How to Create a Task Template in Asana
- George Apostolov
How to Create a Task Template in Asana: step-by-step guide
Navigate to the project where you want to create the task template.
Select a task and open it.
Click on the three-dot menu (ellipsis) in the top-right corner of the task window.
Select 'Convert task to template'.
A notification pops up confirming the action.
The converted task template will look like this in your project dashboard. Click on it.
That's it! You now have a converted template. You can also choose to 'Reopen task' whenever you want.
Quick answer: To create a task template in Asana, navigate to the desired project, open a task, and click the three-dot menu in the top-right corner. Select 'Convert task to template', confirm the notification, and view your new template in the project dashboard.
About this Asana tutorial
Convert tasks into reusable templates in Asana by accessing the task menu in your project dashboard for quick setup. This guide shows how to create a Task Template in Asana in 7 steps, starting with "Navigate to the project where you want to create the task template" and finishing with "That's it! You now have a converted template. You can also choose to 'Reopen task' when...". The interactive demo above is a click-through copy of the real Asana interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to create a Task Template in Asana?
7 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Asana data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Asana. Related guides: How to Create a Template in Asana, How to Create a Workflow in Asana and How to Create an Intake Form in Asana. Last reviewed 05 Oct 2026.
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