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- Create a project from a template
- Edit project details
- Premium templates with custom fields
Asana-created templates make it fast and easy to add new workflows into Asana. By using these templates, you can also follow our suggested ways of tracking your work in Asana, and further customize the projects to match your team’s needs. With Asana templates, you don’t have to build workflows from scratch. You can set up projects to track your work perfectly from the start.
Create a project from a template
Creating a project
- Click the orange Omni Button in the top bar
- Select Project
- Or, click the + button under your “Recent Projects” on your Homepage
Choose your template
Select a template from the exisiting Asana templates or choose a template from the General templates tab.
Preview an Asana template to see what it looks like and how you could use it. Then, click Use Template when you’re ready to create it.
Using a form as a template
Use a form template to consolidate your team’s creative requests into a clear picture of suggested workflow.
How to create a form template:
- From Choose a project template click on the Creative Requests icon
From here you can build a Creative Requests Form template where all your work requests can be captured, tracked and evaluated.
- Click on Use Template
When you select Use Template, you’ll be able to rename the template and get started with your new project in form template.
Edit project details
Next, you have the option to rename the template, and choose which team the project should go in. You can share the project with your team, or make it private to project members. Click Create Project when you’re finished. Initially, you may want to make the project private so you can customize it to best fit your workflow before making it public to the team.
If you have a recurring workflow, you can make your own template and then copy the project each time you need to use it.
Next, you’ll want to customize the project to fit your team’s workflow.
Edit the project to fit your workflow
Once your template is created, we recommend reading the instruction task at the top of the task list before using or making any changes to this template. This task is marked clearly with “[READ ME]”.
The template tasks in the project represent suggestions and placeholders to give you an idea of how to use the project. You can edit the sectionssections Sections let teams organize your task lists. Divide projects or My Tasks list based on category, workflow stage, or priority. Read more and taskstasks Tasks are the basic unit of work in Asana. Tasks can represent any kind of work, break down work into smaller pieces, or store information. Read more as needed to make this project fit your needs.
Free and Premium templates
Asana Onboarding and Meeting Agenda are free templates that any Asana user can create.
The following templates are only available to Asana Premium users:
- Company Goals & Milestones
- Event Planning
- Product Launches
- Editorial Calendar
- Bug Tracking
- Candidate Tracking
Premium templates with custom fields
To manage custom fields, click the project actions dropdown, and select Manage Custom Fields. You cannot edit Asana template fields, but you can always add new fields or remove them. Like all custom fields, once created, you can use them across all Asana projects.