How to Create a Project Template in Asana



Guide

  1. Start by creating a new project in Asana. You can do this by clicking the '+' button in the sidebar.

  2. Select 'Project'.

  3. Choose how you would like your project to start.

  4. Name your project.

  5. Click 'Create project'.

  6. Populate tasks with relevant details such as descriptions, due dates, and assignees. This step ensures that the template provides comprehensive guidance for each task within the project.

  7. If your projects typically have distinct phases or categories, you can create sections within the project to categorize tasks accordingly.

  8. On the drop down menu, select 'Save as template'.

  9. Click 'Create template'.

  10. Once you're satisfied with the project setup, you can save it as a template by clicking 'Done'.

  11. You can find your project template under the 'Template' section of your workspace.

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