IT project plan template

Your IT team has a lot on their plate. Between software deployments, managing equipment requests, and onboarding and offboarding employees, IT is responsible for business-critical operations that empower teams across the entire enterprise. 

With so much to manage, it's easy for work to slip through the cracks, leading to missed deadlines and pushed timelines. To connect teams and keep track of work, you need a single place to manage IT work—one that’s scalable and doesn’t compromise security. 

That’s where Asana comes in. Asana’s free IT project plan template keeps all your IT work in one central location, so you can easily and securely communicate across teams. Plus, Asana integrates with your existing tools, so you can stop worrying about losing track of work—and start getting it done.  

What is an IT project plan?

An IT project plan houses all the details of in-progress and upcoming IT initiatives. With an IT project plan, it’s easy to organize and stay on top of IT work across teams, like managing IT requests and streamlining employee onboarding. 

What is an IT project plan template?

An IT project plan template is a reusable framework to house your plan for incoming and upcoming IT work. Asana’s IT project plan template helps keep your IT teams on track by storing processes in one place. Plus, our IT project plan template lets you track crucial information—like approval status, due date, assignees, and priority—so you always know what’s next on the docket. 

How do I use Asana’s IT project plan template?

Using Asana’s IT project plan template is simple. First, make a copy of the template and rename it to align with the IT work you’re tracking—for example, “IT Work for FY23.” Then, customize your template further by:

• Tailoring project permissions to your organization, so you can ensure the right people have access to the right information—and your project doesn’t compromise privacy or security.  

• Organizing your template into sections that align with the stage of the work (“not started,” “not approved,” “in progress,” “completed”) or the priority of the work (“low,” “medium,” “high”). 

• Adding tasks to each section to highlight the work your team needs to complete, such as “order new laptop chargers” or “deploy system-wide update.” 

• Assigning tasks to the team member responsible for task completion and adding an actionable due date to each task, so everyone is on the same page about what needs to be done by when. 

• Using product features like forms and automated rules to easily manage income requests and reduce manual work. 

• Integrating your project plan with existing business tools, so your team can work together seamlessly in one secure system of record. 

What are the benefits of Asana’s IT project plan template?

Our IT project plan template lets you assign, coordinate, and view in-progress and upcoming IT work all in one place. With Asana’s IT project plan template, you can:

• View all your upcoming IT to-dos in one place.

• Categorize work by priority and status to keep your team aligned.

• Give your team a single system of record for all IT tasks, so they know where to get the information they need to get their work done.

• Provide project managers with a high-level overview of where work stands.

• Communicate with team members in one central place. 

• Spot timing conflicts and at-risk work before it’s too late, and shift resources and deadlines accordingly. 

• Quickly view important task information, such as assignee and due date, so you know resources are allocated correctly. 

• Track the status of all IT project tasks, such as ordering equipment, managing software updates, and helping with employee onboarding. 

• Integrate with your existing business tools to create one single system of record.

• Connect work and streamline IT processes across teams without compromising security. 

Integrated features and recommended apps for Asana’s IT project plan template

Asana’s IT project plan template integrates with your existing tools and apps, so your whole team can work together securely and seamlessly. 

Integrated features

1. Board View. Board View is a Kanban board-style view that displays your project’s information in columns. Columns are typically organized by work status (like To Do, Doing, and Done) but you can adjust column titles depending on your project needs. Within each column, tasks are displayed as cards, with a variety of associated information including task title, due date, and custom fields. Track work as it moves through stages and get at-a-glance insight into where your project stands.

2. Custom fields. Custom fields are the best way to tag, sort, and filter work. Create unique custom fields for any information you need to track—from priority and status to email or phone number. Use custom fields to sort and schedule your to-dos so you know what to work on first. Plus, share custom fields across tasks and projects to ensure consistency across your organization. 

3. Forms. When someone fills out a Form, it shows up as a new task within an Asana project. By intaking information via a Form, you can standardize the way work gets kicked off, gather the information you need, and ensure no work falls through the cracks. Instead of treating each request as an ad hoc process, create a standardized system and set of questions that everyone has to answer. Or, use branching logic to tailor questions based on a user’s previous answer. Ultimately, Forms help you reduce the time and effort it takes to manage incoming requests so your team can spend more time on the work that matters.

4. Automation. Automate manual work so your team spends less time on the busy work and more time on the tasks you hired them for. Rules in Asana function on a basis of triggers and actions—essentially “when X happens, do Y.” Use Rules to automatically assign work, adjust due dates, set custom fields, notify stakeholders, and more. From ad hoc automations to entire workflows, Rules gives your team time back for skilled and strategic work.

Recommended apps

1. ServiceNow. Reduce manual work for IT teams working in ServiceNow by automating task creation in Asana and providing cross-platform visibility into real-time status and context. Internal-facing service teams that use ServiceNow to track and manage employee tickets often receive requests that require actions outside ServiceNow, like fulfilling hardware requests, or responding to a payroll question. This integration makes it easy to connect ServiceNow to actions and updates taken in Asana.

2. Microsoft Teams. With the Microsoft Teams + Asana integration, you can search for and share the information you need without leaving Teams. Easily connect your Teams conversations to actionable items in Asana. Plus, create, assign, and view tasks during a Teams Meeting without needing to switch to your browser.

3. Google Workplace. Attach files directly to tasks in Asana with the Google Workplace file chooser, which is built into the Asana task pane. Easily attach any My Drive file with just a few clicks.

4. Dropbox. Attach files directly to tasks in Asana with the Dropbox file chooser, which is built into the Asana task pane.

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