Pfadt]

Hi Andrea and Larry, thanks so much for your reply! And the workarounds - will give it a try!