How To Create A Template In Asana

How To Create A Template In Asana

  1. Log In to Asana: Access your Asana account.
  2. Create a New Project: Click on the “+ New Project” button.
  3. Select “Use a Template”: Choose the option to create from a template.
  4. Choose a Template: Pick a pre-existing template or start from scratch.
  5. Name Your Template: Give your template a clear and descriptive name.
  6. Add Sections: Organize your template with relevant sections.
  7. Add Tasks: Include tasks that are essential for your project.
  8. Set Due Dates: Assign due dates for each task as needed.
  9. Customize Fields: Add custom fields to capture specific information.
  10. Save as Template: Click on the option to save your project as a template.
  11. Share Your Template: Make your template available to your team or organization.