#Asana project management template how to#

In Asana templates, you cannot edit the template itself once saved. While you are at it, make sure you put a good and full description for the project to make sure it will be clear to all what is this going to be for.Īll done? Now go to the project header drop-down and select the 'Save as Template'. Add the task details like assignee, attachments, and task details when available.Add to it all the sections, tasks, and custom fields (if needed and if you are in a premium account).Create a new project for repetitive tasks.Creating a Template in Asana is a very straight-forward process: These type of documents are usually kept as an empty copy in a root folder, so managers can keep copying it to the new project folder whenever they need it.Īsana templates function in a similar way. They rely on them to present a new project plan document, a variation request document, a profit and loss excel sheet for new projects, etc. Typically, most organisations use templates such as a Word file, an excel sheet or even a PowerPoint slide.

#Asana project management template how to#

How to Create your Asana Project Template? This saves a lot of time as you don't need to use outdated spreadsheets, lengthy email threads, and lengthy meetings but boost productivity with simple, intuitive templates.

Using Asana templates, you can easily create projects and tasks with checklists of subtasks and other key information. However, combining Asana and templates can be beneficial not just your design work but also the project management side of your business. There are many benefits when integrating Asana templates into your design workflow.