CAPABILITIES
Company Type
Customize your project
See how the customize menu gives you tools to automate your project workflows, standardize processes, and keep projects running smoothly. It helps your team cut down on repetitive tasks, stay organized, and keep work moving forward.
Key moments
[00:00] Introducing the customize menu for projects
[00:32] Automating routine work with rules
[00:48] Using smart rules in AI Studio for flexible decision-making
[01:06] Tracking key details with custom fields
[01:34] Standardizing intake processes with forms
[01:46] Connecting your tools with apps
[02:00] Saving time with task templates
[02:14] Scaling processes with bundles
[02:32] Before and after: a project transformed by customization
Learn more
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Read more about how to automate your scale your work with the Customize menu features.
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Deepen your skills in our live training session, Managing Projects with Asana.
