Create workspace-level customizable presets for custom fields
mboyadjian
It would be nice to have the option to create workspace-level presets, as well as permissions for the presets. E.g) Templates can be edited by a team, or they can be locked by the person who created them.
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Narek Zograbian
Merged in a post:
Ability to share tags/status/priority across projects
t
taylorkayln
Is it possible to make Folder level tags/status/priority that can then be used in each project within that folder so that you don't have to go in and add the same statuses and priorities etc to each project manually, instead you can create them once at the folder level and they're available to any projects within that folder.
Narek Zograbian
Merged in a post:
Create Status Templates
mboyadjian
It would be great if we could create status templates and save it across projects and workspaces! Please see example below.
Narek Zograbian
Merged in a post:
⏹️ Custom Fields Templates
jack-s
Ready-made custom fields Templates.
Eg.
- Contacts
- Products
- Orders
- Offers
- Stock cards
- Stock reservations
Inspiration
Narek Zograbian
Hey jack-s! Where would users access these templates from? Do you see users having custom templates? Should templates apply to workspaces or account-specific?
jack-s
🤔
Workspaces
Narek Zograbian
jack-s: Who would have access to modifying these templates?
jack-s
Maybe there should be permissions for this.
🤔
Certainly the owner, editor (possibly if it was possible to change the permissions).
Narek Zograbian
Hey Mariam! Could you expand on your use case? It helps our engineering team with prioritization and implementation.
mboyadjian
Narek Zograbian Hey Narek, sure I can provide an example. Below in attachment 1, you can find 2 sections. One section is called "Recommended" which includes templates that Asana has created and has recommended based on my Asana use cases, and then below that we have "Custom templates" that were created by my team members or myself.
Now for these custom templates, there are 2 ways to go about this.
1 - visible to the entire team and it is editable, or
2 - it is available to the entire team but it can't be edited
Now a 3rd great use case would be
3 - a custom template that is only visible to you for personal tasks
In attachment 2, you can see a customizable field template. In the section boxed off in red, you can see there is an option to add this to a "field library." If it is added to a library, others can view it in the templates as well across the workspace if it was made editable and public. You can find more information about templates here in Asana's help article: https://help.asana.com/hc/en-us/articles/14100359816091-Project-templates
Let me know if this makes sense.
Narek Zograbian
mboyadjian This was helpful! It seems like there are two levels to this:
- Personal Template available only to you
- Workspace Custom Field Template available to everyone in the workspace
The second option seems to be limited by permissions—you either can or can't edit the templates.
The only difference here is that our custom fields are at the project-level right now and don't have a global preset available for the entire workspace.