How to Create a Task Template in Asana (Easy Guide)

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Ever feel like you’re doing the same tasks over and over in Asana? Typing out the same details, setting up the same deadlines—it can get annoying, right?

That’s where task templates come in! 🎉 Instead of creating tasks from scratch every time, you can use a pre-made template and save tons of time.

In this guide, I’ll show you step-by-step how to create task templates in Asana, edit them, and use them like a pro. Plus, I’ll share some cool tips and tricks to make your workflow super smooth. Let’s get started!

What Are Task Templates in Asana?

A task template is a pre-designed task in Asana that you can reuse whenever needed. It comes with:

  • Pre-filled task names 📝
  • Assigned team members 👥
  • Due dates ⏳
  • Task descriptions 📄
  • Custom fields (like priority levels) 🎯

Why Use Task Templates?

Here’s why task templates are a game-changer:

BenefitHow It Helps
⏳ Saves TimeNo need to rewrite the same task every time.
✅ Ensures ConsistencyEvery task follows the same format.
👥 Improves CollaborationTeam members get clear instructions instantly.
🛠 Reduces MistakesNo more forgetting important details.

If you manage repetitive tasks, like weekly reports, content creation, or onboarding new employees, task templates will make your life easier.

Step-by-Step Guide: How to Create a Task Template in Asana

Let’s get to the fun part! You can create a task template in two ways.

Method 1: Convert an Existing Task Into a Template

If you already have a task that you want to reuse, you can turn it into a template.

  1. Go to the Project – Open the Asana project where the task exists.
  2. Find the Task – Click on the task that you want to save as a template.
  3. Click on the Three Dots (⋮) – It’s in the top right corner.
  4. Select “Save as Template” – Asana will ask you to name the template.
  5. Done! 🎉 Now, you can use this template anytime.

Best for: When you already have a well-structured task and don’t want to start from scratch.

Method 2: Create a New Task Template from Scratch

Want to make a fresh new template? Follow these steps:

  1. Open the Project – Choose the project where you want the template.
  2. Click “Customize” – It’s in the top-right corner.
  3. Scroll Down to “Task Templates” – Click on it.
  4. Click “Create a New Template” – A new task template window will open.
  5. Fill in the Task Details:
    • Task Name – Give it a clear name (e.g., “Weekly Team Meeting Agenda”).
    • Description – Add instructions, checklists, or guidelines.
    • Assignees – Who is responsible for this task?
    • Due Date – Set a default due date if needed.
    • Attachments – Upload relevant documents or links.
  6. Click “Save” – Your template is now ready! 🎉

Best for: Creating templates for brand-new tasks or standardized workflows.

How to Use a Task Template in Asana

Now that you’ve created a template, how do you actually use it?

  1. Go to Your Project.
  2. Click the “+ New Task” Button.
  3. Select “Use a Template.”
  4. Pick the Template You Want.
  5. Boom! 🎉 The Task Appears Instantly. Just edit the details if needed.

💡 Pro Tip: You can set up recurring tasks using templates by choosing “Repeat” in the due date settings.

Editing and Managing Task Templates

Need to tweak an existing template? No worries!

  • To Edit a Template: Go to “Customize” > “Task Templates”, click on the template, and update the details.
  • To Delete a Template: Click on the template and select “Delete” (but be careful—you can’t undo this!).
  • To Organize Templates: Arrange them based on priority or frequency of use.

Common Problems & How to Fix Them

Sometimes, things don’t go as planned. Here are common issues and quick fixes:

IssueSolution
Task template isn’t showing up.Refresh the page or check if you have the right permissions.
Can’t edit an existing template.Make sure you have editing rights for the project.
Template tasks aren’t assigned.Double-check that assignees are set in the template.

Best Practices for Using Task Templates

To get the most out of task templates, keep these tips in mind:

✅ Keep Templates Simple – Too many details can make them confusing.
✅ Use Checklists – Add subtasks to make sure nothing is missed.
✅ Update Regularly – Outdated templates can cause mistakes.
✅ Share with Team Members – Make sure everyone knows how to use them.

Advanced Tips: Take Your Templates to the Next Level

Want to supercharge your Asana templates? Try these:

  1. Use Automation – Set up rules to auto-assign tasks or move them through stages.
  2. Integrate with Other Tools – Connect Asana with Slack, Trello, or Google Drive.
  3. Turn Templates into Workflows – Combine multiple task templates into a full project plan.

💡 Example: If you manage content creation, you can create a workflow that includes:

  • Research Task ✅
  • Draft Writing Task ✅
  • Editing Task ✅
  • Publishing Task ✅

This keeps everything organized and smooth.

Final Thoughts

Task templates in Asana save time, reduce stress, and boost productivity. Whether you’re managing a team or working solo, using templates can make your workflow seamless.

💬 Now it’s your turn!

  • Have you tried using task templates in Asana?
  • Got any cool tips to share?

Drop a comment below! 🚀