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 arenā€™t available at this time, hopefully this is something our Product team can implement in the future :slight_smile:

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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 ā€œat riskā€ and another layout when the status is ā€œCompleteā€.

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! Iā€™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 ā€œtemplatesā€ 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.

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

Larry

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

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

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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 ā€œselectā€ 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.

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HI There, I have created a project template, which works fine when I create a new project, but the status update part is always set to default however I would like to create a different structure for status updates. As of now, this is not possible on the project template. Since a big team is supposed to report on projects, it would help creating a standardized structure not just relying everyone to structure their status updates individually on each of their projects.

Hi Orsi. I feel like this a missing piece too. We have several R&D projects and all ending projects are evaluated by some easy questions. If any project leader starts a new project and picks a project draft, it would be very helpful for them to have the some questions catalogue already implemented, whenever they change the status update to ā€˜finishedā€™.

Ditto to other requesters here. We have many projects across the organization and are doing the groundwork to get users to update at a regular frequency. People looking at the updates want to see the information laid out in a similar manner each time and ā€œkeeping the work in Asanaā€ means we shouldnā€™t have to grab a word file to set it up each time a new project is created.

I also agree with everything listed here. We are trying to standardize the questions asked in our Status Updates, but the view I establish is not viewable by my staff. Looking forward to an update to be inclusive of this.

I agree ā€“ disappointed this isnā€™t already a feature

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I would also love to see that feature.

@Emily_Roman Is there anything like this in your backlog with a priority that gives us hope that this proposed feature will be in an upcomming release?

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Another vote here!

Upvoting although I donā€™t see where this has been added. Looks like itā€™s been a while since itā€™s discussed. We really need to think about flexibility of the product. Each field / a template should be customizable by the admin or org owner and be cascaded down to other project in the group that person is running. The competition has the ability to do this easily.

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Another vote here!