How to copy template across different workspaces

saved-template

#1

I would like to use the same custom template I’ve developed across different workspaces. I don’t see how to do this. Does anyone know how?

For context, I have the developed a template I can use across different clients. each of my clients have different workspaces. How can I use the same template for different clients?


#2

Hi @Patricia_Lawlor!

There are a few ways you can do this:

  • Copy / paste the project details (this is only feasible if you have no subtasks, descriptions or attached files)

  • Use this tool (not by Asana): https://asana.kothar.net/ to copy the project where you’d like

  • Sign up for Templana (not by Asana, made by @Bastien_Siebman ) and store the project there to be imported into whatever workspace you’d like: https://templana.com/.

:slight_smile:


#3

@Amy_Mitchell is completely right here @Patricia_Lawlor. One thing I would add if you use Kothar (https://asana.kothar.net/): your templates will be copied into your new Workspace/Organization, however, the “template” status won’t be carried over, so once you have transferred your templates, you will have to manually save them as templates again (see screenshot below). Hope this helps!