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At Delegate, day after day we help clients solve problems.  From something as elaborate as transitioning to a new email provider or something as simple as figuring out how to check mail when you're never home, we are here to troubleshoot complexities and take action to help.  

 
We've begun compiling these scenarios into what we call our "Solution Studies." These are short, tactical solutions that our team has deployed to help our clients.  We are always adding to this database, but below are some of our faves that might be helpful to you!   Enjoy!

Copy Asana from Workspace to Workspace

Posted by Emily Morgan on Feb 14, 2019 12:54:19 PM
Emily Morgan

The Problem

Our client, a busy entrepreneur, was using Asana for task/project management for several clients in multiple workspaces. He had a very elaborate client management project template that he wanted to duplicate into another workspace, but could not find a way to do so without manually adding each task. Our mission was to find a way to make this Asana project duplication happen for the client.


The Solution

After researching all of Asana’s vast capabilities, we found that there was a limitation in terms of copying from one workspace to another while maintaining all formatting of task sections, and we ran across this amazing tool. This tool automatically duplicates projects and/or tasks from one Asana workspace to another. We’ll admit, we were a little skeptical at first, but after testing it out, we discovered that it works like a dream and we have used it time after time with no issues whatsoever.

Get the Solutions You Need Now! CLICK HERE

The Result

Now our client is able to duplicate client management projects from one workspace to another with ease. It has saved loads of time for us, and for the client, as no one has to manually add each task to the project.

 

How We Helped

Our team simply followed the step-by-step instructions on the site by logging into asana and directing the app to copy the template from one workspace to another. We performed a quality check to ensure that all tasks were copied over correctly and then we went to work assigning the tasks to the appropriate team members. Don’t you just love automation? We sure do!

 

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Topics: strategic support team, Productivity, small business, remote support, For Entrepreneurs, Entrepreneurs, asana, task management, remote support options, delegate tasks, delegation process, project management, small business owner, organize

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