Bundles

Available on Asana Enterprise and Enterprise+ tiers, as well as legacy tier Legacy Enterprise.

Visit our pricing page for more information. 

Bundles are any combination of rules, fields, sections, and task templates that can be applied across multiple projects at once. Every time you edit or update a bundle, these changes will be reflected in all projects using that specific bundle. With bundles, you can standardize processes at scale, saving time and maintaining consistency.

How to create a bundle

how to create a bundle

To create a bundle:

  1. Navigate to your project and click the Customize menu
  2. Click Bundles
  3. From here you can click + Add bundle to create your own bundle or use one from the bundles gallery, or you can click Generate bundle from project to create a bundle using the project’s existing workflow.

Creating your own bundle

create your own bundle

To create your own bundle:

  1. Click Create bundle
  2. Add a name and a detailed description of the bundle
  3. Add sections to organize the tasks into stages, categories, etc.
  4. Add custom fields to track what matters
  5. Add rules to automate your project or process
  6. Add task templates to standardize tasks
  7. Click Continue
  8. From the Dashboard tab, you can add the bundle to any project

All bundles you create will automatically be added to your organization’s shared bundles gallery.

To easily find bundles in the future and maintain consistency in your domain, use a clear naming convention (i.e., [Team A] _ Intake flow) for each team’s bundles. Include a concise description for the bundle so others know how to use it.

add field

Note: The custom fields you create can be global or local to the bundle, which allows the field to be used on all projects the bundle is on but is not added to the fields library.

Generating a bundle using your project’s workflow

You can create a bundle using your project’s workflows. In other words, it will copy all the existing sections, fields, rules, and task templates the project already has. However, this option will be turned off if items in your customize menu are broken or won't show if a bundle is already attached to the project.

extraction

Note: Adding the same project from which a bundle was generated may create duplicate sections, rules, or task templates on that one project. Please remove the original items if you’d like the bundle to manage the workflow on the current project.

How to apply an existing bundle

apply bundle and filter.gif

To apply a bundle:

  1. Navigate to the Customize menu
  2. Click +Add bundle
  3. Explore the bundles gallery. Use the filter and search option at the top to search within the bundles gallery.
  4. Select the relevant bundle and click Add to project.
applied bundles

All applied bundles will appear in the customize menu.

Note that currently, bundles cannot be duplicated.

Applying a bundle to multiple projects at once

You can apply a bundle to multiple projects using the + Add to projects button.

apply to multiple projects

To apply bundles to multiple projects:

  1. Select the bundle you want to apply
  2. Navigate to the Dashboard tab
  3. Click + Add bundle to projects button and start adding the projects
  4. To remove the bundle from a project, click the three dot icon next to the project’s name and click Remove bundle.

Applying bundles to projects in portfolios

You can apply a bundle to all the projects within a portfolio at once using the + Add to my work button from the bundle dashboard. This will allow you to apply the same bundle to multiple projects across the portfolio.

How to apply a bundle to a portfolio.gif

To apply a bundle to a portfolio:

  1. Navigate to a project, click Customize, and select Bundles
  2. Select the bundle you want to add to the portfolio
  3. Click the Dashboard tab
  4. Click +Add to my work
  5. Scroll down to find the portfolio or type the portfolio’s name
  6. Click Add bundle to projects

The projects will successfully add to all the projects in a portfolio except for the scenarios below:

  • Nested portfolios. Bundles need to be added to nested portfolios independently.
  • Private projects you don't have access to
  • Projects that already have this bundle
  • Projects you're a member of with the following permission levels: Commenter, Viewer
  • Projects where only project admins have permission to customize the project
  • A project that has hit the max limit for the number of bundles (5), rules (50), fields (100), or task templates (50) it can have

How to update an existing bundle

From the bundles gallery, you can click on any existing bundle and see a preview of it.

preview

Editing an existing bundle

edit a bundle

To edit a bundle:

  1. Select the bundle you wish to update or edit
  2. Click Edit to make updates to any or all of the workflow features (rules, fields, sections, task templates, etc.) within the bundle as needed
  3. Click Continue
  4. Click Apply changes to bulk update all projects using the bundle

All projects using the bundle will automatically reflect the changes, enabling you to update multiple projects at once.

Note: To edit a bundle you must have the appropriate permissions.

errors

If any of the elements of the bundle is not working properly, for example, a rule is broken, then the bundle will fail to update. This will be visible under the Status section of the Dashboard tab.

Draft mode

A bundle admin or editor can draft changes in a bundle without having to publish these changes right away. Once the bundle admin or editor decides to publish these updates, the updates will apply to all projects using that bundle.

draft mode

To draft changes:

  1. Navigate to the Customize menu and click the bundle you want to update.
  2. Click Edit to start making changes to the bundle.
  3. After making changes, you can leave the bundle by clicking Back in the top left corner, or by clicking the x in the top right corner. Your draft will be saved, but the bundle won’t be updated until you click Apply changes.
  4. When you’re done drafting changes, click Continue and Apply changes.
  5. Once you click Apply changes, you will see how many projects using this bundle will be updated.

Note: Projects added from the dashboard before Apply changes is clicked will receive the pre-updated version of the bundle.

Bundle permissions

You can add multiple members to a bundle. There are two types of permissions for members; Admin or Editor. Admins can add and remove bundle editors, modify everything editors can do, and delete the bundle altogether, not only bundle content. Editors can add, edit, and delete content or customize the bundle.

Note: Bundles can be updated by the bundle creator at any time.

permissions

To add members to a bundle:

  1. Select the bundle
  2. Click on the avatar under Managed by
  3. Add members by name or email
  4. Choose if you want them to be an Admin or an Editor
  5. You will see their avatar under the Managed by section
  6. To remove a member, click on the drop-down and select Remove from bundle

 

Sharing a bundle

You can easily share bundles using their shareable link. Sharing this link lets others quickly add bundles to their projects from the bundle's dashboard.

sharing link.gif

From the Preview tab, click the Share button and click Copy link.

Managing and limiting access to bundles

Bundle admins can determine who can access and use their bundles, allowing them to protect sensitive information. 

limiting access to bundles.png

To manage permission settings, click the Share button on the bundle's preview page and navigate to Distribution. From here, you can choose between Limited distribution and Available to [Organization name]

With Limited distribution, only people added to the bundle can access and apply it. If you choose Available to [organization name], anyone in the organization can access and apply the bundle to their projects. You must have access to the bundle and appropriate project-level permissions to apply it to your projects or remove it from them. 

Note that bundles set to limited distribution will be viewable by project members with the appropriate project-level permissions.

FAQ

How can I access bundles?

You can access bundles from the customize menu.

This feature is available for all Enterprise customers. If you need to upgrade your plan, please contact Sales.

What’s the difference between bundles and workflow builder?

Bundles are meant to be used together with workflow builder. Bundles enable you to standardize work in Asana by packaging together sections, rules, fields, and task templates and applying them to multiple projects. Workflow builder can help you visualize these processes, and see how individual features map to various stages of the project.

What’s the difference between bundles and project templates?

Bundles make project templates better, because they’re even easier to apply to multiple needs at once. Like project templates, bundles enable you to standardize work in Asana, but are even more flexible in usage. They enable you to make updates to future projects and processes as well as any current, in-flight projects or processes with a simple click. Think of bundles as a way to boost team agility.

What features can I add to a bundle?

You can currently add sections, rules, task templates, and fields to bundles.

Who can edit a bundle?

Only users with the admin or editor permissions on a bundle can edit that bundle.

What is the difference between the bundle admin vs. bundle editor vs. bundle user? 

  • A bundle admin can edit and apply the bundle to projects, as well as edit the permission settings and delete the bundle entirely
  • An editor can edit and apply the bundle to project
  • A user can only apply the bundle to projects

How do I use the bundles gallery?

When you’re ready to create a bundle, you can create one from scratch or select an existing bundle from the gallery. The bundles gallery can be filtered for the bundles you specifically own or have created in the past.

Who can view the bundle in the gallery? 

Viewability of the bundle depends on whether the bundle has been set public / “available to the entire domain” or to “limited distribution,” enabling select users to apply the bundle to projects. When viewing, be sure the filters selected are as intended.

Who can change the privacy or viewability of a bundle?

Only bundle admins can change the permission settings of a bundle.

How many bundles can you add to a project?

You can currently add up to 5 bundles per project.

Can you duplicate a bundle?

No, you cannot duplicate a bundle.

Can I move rules, custom fields, sections, etc. from an existing project into a bundle?

Yes, you can save a copy of all the customize menu features (rules, fields, task templates, etc.) within a project into a bundle that can then be applied across other projects.

Can you control the ordering of the sections in a bundle?

When you first create your bundle, you can choose the order of your sections and fields. When you edit an existing bundle, the new sections will be added to the top of the project and new fields to the far right. However, you can drag and drop these sections and fields to re-organize them.

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