I would love to see {variables} for project templates! This would allow for automated project creation. The key question here is what would populate those variables. If it were possible to have those variables be read by Zapier, than that question is solved. This would be a massive, massive time saver for our organization. Right now, we have many project templates for different uses, but the problem is that there is always a deep level of customization that has to happen to each template. If those variables could be populated by Zapier, then we could create 100% customized projects from the get-go, based off data in a Google Sheet or, even better, data from AirTable in our client database.
Curious to hear yāalls use cases if there were variables in templates!
Sure. Just the kinds of things mentioned in the post (data from Google Sheets, or AirTable). More specifically, populating task names with the appropriate clientās name, having different tasks be assigned to the right people automatically (based off data in AirTable for example).
From a big picture standpoint, the goal is to cut down project creation/customization time. If we were to sell a new photo/video project for one of our clients, the first thing we do is create an Asana project. However, if variables existed, we could instantly create a project that is customized perfectly to that client, their name, the tasks they need in their project, and who gets assigned those tasks.
No, I havenāt found a true workaround. However, you could at least do the following to help you whenever you create a project from a template:
In your Asana template, use placeholders inside parenthesis as a reminder of all the places in the generated template that you need to insert updated values. For example, hereās a task name: (Client) Onboard Facebook Ads. That task name visibly reminds me that I need to replace (Client) with something likeā¦ (ABC Roofing) Onboard Facebook Ads.
I would love this as well. I use a project template for our annual performance review process for the team. Basically three milestones/team member:
*set goals
*mid-year review
*end-year review
In each title, I would love to have the template change the fiscal year (FY) and the name of the individual using a variable in each milestone, task, and sub-task.
Right now, I create a new template from the last FY, and have to do the manual changes, which takes awhile for about 20 staffā¦
I would love to see this as well. Currently I put what would be a variable inside brackets so I see them at a glance and update them manually, but with many projects are nearing a hundred tasks and subtasks automating that would be such a time saver.
The Zapier/Airtable plugin is interesting, but even if we could just create variable during the template setup process, then update the variable during template use that would be huuuuge! Basically like the new ārolesā feature for templates.
I decided to scratch my own itch, and created a tool that does this. I use it and it works very well for me. Try it out and if you like it let me know https://varsana-app.netlify.app
Not in the way itās currently setup, not that I can think of anyway.
To understand, you would want to repeatedly update the same variable in the same task? I do wonder if my use of the term āone time useā in the FAQs is a little unclear, since you can use the same variable over and over again, across many different projects and/or at different times, but once you update a specific instance of it in a specific task, that one instance cannot be re-updated.
I also need this functionality in Project templates. We use Asana across the marketing department, and I work specifically with the Digital team to make web updates/post new pages.
If I could have a variable to include the Project name before the āArticle Published / Liveā task, this would enable us to view the new content on a calendar view and it actually make senseā¦
Currently we just have a ton of āArticle Published / Liveā tasks in this calendar, which does not help give a quick birdsā eye view of new content available - only shows that weāre a busy group.
Right now I need to manually edit them to handoff demo: <project name> so that we can tell which is which in the sprint project and in workload report.
I think is would be great if when we set up a Project Template in Asana, we can also set up custom āTemplate Fieldsā. What I mean by this is not the current custom field setup, but rather some fields you fill in when you use the template that will update the description of the template tasks.
For example, if I have a project template to add a new branch to our organization, one of the Template Fields could be āBranch Nameā. Then, in the task descriptions, I can put a field identifier like &BranchName, and the task description would be created with the actual branch that I put in that Template Field.
I.E. I have a task āPurchase Furniture for &BranchName Branchā in the Project Template, and I set the Branch Name field to āRiver Heightsā. When the project is created from the template, the final task name will read as āPurchase Furniture for River Heights Branchā.
My apologies if something like this already exists. I couldnāt find anything on it, but I think it would be a great addition to Asana standard functionality if it does not. (I also assume thereās some addon that might allow for this, but Iām still going to suggest this for standard Asana functionality.)
@ThomasM, Iāve merged your post into an existing topic where you can click the title to scroll to the top and vote by clicking the purple Vote button.
Is Varsana still working? I used it successfully a few months ago (so helpful!), but now when I try to sync a new project Iām getting an error message that the link is either broken or the website doesnāt exist.
Would love to see this feature as well. It is much easier for my team if they can see what the task is related to rather than having to look around for the project name. Ex: [Title] Web Images. I can kind of get around this with rules to edit the title but the problem is Iād need to change the trigger before using the template every time? Thatās the only way I can figure to get it set up.
I could really use some help with Asana. Iāve set up a project template for onboarding new employees, but Iām running into a challenge with task names. Ideally, Iād like to add variables to the task names without using rules, but I canāt quite figure out how.
For example, letās say Iām onboarding someone named David. The project name would be āDavid Onboarding,ā and Iād want the tasks to reflect that. So instead of a task just saying āCreate G-Suite Account,ā it would be something like āCreate G-Suite Account - David,ā so the team knows theyāre setting it up for David specifically.
The only workaround Iāve come up with so far is to set up the project template, create rules for each section, and then have a task template with the employeeās name that adds subtasks with the variable. But this feels like a bit of a long and complicated process.
Has anyone found a better or simpler way to do this? Iād really appreciate any suggestions or feedback! Thanks in advance!
