How to make Task Templates in Asana Step by Step Guide by SassyOS

Efficiency and consistency are fundamental aspects of a project, and this is the very reason why Asana's task templates feature has turned into a robust tool for work processes of many teams-it saves them so much time, the chance of getting consistent between tasks rises, and so on. The matter is whether you'll transform an existing task or start from scratch-creation of task templates in Asana will change the management of your projects.

Why Use Task Templates in Asana?

• Save Time: Create recurring tasks quickly without starting over from scratch every time.
• Ensure Consistency: Standardize task details like assignees, custom field values, and due dates.
• Set Smart Deadlines: Use relative due dates to automatically calculate deadlines for new tasks.

How to Create Task Templates in Asana

1. Create a Task Template from an Existing Task

If you have a recurring task that you always use, you can save it to become a template:

• You open the task you intend to use as a template.
• Click on the three vertical dots icon on the upper right.
• Click on convert to template from the dropdown option.

Your task is now preserved as a template that can be reused when creating your next task.

2. Create a Task Template From Scratch

If you do not have a task to convert, then you can make a template from scratch as well:

• Go to your project and click "Add Task."
• Fill in the appropriate task information (title, assignee, due date, custom fields, etc.)
• After adding the task, click on the three dots icon and then select "Convert to Template."

Now you can easily use this task as a template whenever required.

Viewing and Editing Task Templates

After creating your task templates, it's a breeze to locate and control them as follows:

• Access the Customize menu for your project.
• Scroll down to the Task Templates section.
• You can then search for, edit, or delete templates as necessary.

Advantages of Task Templates to Your Team

• Consistency in Task Creation: Since the assignees and field values are already pre-populated in templates, you're guaranteed that all tasks are created correctly from the very beginning.
• Efficiency: Replicate templates across projects so that you do not need to input the same details each time.
• Easier Project Onboarding: Standardized setting up of tasks makes it possible to start any project while still knowing that all the important information will already be in place.

More Learning with SassyOS

We assist teams operating in the Middle East region to enhance their overall management of projects by using Asana at SassyOS. We provide:

• Training: Catch up on how to make, manage, and work with task templates.
• Customization: Adapt those to what fits your team and what doesn't.
• Always there for support: Receive expert advice and troubleshooting anytime a need arises.

Streamlining a workflow with Sassy OS

Task templates are just a start for Asana as they can help your team save time and stay more organized. At SassyOS, we help businesses make full use of Asana with streamlined project management and efficient teamwork.

Reach out to us today so you can get started with your Asana features that could propel your workflow to greatness.