How to Create a Project Template in Asana
Here’s a step by step process on how to create a project template in Asana:
- Start by creating a new project in Asana. You can do this by clicking the '+' button in the sidebar.
- Select 'Project'.
- Choose how you would like your project to start.
- Name your project.
- Click 'Create project'.
- 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.
- If your projects typically have distinct phases or categories, you can create sections within the project to categorize tasks accordingly.
- On the drop down menu, select 'Save as template'.
- Click 'Create template'.
- Once you're satisfied with the project setup, you can save it as a template by clicking 'Done'.
- You can find your project template under the 'Template' section of your workspace.