Hello, I would love to be able to make use of the variables in a template project. Specifically I would like to be able to add [PROJECT NAME] to the task name.
I just created a project board (RESOURCE MANAGEMENT) for a team and was able to use variables through rules, and loved it. I was hoping to do something similar with a template project (X-DEPT PROJECT TEMPLATE) but it seems they only work with rules. My use cases are below:
RESOURCE MANAGEMENT Rule
When due date is approaching (30 days), check custom field for (Reviewer type=Sales); create a task “Sales Reviewer for [Task Name]” (with description @Task). The task name and task url/@mention are added using variables and refer back to the task that triggered the creation of the new task, for example “Sales Team SOP”
This creates a new task called “Sales Reviewer for [Sales Team SOP]” with the “Sales Team SOP” task linked in the description of this new task.
This has a couple of benefits for us. First, one person might be assigned to several of these auto-populated tasks. Let’s say I am assigned
“Sales Reviewer for [Sales Team SOP]”
“Sales Reviewer for [January Meeting Deck]”
“Sales Reviewer for [2025 Strategic Plan]”
Including the relevant name helps visually track what is what. Secondly, these tasks are assigned to many different teams and those teams have various boards where they like to see what colleagues are working on. So “Sales Reviewer for [Sales Team SOP]” can be in RESOURCE MANAGEMENT as well as SALES TEAM WORK. Again, indicating what specifically the work is makes it easy to understand with a quick glance vs seeing 3 tasks that all say “Sales Reviewer”.
Beautiful, works perfectly, I love it!
X-DEPT PROJECT TEMPLATE
We have a template that we use for all x-departmental projects. The template includes tasks for each team member along the lines of
“Sales team member” - assigned to Sales team rep
“Program team member” - assigned to Program team rep
“Operations team member” = assigned to Operations team rep
(As an aside, I know there are other Asana functionalities that may be better suited to indicating who is working on what but at present this is the company’s preference for organizing this information)
I was hoping that I could edit the project template to have each of those tasks include the project name for the same reasons I listed above. For example,
“Sales team member [Toolkit Workgroup]”
“Program team member [Partner Approach Workgroup]”
“Operations team member [Design Learning Project]”
But for the moment we have to do that manually once the board is created, which is not a huge deal but feels like something that could be automated. Very open to any other suggestions or workarounds people might have!
Thanks