Create and use Asana templates

If your team has projects and work they repeat, you don’t need to recreate those tasks and projects in Asana every time. Whether you create your own custom template or use an Asana-created template, it’s easy to save templates you don’t have to start from scratch or miss any steps.

Quick Asana templates demo walkthrough

Create custom templates

Create custom templates for common workflows and projects to save time on future project setup and ensure that everyone is following the right processes. You can update these templates as you refine your processes and learn from past projects.

Create a new custom template:

  1. Create a new project (or duplicate one you already have and clean it up) to capture a sequence of tasks your team completes regularly. Make sure you have all the task details ready to go. For example, you can pre-assign tasks with due dates and attachments (the due dates will auto update based on the project start/finish date you set when you use the template).
  2. Once you’ve made the project template, click the project header dropdown, and select Convert to a Template. Make sure to not delete or archive the project.

GIF of saving an Asana project as a template to copy for subsequent projects then accessing it again

Use a custom template:

  1. To use your templates, create a new project by clicking the + button in the top bar.
  2. Click the Templates tab in the new project screen. Your custom templates will be organized by team in a tab with your organization's name.

Use Asana-created templates

If you want to save even more time or need help getting started, check out our Asana-created templates. Our pre-made templates help you set up a variety of workflows that you can further customize to meet your team’s needs.

GIF of accessing asana templates to create a project

To use Asana-created templates, you'll follow the same steps above, but stay in the "General templates" tab. You can use the team dropdown to browse all the different templates by team.

Create template tasks

You can also duplicate tasks that have repeatable workflows.

Duplicate a task and select the fields to copy over to your template task

  • Use "template" or "duplicate me" in the task name, so it’s easy to find using search and so nobody accidentally modifies it.
  • Duplicate the task by clicking the ... button in the top right corner of the task, then selecting Duplicate task....

Examples

Here are a few examples of where you could duplicate a task:

To make a template task library, create a "template" tagtagUse tags to mark tasks or group together similar tasks.Read more. Tag all of your template tasks, then starstarUsers can star projects, people, tags, or custom search views to easily access them in the sidebar.Read more the tag, so the list is accessible from your sidebarsidebarUse the sidebar to navigate to the dashboard, starred items, projects, and teams. The sidebar can be collapsed.Read more later.

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