We setup one of our projects to use as a request queue. When team members fill out the form for that project a task gets added to the project. Some of these requests/tasks require for them to be converted into a project.
It would be great if in the process of converting a task into a project we were given the option to use one of our existing project templates. Currently we end up with a blank project and need to manually add tasks.
Please let me know if this already exist.
Hi @Tadeo_Gonzalez, welcome to the Asana Community Forum
Thanks for this feedback. Improving Project Templates is one of our Product team’s top priorities and we may have some updates coming in the near future
I’ll keep you posted and let you know of any news here in this thread!
Hi all ,
Same thing, when a task move to a certain spot when it’s time to give it it’s own project, it would be great to select a template to apply when converting into a Project.
At the moment we can either convert the task into a project and no template applied or have the template but miss all the previous items that were in the Task.
I have given my user a workaround: add the task into the new project created from the template.
but it would be great if we could:
- Apply template on a project or
- convert into project using Template.
It’s now possible to convert a task to a project using a project template!
Just click the three dot menu and scroll down to Convert to where you’ll have the option to select Project > Use a template!