How To Copy A Project Template In Asana

If your team has projects and piece of work they repeat, you don't need to recreate those tasks and projects in Asana every time. Whether you create your own custom template or utilize an Asana-created template, it'due south easy to save templates you don't have to commencement from scratch or miss any steps.

Quick Asana templates demo walkthrough

Create custom templates

Create custom templates for common workflows and projects to salve time on future project setup and ensure that everyone is post-obit the correct processes. You can update these templates as you refine your processes and learn from past projects.

Create a new custom template:

Create a new project (or indistinguishable one you already have and clean information technology up) to capture a sequence of tasks your team completes regularly. Make sure yous have all the job details ready to go. For case, you can pre-assign tasks with due dates and attachments (the due dates will auto update based on the projection start/terminate date you lot set when you use the template).
Once you've made the project template, click the project header dropdown, and select Convert to a Template. Make sure to not delete or archive the project.

GIF of saving an Asana project as a template to copy for subsequent projects then accessing it again

Use a custom template:

To use your templates, create a new project by clicking the + push button in the top bar.
Click the Templates tab in the new project screen. Your custom templates will be organized by team in a tab with your arrangement's name.

Use Asana-created templates

If you desire to salve fifty-fifty more fourth dimension or need help getting started, bank check out our Asana-created templates. Our pre-made templates help you set upwardly a variety of workflows that y'all can further customize to run into your team's needs.

GIF of accessing asana templates to create a project

To use Asana-created templates, y'all'll follow the same steps above, just stay in the "General templates" tab. You can use the team dropdown to browse all the different templates by squad.

Create template tasks

You lot can also duplicate tasks that have repeatable workflows.

Duplicate a task and select the fields to copy over to your template task

Apply "template" or "duplicate me" in the chore proper noun, so information technology's easy to find using search and and then nobody accidentally modifies it.
Duplicate the task by clicking the ... button in the pinnacle correct corner of the task, so selecting Indistinguishable task....

Examples

Here are a few examples of where you could duplicate a task:

New account checklist (for account managers of a new client)
Product launch for marketing
A new content piece

To brand a template task library, create a "template" tag tag Utilize tags to marker tasks or grouping together similar tasks.Read more . Tag all of your template tasks, then star star Users can star projects, people, tags, or custom search views to easily access them in the sidebar.Read more than the tag, so the list is accessible from your sidebar sidebar Apply the sidebar to navigate to the dashboard, starred items, projects, and teams. The sidebar can be collapsed.Read more after.