Templates for project status updates

We use Asana to work on projects together with customers. Meaning: guest accounts are
involved in the project. After each milestone in the project we do a status update. For some status updates we almost use the same text (project kick off, postcare, closing). It should be more efficient to have the possibility to create a template for these kind of updates. Now we need to copy/past from a text file.

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Hi @Thomas_D, thanks for taking the time to provide this feedback :slight_smile:

When you personalise a status update, it will automatically be remembered for your future update. However, I can understand how a set of templates for project status updates would be helpful!

While these aren’t available at this time, hopefully this is something our Product team can implement in the future :slight_smile:

I am in the process of helping a team adopt projects status posts and standardize it. I then got the idea that it would be great if there were Status update layouts that I could save a template and then apply it to other project status updates.

Or save templates per project and then decide to use a specific layout when the status is green, and one that highlights overdue tasks when the status is “at risk” and another layout when the status is “Complete”.

This will help to standardize and automate a lot of updates.

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Hey @Paul_Grobler,

I completely agree this would be very helpful!

I know about this existing feedback request thread that I also voted on and it seems you are looking for exactly the same feature?

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@Andrea_Mayer thanks for pointing out the other request. @Forum-team can we merge the posts?

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Thanks @Andrea_Mayer and @Paul_Grobler! I’ve gone ahead and merged this post with the main request to consolidate feedback :slight_smile:

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IDEA: Allow us to create multiple “templates” for project status reports.

WHY IS THIS USEFUL: Can create outlines for reports of differing detail, frequency, etc. Projects dont require the same level of reporting from a week to week basis. And its frustrating to have to redesign the status report structure to reflect what the best layout is each week.

@FenwayJohnny, Since there was already a request for the same thing, I’ve merged yours into that thread and you and others can vote at the top.

Larry

I just wanted to chime and say that this feature would be amazing!

Upvoting this! Would love a way to customize the Status Report structure within Project Templates!!

Concur with this request.

I would LOVE to have a way to switch the Status Headings to some other template.
We do weekly/monthly updates and not all the headings are relevant, depending on which type it is.

So having a way to switch the headings would be a great time saver.
For those templates - it may also be a good idea to be able to “select” who gets notified for that update - as some managers may be interested in a monthly update but not a weekly one.

I am sure there may be other scenarios where defining who gets notified would be useful.