Template tasks showing for users

template

#1

I think Asana is missing out on the newly implemented “Save as a Template.” Basically, all it does is allow users to duplicate a project from the New Project screen instead of going to a project and clicking “Duplicate Project.” But it even strips away functionality but not allowing the user to pick and choose which criteria should be copied over.

To me, saving as a template should do the following which solves pain problems with the original way of creating templates as projects and just naming it “Template”:

  1. Project no longer needs to be active. A project can be archived to reduce clutter in the sidebar, but you can still easily duplicate the project from the New Project screen. Unfortunately, if you archive a template it disappears from the Templates tab.

  2. Tasks no longer show up in a user’s My Tasks. This is what I was assuming the whole point of templates was going to be. It’s very confusing for people when they see a task assigned to them, yet it’s not a real task they need to accomplish. It’s easy to mess up a template when a user deletes or marks a task complete because of this. Just telling someone to “move it to Later” feels like a hack, and “Save as a Template” does nothing to fix this issue.


Removing the tasks of a template from My Tasks
Template assigned tasks show up in My Tasks automatically?
#2

Not sure if I understand you right but most of those already exist in Asana.

There is no specific “Save as Template” but you can create “TEMPLATE taskname” which is ready to use and then just make a copy of it, so it’s not true that you can only access “Copy task” from New Project. It exists for all existing projects (even archived ones). During a copy, you CAN CHOOSE CRITERIA which will be copied. Such template, when it doesn’t have an asignee and the date is not showing on your task list. So most of what you wrote is already there.

The only missing thing is that such template does show on a certain project list, cluttering the view. So having the functionality to hide it somehow would be nice.


#3

Hi @Michal,

I don’t think you know about Asana’s recent templating changes. There is a “Save as Template” feature. Read this article and check out #2 in the image below:

So your comments are not addressing my feedback which I think is still valid.


#4

Ah, you’re right. I thought that you are talking about tasks, because I use them as projects (with their subtasks), while projects are just some more general categories. Sorry.

Now it’s clear what you are asking for and it sounds very reasonable.


#5

Big yes to #2 here. Including template tasks in My Tasks brings in a huge amount of clutter for our team and defeats the purpose of having templates in our case. Template tasks should be completely hidden from My Tasks.


#6

Similar topic in post Template assigned tasks show up in My Tasks automatically?. There is a link in that post to upvote this request. Let’s hope that it garners attention.


#7

Can Asana comment on the status of this enhancement request?


#8

@Asana Would it be possible to hide Custom Project Template Tasks from My Tasks? The Custom Project Template Tasks are not actionable and therefore it is a bug to have them in My Tasks.

A response in this thread to let your users know you are listening would be greatly appreciated.


#9

Disappointed to see we are coming up on a year and still no acknowledgement from Asana that this is, at the very least, poor design.


#10

A template is a template to make active projects easily. It is not an active project, nor should it appear in tasks as an active project. I’m new to Asana, and there are reasons I chose it over wrike/teamwork but some of these core functions make it really difficult to use. We’re hoping things like this get added soon but are concerned since there is no product roadmap and this request is about a year old.


#11

+1000!

Having templates ready with the assignments would save a lot of time for projects with the same structure. Them showing up in “My Tasks” defeats this. :frowning:


#12

@Alexis, any word from the Asana team on this issue? Everyone here has been making very good points concerning the way templates behave in Asana.


#13

how does one upvote this? +1, desperately needed feature.


#14

It’s doubly frustrating when you have some of those tasks also in other projects! I am not pre-assigning the tasks due to this unfortunate oversight, but I want my Template’s tasks to include all the other projects and tags that need to be associated with it.


#15

Man, I thought I was totally crazy or I messed something up. I’m glad it’s not just me, but I’m pretty disappointed that this is an issue - it really should show template tasks for inactive projects, that’s so clunky and cluttered!


#16

Giving this a bump. This is a real problem for my team and is hampering Asana adoption and usage.
It looks like Template assigned tasks show up in My Tasks automatically? is very similar. Could we get them combined and have the votes added together? Currently 47 votes here and 35 votes on the other item.


#17

We are also having issues with assignments in templates showing up in user’s tasks lists. We have a couple of templates for common tasks (such as employee on-boarding) where the assignee would always be the same, so we’d like to be able to clone those templates when a new instance of that type of project arises with assignees intact without the assignment for that template cluttering people’s task lists.


#18

DITTO. Template assignments should not show up in a user’s assigned task list until teh template is turned into a live project.


#19

Same here. Every time I make peace with the limitations of the current implementation of “Templates” I run into a new problem. I feel like templates were just too hacked together. Please separate tasks from projects. There are way too many workarounds for them.

  • Have to create a project to make a template. I don’t need this project though. Solution: Archive the project, right?
  • Can’t archive the project because it disappears from “Custom Templates Area”. Hacky workaround: Create a “Templates Team” (I can’t without paying double for the Templates Team account or switching to a business account.
  • I can’t do the above workaround without having to double my annual costs. Fine, I’ll deal with having the project in my work area. Except, now I have these tasks on the “My Tasks” list. Fine, I’ll mark them as complete.
  • Wait a minute! Now that I’ve marked them complete, they’re now missing from the template on future projects!

Asana, please help us on this. If you combined many of the feature requests regarding templates, they’d rank a lot higher. For example, the below list is for roughly the same thing. At the heart of these requests, everyone wants one thing: Templates separated from projects! Almost every complaint I’ve read today about templates would be solved by simply separating templates from projects. A few of the requests I’ve found that would be fixed if we just removed the dependency templates have on a project are right here:


#20

FYI my Flowsana integration solves this issue in its Dynamic Duration workflow, using an “Assign To” custom field which stores the person to be assigned the task; then when it comes time for the task to be performed (because its dependencies have been completed), Flowsana automatically assigns the task. So it doesn’t appear in a user’s My Tasks list until it can actually be started.