How to Create a Template in Asana: An easy step-by-step guide for beginners.

To create a template in Asana, go to the project >click on the dropdown beside the project name> select Save as a template.

Here, we will provide a step-by-step guide on how to create a new template in Asana as well as how to create a template for an existing project, how to share the template, where to find the customized template, as well as how to edit and update templates in Asana.

What Are Asana Templates?

Asana templates are built-in project frameworks that enable teams to kick off new projects with prebuilt tasks, timelines, and workflows. These templates save time by providing a point of departure for common actions or operations.

Rather than building a project from scratch each time, you can automate project management by creating an Asana template, keeping it consistent and speeding up the setup process.

read more: “How to create an Asana form“

Click on the project you want to save as a template in Asana. Open your workspace and open the project window.

For this, I used the Cross-functional project, basically a default project in Asana.

Pro tip: Ensure all tasks are in the “To Do” section or have the default setup. This is important because if the tasks are in the “Doing” section, your template will reflect the same status, which may not be the desired setup.

Click on the dropdown next to the project name, then select “Save as template.”

You can then name your new template and modify the template’s privacy and accessibility. It’s as easy as that.

How to Create an Asana Template from scratch:

You can create a new Asana template by selecting “Blank Project” when starting a new project. After choosing the blank project option, set up your tasks, sections, and workflow as needed.

Once your project structure is ready, click the dropdown menu next to the project name and select “Save as Template”. This allows you to reuse the structure for future projects without starting from scratch.

Step 1: Access Your Asana Account.

• Navigate to your Asana workspace where you’d like to design the template.
• You need the proper permissions to create or edit projects in your workspace. You can save a project as a template if you’re an editor or admin.

Step 2: Create a New Project.

• Navigate to the “New Project” link on the homepage or sidebar.
• You can choose “Blank Project” or a pre-defined template if you prefer to begin with a ready-made layout.
• When you want to start a new project, you can either start from scratch or use a template already created. Both will give you a chance to define a new template.

Step 3: Configure the Project Information

• Give your project a name that captures what you will use it for as a template (e.g., “Marketing Campaign Template”).
• Select the view you want (list, board, or calendar).
• Fill in any project-specific information you require, such as descriptions, dates, and recipients.

Step 4: Create Tasks and Sections

• Publish tasks that are commonly used in your project workflow.
• Sort tasks into categories (Select sections or columns). For instance, in a product launch template, you might have sections “Planning”, “Execution”, and “Review”.
• Include job descriptions, assignees, due dates, and attachments if applicable.

Step 5: Add Custom Fields and Workflow

Customize your template even more by adding additional fields your team is likely to be using (e.g., priority, progress stage).

Create task dependencies and automate tasks in Asana to automate your workflow, such as assigning tasks or sending reminders when you’ve done something.

Step 6: Turn the Project into a Template.

• Once you’ve crafted your project with all the tasks, sections and information you’ll need, it’s time to turn it into a template that can be reused.
• Select the project name and click “Customize” (three dots).
• Choose “Use as a Template”. This setting will create a template for your project structure, tasks, and workflows.

Where can you find the templates you’ve created in Asana?

If you want to see the templates you’ve made in Asana, follow these steps:

• Open your Asana workspace.
• In the left menu, press the “Search” bar and enter the name of the template or click on the “Templates” button.
• Or, navigate to “Create” and click the Use template option.
• When the “Use Template” option has been activated, click “My workspaces” and search your saved templates to find the template that you require.
• Templates are pinned to your project list, which can be easily copied and shared.

How do you edit or update the templates in Asana?

For Asana template editing and revision, use these steps:

• Head to the Team Members section and search for the template you wish to edit.
• Click the three dots in the template’s box.
• Click “Edit Project” to edit tasks, deadlines, sections, or people.
• You can store the revised template for later reference once you have finished editing it.

How to share Asana Template?

• Step 1: Navigate to the Template Project.
  • Open the project that you’ve saved as a template.

• Step 2: Share the Template
  • You can open the project’s settings by clicking on the project name at the top.
  • Select the “Share” button to share it with other colleagues or partners.
  • – If you would like others to have access to the template, make sure to change the sharing mode to “Can Edit” if they have full permissions or “Can Comment” if they have limited access.

• Step 3: Duplicate the Template
  • Users or collaborators can copy the template by choosing the “Duplicate Project” button on the project’s menu. This will produce a copy of the template that they can update as required.
  • Make sure to make the template visible to others via an external link to the template project or a shared team space.

Use case of Asana template.

Asana templates are ideal if you are working on a project where everything is exactly the same every time.

For instance, if you’re running weekly marketing campaigns, you can build a “Campaign Template” with features such as content creation, scheduling social media, and measuring results. Similarly, if you have client onboarding, a “Client Onboarding Template” might include contract signing, account creation, and training. Templates prevent you from reinventing the wheel and keep everything organized.

Read more: “How to email a task to Asana“

Conclusion

Asana templates are time-efficient and allow teams to standardize procedures and start projects immediately.

These are the quick and easy steps you can follow to create a template for yourself, share it with your colleagues and streamline your workflow. The flexibility in Asana means you can add sections, tasks, and automation to your templates to make them as effective as possible for subsequent work.

Frequently Asked Questions (FAQ’s)

Can you create a task template in Asana?

Yes, you can create a task template in Asana. To do this, create a task with all necessary details (assignee, due date, description). Once the task is set up, you can save it as a template by duplicating it. This allows you to reuse the task structure for future projects.

How do you create task templates in Asana?

To create task templates in Asana, open a project, add tasks with the necessary details (due dates, assignees, descriptions), and customize them to fit your workflow. Then, click the project dropdown and select “Save as Template”. This allows you to reuse the task structure for future projects.

How do you edit templates in Asana?

To edit templates in Asana, navigate to the Team Members section and locate the template you want to edit. Click on the three-dot menu next to the template and select “Edit Project”. Make the necessary changes to tasks, due dates, and assignees. After editing, save the updated template.