How to Create a Project Template in Asana

Quick summary

Creating a project template in Asana lets teams standardize workflows by saving a fully configured project — complete with tasks, sections, and assignees — so it can be reused across future projects without starting from scratch.

Steps

1. Click the '+' button in the Asana sidebar to create a new project.
2. Select 'Project' from the options that appear.
3. Choose how you would like your project to start (e.g. blank, from a template, or from a list).
4. Name your project to identify it clearly.
5. Click 'Create project' to generate the new project.
6. Populate tasks with relevant details such as descriptions, due dates, and assignees to ensure the template provides comprehensive guidance.
7. Create sections within the project to categorize tasks by phase or category if your projects have distinct stages.
8. Open the drop-down menu and select 'Save as template'.
9. Click 'Create template' to convert the project into a reusable template.
10. Click 'Done' to finalize and save the template.
11. Access your saved template anytime under the 'Template' section of your workspace.