Finance templates
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Financial planning and execution relies on sequential processes. When you create an Asana template, you can include every piece of important workflows. Then trust that whoever uses your templates knows the exact steps they need to take to get the job done.
Templat analisis kompetitif
Semakin banyak informasi Anda tentang kompetitor, akan semakin baik strategi Anda. Templat analisis kompetitif menggunakan pendekatan berbasis data untuk melihat secara akurat perbandingan antara bisnis, produk, dan fitur Anda dengan kompetitor.
Rencana penjualan
Templat rencana penjualan dapat membantu memberi tim Anda kerangka kerja yang tertata untuk menetapkan gol penjualan. Pelajari cara melakukannya dengan Asana.
Matriks RACI
Pengambilan keputusan tim bisa menjadi sulit—templat matriks RACI memudahkannya. Tentukan setiap peran tugas proyek untuk meningkatkan kejelasan secara cepat bagi semua pemangku kepentingan Anda.
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.”
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.
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.
Okta
Salesforce
Microsoft Office 365
Outlook
Google Workspace
Zoom
Microsoft Teams
Looker
PowerBI
Tableau
Make finance fun again
With Asana templates, you can support your finance team's most crucial work in a simple, user-friendly format.
Finance templates
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.
1:1 meeting
Build trust and encourage collaboration with a 1:1 meeting template. Keep track of agenda items, meeting notes, and next steps in one place.
Podcast planning
Podcast planning templates keep you organized so you can focus on creating—and delivering—better episodes. Learn how to customize one template for all your podcast needs.
Change request form
You can’t predict change, but you can plan for it. Get the information you need to execute changes, so you can stay adaptable no matter what happens.
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 Kartu [Contoh Perencanaan Gol Tim]](https://assets.asana.biz/transform/89ea0a9f-3166-4cf1-bbe3-a2067fead0f5/TG23-web-thumbnail-038-optimization-project-goals-static-2x?io=transform:fill,width:1680&format=webp)
Templat perencanaan gol dan tujuan tim
Standardisasikan dan ukur perencanaan tujuan tim Anda dengan proses yang dijabarkan di dalam templat ini.
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.
Project closure template
Endings are important. Create a project closure template to help your team tie up loose ends and finish their projects with confidence.
Project reporting
Stay on top of your project’s performance. Keep everyone on the same page about what’s been completed and where your project is headed.
Risk register template
Create a risk register template to proactively identify and solve potential roadblocks before they become a bigger problem.
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.
Program roadmap
Create a program roadmap template and know the exact structure of each program, how they operate, and their future plans—company-wide.