# Free Planning Templates for Projects and Work > Create a planning template for projects, sprints, strategy, resources, and more. Assign tasks, owners, dates, and dependencies in Asana. Source: https://asana.com/templates/planning.md - [Choose a planning template](https://app.asana.com/-/product_templates) - [Asana AI](/product/ai) - [Rules](/features/workflow-automation/rules) - [Projects](/features/project-management/projects) - [Smart updates](/product/ai) - [Google Workspace](/google-workspace) - [Microsoft Teams](/apps/microsoft) - [Slack](/apps/slack) - [Zoom](/apps/zoom) templates Project planning Planning Create a planning template for projects, sprints, strategy, resources, and more. Assign tasks, owners, dates, and dependencies in Asana. Project planning ## Planning templates you can customize Create a planning template with tasks, owners, dates, milestones, and dependencies. Use Asana to plan projects, sprints, strategies, capacity, resources, content, weekly work, or customer accounts, and update the plan as priorities and schedules change. ### Create templates with Asana - [Sign up](/create-account) #### Summary Asana’s planning templates include ready-made sections for goals, tasks, owners, due dates, milestones, dependencies, status updates, and approvals. Choose a project, sprint, strategic, capacity, resource, content, weekly, or account planning structure, then customize the fields and workflow for your team. Asana AI can draft the plan, rules can automate recurring steps, and everyone can update the same project as their work evolves.Most planning templates become outdated as soon as the project changes. A date moves, an approval takes longer than expected, or someone reassigns a task, but the spreadsheet still shows the old plan. The team then has to decide whether to trust the file or the actual work in progress. Asana puts your plan and the work in the same project. In IDC’s [2023 Business Value of Asana](https://www.ugap.fr/bff/bff-fiche-fournisseur-prod/api/v1/fiches/17277/documents/9238/actions/telecharger) white paper, organizations using Asana reduced average project duration from 10 weeks to 8.2 weeks. On-time delivery rose from 53% to 84%. IDC measured the Asana platform rather than planning templates alone, but the findings show the value of planning and implementing work in the same system. ## What’s included in Asana’s planning templates Asana’s planning templates offer ready-made projects for sprints, capacity, resources, content, daily schedules, monthly calendars, and customer accounts. Each template organizes tasks, owners, start and end dates, milestones, dependencies, approvals, and other relevant details. Explore Asana’s project planning templates to find the best fit, then customize it for your team. #### Choose a planning template Plan and manage your projects more successfully with Asana templates - [See templates](https://asana.com/templates) - [See templates](https://asana.com/templates) ## What is a project planning template? A project planning template is a reusable format for organizing a project’s scope, tasks, owners, deadlines, milestones, and dependencies. For example, a team planning a website redesign can use the template to map research, content, design, development, testing, and launch. Each phase includes assigned tasks and due dates, while dependencies show that developers cannot begin the final build until content and design approvals are complete. ## How to use planning templates Start with the type of work you need to plan, then adjust the template around your team’s process. A simple [work plan template](https://asana.com/templates/work-plan) might only need tasks, owners, and dates, while more complex projects may require a [work breakdown structure (WBS)](https://asana.com/templates/work-breakdown-structure) and detailed [project schedules](https://asana.com/templates/project-schedule). ### 1. Choose a project planning template Start with the decision the team needs to make. - A [project plan template](https://asana.com/templates/agile-project-plan) explains how the team will complete a defined deliverable. - A [project management template](https://asana.com/resources/project-management) organizes the tasks, owners, deadlines, milestones, risks, and approvals needed to manage the work. - A [RACI chart template](https://asana.com/templates/raci-matrix) identifies who is responsible, accountable, consulted, and informed for each part of the project. - A [workback schedule template](https://asana.com/templates/workback-schedule) plans each step in reverse from a fixed deadline. Select the most relevant template, or use Asana AI to draft one based on a goal, prompt, or brief description. ### 2. Customize the sections and fields Remove sections your team will not use. Rename project phases to match your workflow, and add only the fields necessary for sorting, filtering, or reporting. Each field adds work for you or your team, so include only those you will use. Small projects may only need owner, due date, and status, while complex workflows, such as [design project plan templates](https://asana.com/templates/design-project-plan), may require fields for creative stage, reviewer, approval status, and final delivery date. ### 3. Assign one owner and a finish date Assign each task to a single owner responsible for completion. Create [subtasks](https://help.asana.com/s/article/subtasks) when multiple contributors are involved. Set due dates for task completion. To clarify handoffs, create separate tasks for reviews and approvals rather than including them within production tasks. ### 4. Add dependencies and milestones Set [dependencies](https://asana.com/resources/project-dependencies) only when a task cannot begin until another is complete. Avoid linking every task, as this complicates the schedule and may introduce unnecessary blockers. Use [milestones](https://asana.com/resources/project-milestones) for key decisions, approvals, launches, and checkpoints. For example, in a [project calendar template](https://asana.com/resources/project-calendar), milestones highlight major dates for stakeholders without requiring them to review every task. ### 5. Track schedule changes in Timeline view Use [timeline view](https://asana.com/uses/timeline) to review start dates, due dates, task durations, overlaps, milestones, and dependencies. When dates change, update the task so the team can see how delays affect subsequent work. Asana’s [project views](https://asana.com/features/project-management/project-views) allow teams to review the same plan in multiple formats. Use the [Kanban Board view](https://asana.com/uses/kanban-boards) to track work by stage, and the calendar view to monitor upcoming deadlines. Asana keeps updates connected to the work. Its [AI task management](https://asana.com/product/ai/task-management) tools can suggest tasks, subtasks, dependencies, and status updates. Review AI-generated output before assigning work, as the team must confirm scope, owners, estimates, and approval requirements. ## Plan in Asana instead of a file that goes out of date Excel, Google Sheets, or PDF planning templates provide a useful snapshot but cannot keep pace when multiple people need to update dates, report blockers, add approval notes, or assess the impact of delays. IDC found that Asana users reduced their time spent on administrative work, email, and searching for information from 21.4 hours per week to 13.9 hours per week. An Asana case study also reports that[The Trevor Project](https://asana.com/case-study/the-trevor-project) saved 348 workdays per year after the organization centralized communication and automated parts of project coordination. Both examples cover broader use of Asana, but they show the cost of updating plans and work in separate places. Use[project management software](https://asana.com/features/project-management) to add the following functions to a planning template: - **Asana AI and AI Teammates:** Draft a plan from a goal, suggest tasks, summarize project context, identify risks, and prepare status updates. Asana’s 2025[Global State of AI at Work](https://asana.com/resources/state-of-ai-work) report found that 29% of surveyed organizations use AI for project management workflows, 28% for progress monitoring, and 23% for goal management. - **Rules:** Assign incoming work, update fields, route tasks for approval, or notify someone when a task reaches a specific stage. - **Project views:** Review the same task data in List, Board, Calendar, Timeline, or Gantt view. Contributors can focus on assigned work while project managers review dates and dependencies. - **Goals and portfolios:** Connect projects to team or company goals. Use[project portfolios](https://asana.com/features/goals-reporting/portfolios) to review project status, schedules, risks, and workload without having to request a separate update from each project owner. - **Download options:** Export project data to CSV or PDF when someone needs a file. Open the CSV in Excel for spreadsheet analysis or reporting. - **More than 200 integrations:** Connect planning work with communication, document, meeting, and development tools without manually copying every update. - [Get started with a project in Asana](https://asana.com/create-account) ## Recommended Asana integrations Connect your planning templates with the tools your team already uses. Bring conversations, files, meeting notes, and technical updates into the plan, then turn them into tasks, deadlines, and workflows without copying information by hand. - [Microsoft Teams](https://asana.com/apps/microsoft-asana-gov)**:** Create Asana tasks from Teams conversations and meetings. Use the integration when a discussion changes priorities in a weekly schedule planner or produces action items that need owners and deadlines. - [Slack](https://asana.com/apps/slack)**:** Turn a Slack message into an Asana task with an assignee and due date. Teammates can also add follow-ups to a daily planner template, comment on tasks, and mark work complete from Slack. - [Jira Cloud](https://asana.com/apps/jiracloud)**:** Connect Asana tasks with Jira issues when a project includes engineering work. Product, marketing, and operations teams can follow related progress in Asana while developers update technical work in Jira. - [Zoom](https://asana.com/apps/zoom)**:** Create and assign tasks during Zoom meetings. Use the integration when decisions, requests, and next steps from a call need an owner and deadline. - [Google Drive](https://asana.com/apps/google-drive)**:** Attach Google Docs, Sheets, Slides, and Drive files to related Asana tasks. Teams can connect briefs, budgets, research, and meeting notes to a monthly planner or the work that depends on them. ## Related planning templates Select a template based on your project’s primary constraint. Use a workback schedule for fixed launch dates, capacity or resource planning for limited team availability, and a weekly or sprint plan for short recurring cycles. ### Templates for project delivery - **Project planning template:** Define your project scope, phases, deliverables, tasks, owners, deadlines, risks, and dependencies. - **Sprint planning template:** Organize an Agile project with backlog items, estimates, owners, dependencies, committed work, and review tasks for a fixed development cycle. - **Gantt chart template:** Review task lengths, overlaps, milestones, and dependencies on a visual schedule. - **Project timeline template:** Present major phases, dates, and milestones without including every task in the project. ### Templates for strategy and staffing - **Strategic planning template:** Connect objectives to initiatives, owners, measures, budgets, risks, and review dates. Use it to turn a strategy document into assigned work. - **Capacity planning template:** Compare planned demand with available time and skills. Record team availability, estimated effort, staffing gaps, and work that may need to wait. - **Resource planning template:** Assign people, budget, equipment, and other resources to planned work. Review allocation conflicts before the team commits to a schedule. ### Templates for recurring work - **Content planning template:** Plan briefs, formats, channels, writers, reviewers, approval stages, and publication dates. Add dependencies when design, legal review, or another task can delay publication. - **Weekly planning template:** Organize weekly priorities, deadlines, meetings, handoffs, and blockers. Use a simple weekly planner, rather than a full project plan, when your team only needs to coordinate the next several days. - **Account planning template:** Record customer goals, stakeholders, opportunities, risks, next steps, renewal dates, and account owners. Connect follow-up work to the customer plan rather than leaving it in meeting notes. ## Transform planning into action with Asana Begin with the planning method that best fits your work. Add sections, owners, dates, dependencies, and milestones. Use Rules and Asana AI for recurring updates and coordination. Export the plan as a spreadsheet or PDF when needed. - [Browse planning templates](https://asana.com/create-account) ## FAQs about project planning templates #### How do you write a project plan? Write a project plan by defining the goal, scope, deliverables, tasks, owners, deadlines, dependencies, and review points. Add risks, approval steps, and a reporting schedule before work starts. Update the plan whenever scope, timing, ownership, or available resources change during the project. #### How do you plan a project for beginners? Start with the outcome, then break the project into a few phases. List the tasks in each phase, assign one owner to each task, set finish dates, and connect only dependencies that could delay later work. Review the plan with the team before starting any work. #### What should you do before starting a project? Before starting a project, confirm the goal, scope, decision-makers, deadline, budget, available people, and approval process. Identify major risks and unresolved questions, then agree on how the team will report progress. Do not assign detailed tasks until stakeholders agree on what the project must deliver. #### What are the seven parts of a project plan? The seven common parts are: - Goal - Scope - Deliverables - Tasks and owners - Timeline - Resources - Communication plan Complex projects may also need risks, dependencies, milestones, budgets, and approval steps. Add these only when they affect delivery, ownership, cost, or timing. #### What are common project planning mistakes? Common project planning mistakes include: - Starting before the scope is settled - Assigning work to groups instead of one owner - Hiding review time inside production tasks - Linking unnecessary dependencies - Ignoring resource limits - Failing to update dates, risks, and owners after the plan changes ### Operations project plan Operations teams strive to optimize and gain efficiency across the business, and can do the same for their own projects with our template. - [Create your template](/templates/operations-project-plan) ### IT project plan Organize your IT work in one place. Manage deployments, order equipment, and connect teams—without compromising security. - [Create your template](/templates/it-project-plan) ### Daily checklist Build better routines with a daily checklist template designed to help you manage tasks, deadlines, and recurring work. - [Create your template](/templates/daily-checklist) ### To-do list Organize your tasks in one place with a free to-do list template. Track what’s done, what’s next, and what matters most. - [Create your template](/templates/to-do-list) ### Task Get a free task template to capture, assign, and track tasks in one place. Start with a ready-made layout, customize it for your team, and manage work in real time. - [Create your template](/templates/task) ### Work plan Get a free work plan template with built-in tasks, timelines, and owners. Customize your work plan template in Asana, or export it to Excel, CSV, or PDF. - [Create your template](/templates/work-plan) ### Weekly to-do list template Clarity doesn’t have to be complicated. With a weekly to-do list template, you can create a new task list in seconds every Monday. - [Create your template](/templates/weekly-to-do-list) ### Project timeline template Learn how to keep a project on track—and ensure success—by creating a project timeline template. - [Create your template](/templates/project-timeline) ### Lesson plan Use this lesson plan templates to plan faster and keep your goals, tasks, and materials in one place. So you're always ready to teach. - [Create your template](/templates/lesson-plan) ### Project schedule Complex work, simplified. Organize project tasks, deliverables, and milestones into one cohesive schedule. Learn how to create a customized project schedule template in Asana. - [Create your template](/templates/project-schedule) ### Content strategy Build your next campaign with a content strategy template to map ideas, assign tasks and deadlines, and track performance all in one place. - [Create your template](/templates/content-strategy) ### Web production process Let our template help you coordinate a web production schedule—even if producers and web developers work out of different tools. - [Create your template](/templates/web-production-process) ### Short-term goals Learn how reusable short-term goals templates can take your goals from vision to reality. - [Create your template](/templates/short-term-goals) ### Marketing project plan Our template guides you through project management best practices for marketing teams so you can get from strategy to tactics to results. - [Create your template](/templates/marketing-project-plan) ### Comparison chart template Simplify your next big decision. Use this comparison chart template to organize data, compare features, and make data-driven decisions faster. - [Create your template](/templates/comparison-chart) ### Daily planner Keeping your day organized is more than just writing down a list of daily to-dos. Learn how to create a daily planner template in Asana. - [Create your template](/templates/daily-planner) ### Milestone chart template Milestone charts highlight significant moments in your workflow. Learn why this matters and how to create one for yourself. - [Create your template](/templates/milestone-chart) ### Schedule Organize your work with Asana’s free schedule templates. Customize for daily, weekly, or monthly planning, and never lose track of tasks again. - [Create your template](/templates/schedule) ### Action items template No matter your best intentions, you need more than motivation to knock out your to-dos. An action item template—where you decide the who, what, and when of every task—can help you organize your workflows and get more done. - [Create your template](/templates/action-items) ### Public relations plan Create focused, targeted, and organized PR campaigns—no matter who’s planning them—with a public relations plan template. - [Create your template](/templates/public-relations-pr-plan) ### Project premortem A premortem is a brainstorming tactic your team uses to anticipate different ways a project can fail. Learn how to use a premortem template to minimize project risk. - [Create your template](/templates/premortem) ### Scope management plan A project’s scope is just as important as its budget or timeline. Prioritize this crucial part of project management by creating a project scope management plan template. - [Create your template](/templates/scope-management-plan) ### Risk management plan Starting a project without considering risks is, well, a big risk to take. Prevent major issues from occurring in your project with a risk management plan template. - [Create your template](/templates/risk-management-plan) ### Business process management Learn how a business process management template can help improve your business processes. - [Create your template](/templates/business-process-management) ### Implementation plan Create an implementation plan template to break down your business goals into manageable, achievable steps. - [Create your template](/templates/implementation-plan) ### RFP process Use our template to prepare an RFP, then organize and evaluate the responses—all in the same place—so you can pick the best vendor for the job. - [Create your template](/templates/rfp-process) ### Change management plan template Is your organization starting to make some big changes? Create a change management plan template to make the process easier. - [Create your template](/templates/change-management-plan) ### HR project plan No matter the project, human resources teams can use our template to set priorities, track progress, and streamline recurring work. - [Create your template](/templates/hr-project-plan) ### Waterfall project management Standardize your project process with a waterfall project management template. Break your project into sequential phases that map to your end goal. - [Create your template](/templates/waterfall-project-management) ### Status report Keep track of project status and provide key stakeholders with at-a-glance progress updates with a project status report template. - [Create your template](/templates/status-report) ### Sales plan A sales plan template can help provide your team with the organized framework they need to establish their sales goals. Learn how you can do that with Asana. - [Create your template](/templates/sales-plan) ### Event marketing plan Use Asana’s event marketing plan template to increase event awareness, build excitement, and drive audience attendance. - [Create your template](/templates/event-marketing-plan) ### Project initiation document A project initiation document template is a helpful way to standardize the information you share with your team before a project begins. - [Create your template](/templates/project-initiation-document) ### Communication plan Keep everyone on the same page and clearly communicate important information to stakeholders by creating a communication plan template in Asana. - [Create your template](/templates/communication-plan) ### Project documentation Looking for documents is a giant time waster for most people—which is where a project documentation process comes in. Learn how to create a project documentation template so that you always know where documents live—for every project, company-wide. - [Create your template](/templates/project-documentation) ### Prioritization matrix Take the guesswork out of task prioritization by creating a prioritization matrix template. Prioritize your work by business impact and needed effort. - [Create your template](/templates/prioritization-matrix) ### Eisenhower Matrix Overwhelmed by your to-do list? Learn how to create an Eisenhower Matrix template in Asana so you can prioritize and sort your tasks based on their urgency and importance. - [Create your template](/templates/eisenhower-matrix) ### Project estimation Create a project estimation template to accurately scope project resources and align on project expectations. - [Create your template](/templates/project-estimation) ### Critical path method Project delays holding you back? Create a critical path method template to visualize everything that needs to be done in order to reach your end goal. - [Create your template](/templates/critical-path-method) ### Risk register Create a risk register template to proactively identify and solve potential roadblocks before they become a bigger problem. - [Create your template](/templates/risk-register) ### RAID log Learn how creating a RAID log template in Asana can help you proactively identify and mitigate project risks. - [Create your template](/templates/raid-log) ### Budget template Plan budgets, track expenses, and avoid surprises. Asana’s free budget templates make it easy to manage costs for teams, projects, or households. - [Create your template](/templates/budget) ### Progress report template Try this free progress report template to track milestones, communicate project status, and coordinate goals during each reporting period. - [Create your template](/templates/progress-report) ### Needs assessment template Use this customizable needs assessment template to gather data, guide decisions, and develop action plans based on real needs. - [Create your template](/templates/needs-assessment) ### Action log template Use Asana’s free action log template to capture decisions, assign tasks, and track deadlines. Organize action items and drive projects to completion. - [Create your template](/templates/action-log) ### RACI matrix Team decision-making can be hard—a RACI matrix template makes it easier. Define each project task role to instantly boost clarity for all your stakeholders. - [Create your template](/templates/raci-matrix) ### Work breakdown structure Get started fast with a ready-to-use work breakdown structure template that helps you stay on track and avoid scope creep. - [Create your template](/templates/work-breakdown-structure) ### Lessons learned Learn from every project with a free lessons learned template that’s easy to use, share, and customize. Don't just collect insights. Act on them. - [Create your template](/templates/lessons-learned) ### Project charter Want to nail your next project pitch? Create a project charter template and outline everything you need to get your next initiative approved. - [Create your template](/templates/project-charter) ### Event calendar template Plan and manage events of any size with an event calendar template that keeps dates, tasks, and deadlines in one place. - [Create your template](/templates/event-calendar) ### Keyword research template Use a keyword research template to manage SEO data, optimize content strategy, and identify target keywords that deliver results. - [Create your template](/templates/keyword-research) ### Brand strategy template Use a brand strategy template to define your mission, align your team, and create consistent, on-brand marketing campaigns. - [Create your template](/templates/brand-strategy) ### Team charter template Use this free team charter template to define your team's mission, values, roles, and decision-making process. Coordinate shared goals before work begins. - [Create your template](/templates/team-charter) ### Work log See where you're losing time and kickstart your productivity by creating a work log template in Asana. - [Create your template](/templates/work-log) ### Assignment tracker template Use this assignment tracker template to log tasks, set due dates, and keep assignments organized for students, educators, and teams. - [Create your template](/templates/assignment-tracker) ### Rank tracker template Use a rank tracker template to monitor keyword rankings, integrate data, automate reporting, and share SEO performance with stakeholders and clients. - [Create your template](/templates/rank-tracker) ### Travel planner template Keep itineraries, budgets, and documents in sync with a travel planner template that makes trip planning faster and more reliable. - [Create your template](/templates/travel-planner) ### Research plan Plan, organize, and track your entire project with this research plan template built in Asana for better collaboration. - [Create your template](/templates/research-plan) ### 5 Whys template Find the real issue with this 5 Whys template. It's free, easy to use, and built for fast, structured root cause analysis. - [Create your template](/templates/5-whys) ### Design project plan What’s the secret to more productive design and creative projects? A smooth creative process. - [Create your template](/templates/design-project-plan) ### Bill of materials Learn how a bill of materials template helps keep you organized by housing all the information needed for the successful completion of your project. - [Create your template](/templates/bill-of-materials-bom)