Finance templates

The most organized finance teams are also the most efficient. Templates provide that organization, so your team can accomplish more, faster. With a clear outline, anyone can move through financial workflows without missing a single step.

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With Asana, we have built a unique workflow that allows us to fully automate our investment evaluation steps to find the best startups to fund.”
Ecem AltiokInvestment Director, Yildiz Ventures

Reduce errors (and increase efficiency) with automation

Templates do more than provide a structure for workflows. In Asana, you can also automate specific tasks, dependencies, or assignees. Build more efficient—and effective—processes while reducing the potential for human error.

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Tracking, reporting, and analysis…together at last

Bouncing from spreadsheets to emails and back again, all while trying to keep records accurate… sound distracting? It is. With Asana’s 260+ app integrations, you can keep all of your tools in one centralized location.

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Make finance fun again

With Asana templates, you can support your finance team's most crucial work in a simple, user-friendly format.

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Finance templates

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City of Providence recruiting pipeline template banner image

City of Providence recruiting pipeline template

Use this template from the City of Providence to track job candidates through your recruiting pipeline—from resume screens to employee onboarding.

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Stride client account management template banner image

Stride client account management template

See how Stride optimizes account management, and use their template to centralize info, track action items, and maintain customer relationships.

Gambar banner templat rencana operasional

Templat rencana operasional

Pelajari cara tim operasi Asana menggunakan proses standar untuk menyederhanakan perencanaan strategis—terlepas dari berapa banyak pemangku kepentingan yang terlibat.

[Templat] Proses Desain Web (Gambar kartu)

Proses desain web

Coba templat ini untuk menyederhanakan proses desain web dan menyamakan informasi yang diterima desainer dan developer, sekalipun lintas-alat.

Weekly schedule template banner image

Weekly schedule

Don’t just track your weekly to-dos. Organize and schedule your tasks so you can always get your highest-impact work done. Learn how to create a weekly schedule template in Asana.

Knowledge management template banner image

Knowledge management

Create a knowledge management template and ensure that every team member prioritizes and organizes information the same way.

[Templat] Perencanaan acara (Gambar kartu)

Perencanaan acara

Koordinasikan acara Anda berikutnya menggunakan templat perencanaan acara gratis Asana. Rencanakan anggaran, lakukan kolaborasi, dan lacak tugas acara di satu tempat.

Program roadmap template banner image

Program roadmap

Create a program roadmap template and know the exact structure of each program, how they operate, and their future plans—company-wide.

Gambar banner templat perencanaan tahunan

Templat perencanaan tahunan

Tetapkan gol yang jelas dan rampingkan proses perencanaan Anda—jadi semua tingkat perusahaan sepemahaman tentang hal yang penting.

Gambar banner templat manajemen program TI

Templat manajemen program TI

Dengan lanskap digital yang terus berubah, tim TI sangat diminati. Pelajari cara tim IT Asana menggunakan proses standar untuk memaksimalkan efisiensi.

Gambar banner artikel templat perencanaan strategis

Templat perencanaan strategis

Saat Anda meluncurkan produk baru, tim, atau bahkan bisnis baru, templat perencanaan strategis membuat Anda tetap fokus pada tugas.

Gambar banner artikel templat papan kanban

Papan kanban

Visualisasikan alur kerja Anda dengan templat papan Kanban. Lihat tahap dan progres setiap tugas dengan cepat, jadi tim tahu persis pekerjaan yang sesuai rencana dan yang membutuhkan perhatian.