CAPABILITIES
Company Type
Topics
- All Asana features
- You’ve been invited to Asana; now what?
- Navigating Asana
- Different types of tasks
- Set up your ideal workspace
- How to use Asana help resources
- Create tasks in Asana
- Collaborating in Asana
- Quick-start guide to Asana
- Getting started with Asana’s mobile app
- How Asana works
- Create projects in Asana
- Top features to discover
- New navigation in Asana
- Asana desktop app
- Structure your projects clearly
- Assign tasks to teammates
- Comments, messages, and status updates
- Powerful Asana features for work management
- Stay informed with your Asana Inbox
- Maximize productivity with My tasks
- Create projects quickly with templates
- Manage and prioritize your tasks
- Automate and scale your work with the Customize menu
- Find work fast with search
- Connect your tools with Asana
- How to invite team members to Asana
- Reporting with dashboards
- Monitor initiatives and track work with portfolios and dashboards
- Reporting with workload
- Tracking project progress
- Top Asana integrations
- Planning with Asana calendar
- Asana for team leads
- Setting and tracking progress towards goals
- How to choose the right project blueprint for your work
- Plan and execute projects with a deadline
- Customize your projects and portfolios
- Share project updates
- How to cancel your Asana trial
- How to add payment details to a trial
- Make the most of your Asana trial
- My trial has ended, what happens to my tasks, rules, and workflows?
- How to sign up for a free Asana trial
- Purchasing a subscription after a trial
- Set goals during your Asana trial
- Turn your trial into a paid plan
- Invite others during your trial
- Add movement to your workflow
- Multi-home tasks to avoid information silos
- What is a workflow?
- Automate how work moves through stages
- Build the foundation of your workflow
- Assign work automatically with custom fields
- Use dependencies to kick work off at the right time
- Request a task review with a simple automation
- Control how tasks are added to projects
- Building cross-functional workflows in Asana
- Moving your everyday workflows to Asana
- Schedule tasks based on priority
- Form customization
- Task Templates
- Custom fields
- Formula custom fields
- Bundles
- Time tracking in Asana
- Dependency types
- Forms
- Email communication with form submitters
- Filtering and sorting custom fields
- ID custom fields
- Field mapping in forms
- Manual rule triggers
- Rule permissions
- Applying bundles to projects
- Rule actions
- Sharing a form
- Variables in rules
- Setting dates in rules
- Management dashboard for project templates
- Rule execution history
- Rule triggers
- Bundles FAQ
- Bundle management and permissions
- Management dashboard for global fields
- Reference custom fields
- Auto-shifting dates for dependent tasks
- Custom field types and limitations
- How to export all time entry data from Asana as CSV via API
- Conditions and branching in rules
- Approvals
- Workflow builder
- Project templates
- Task dependencies
- Rules
- Rules integrations for cloud storage and file sharing
- PagerDuty rules integration
- Rules integrations for productivity and communication
- HubSpot rules integration
- Rules integrations and widgets
- Microsoft Teams and Asana integration
- Asana for Outlook add-in
- Asana for Gmail add-on
- Zoom meetings in Asana
- Asana for Tableau integration
- Power BI integration
- Google Sheets & Asana
- Google and Asana
- Google Forms and Asana
- GitHub and Asana integration
- Calendars and Asana
- Google Calendar + Asana
- Google Smart Chips
- Instagantt + Asana
- Zapier and Asana
- Chrome Extension + Asana
- Asana for Jira Cloud FAQ
- Zoom transcripts for automation and AI Studio
- How to create a Zoom call notes workflow with AI Studio
- Enabling permissions for Asana-built and Microsoft 365 integrations
- Outlook Calendar and Asana
- Tray.io + Asana
- ServiceNow & Asana
- Wufoo and Asana
- Web forms & Asana
- Zendesk integration
- Asana for Jira Cloud
- Splunk + Asana
- Salesforce in Asana integration
- Asana in Salesforce AppExchange (being deprecated)
- API
- Asana app in Claude
- Asana app in ChatGPT
- Migrating time tracking data from Everhour to Asana
- Compliance management: API and integration support
- Slack and Asana
- Jira Data Center
- Jira Data Center FAQ
- Asana for Adobe Creative Cloud
- Asana and Workplace from Meta
- Vimeo and Asana
- Progress, status, and connecting work to goals
- Goal types and templates
- Goals strategy map
- Write great goals with Asana Goals
- Weighted goals
- Viewing and filtering your goals
- Asana Goals FAQ
- The goal tracking process with Asana Goals
- Lead the goals management process in your organization with Asana Goals
- Goals privacy and sharing
- Get started with Asana Goals
- Email tasks to Asana
- Task actions
- My Tasks
- Scheduling tasks using start dates, due dates, and times
- Text formatting in Asana
- Task fields
- Rules in My tasks
- Converting tasks into projects
- Views in My tasks
- Custom fields in My tasks
- Save time in Asana
- Understanding tasks
- Subtasks
- Task comments and attachments
- Tags
- Custom task types and statuses
- Proofing
- Preparing data for CSV import
- Sections
- Gantt view
- Import data from other tools to projects in Asana
- Understanding projects
- Timeline
- Notes view
- Calendar view
- List view
- Project overview tab
- Managing tasks and dependencies with timeline
- Project owner and members
- Files view
- Critical path on timeline
- Project customization and views
- Gantt view FAQ
- Embedded media project view
- Advanced CSV import options
- Board view
- Shareable notes in Asana
- Project importing and exporting
- Teamless projects
- Project permissions
- Permissions overview
- Read-only links
- Task permissions
- Project privacy settings
- Custom field access levels
- Team sharing
- Forms access permissions
- Edit restriction on custom field values
- Private custom fields
- Asana custom field permissions
- Project admin access level
- Viewer project access level
- Team content permissions for team admins
- Domain-wide admin controls
- Sharing and limiting access to teams
- Team permissions
- Editor access level
- Individual project permissions
- Asana for Agile and Scrum
- Asana for team meetings
- Pipelines
- Ideas and brainstorms
- End-of-month close processes for Finance teams
- Giving feedback and approvals
- How to apply a RACI Matrix in Asana
- Project intake
- Organizational strategic planning
- Resource planning
- Plan and manage company goals
- Using Asana to track customer feedback
- One-on-ones
- Using Asana for project management
- Using Asana for your product roadmap
- Asana for Sales and Account Management teams
- How to use Asana for account tracking
- Video production calendar
- Marketing strategic planning
- Event planning with Asana
- How to create a content calendar in Asana
- Campaign management
- Creative production
- Managing design feedback and critique meetings
- Asana AI features and admin controls
- Smart goals
- Smart import
- Smart fields
- Smart projects
- Smart editor
- Get started with Asana AI
- Smart summaries
- Amazon Q index
- Smart rule creator
- Asana AI FAQ
- Smart status
- AI add-on beta services
- Sharing feedback on AI features
- Smart chat
- Asana AI customization
- Get started with AI Teammates
- Triggering AI Teammates
- Understanding access control for AI Teammates
- AI Teammates
- Words to workflows in AI Studio
- Work smarter with Asana AI
- AI Studio FAQ
- AI Studio Plus
- Connect your Smart workflow with the right data sources
- AI Studio models
- Writing instructions in AI Studio
- How to structure a prompt in AI Studio
- Create Smart workflows with AI Studio
- AI Studio pre-built AI rules
- How the Use AI variable works
- Troubleshooting in AI Studio
- AI Studio - Human in the loop
- An admin's guide to AI Studio
- Introduction to Asana AI Studio
- AI Studio credit optimization
- AI Studio add-on and pricing
- eDiscovery Resource Center
- Multi-org deployment
- Mandatory two-factor authentication
- Enterprise Key Management (EKM)
- Asana EU Data Centre
- HIPAA Compliance
- Asana and Global Trade Compliance
- How to access the admin console
- Privacy and security
- Two-factor authentication
- Accounts
- Service accounts
- Setting SAML group mapping for licenses
- Multiple accounts and merging
- Data retention policy
- Asana account email policy
- Delete your Asana account
- Managing password settings in the admin console
- SAML group mapping and SCIM interaction
- IP allowlisting in Asana
- Compliance management add-on
- FedRAMP Compliance
- Permissions management add-on
- Global authentication settings
- Automatic guest removal
- Mobile apps security permissions
- Understanding user role permissions
- App management and integrations
- Asana Japan Data Center
- SecureAuth for Enterprise Organizations
- Profile field editability controls
- Claiming admin permissions on work items
- Provisioning and deprovisioning users with SCIM
- Asana IP address ranges and hostnames
- Admin security controls
- Admin and super admin roles in Asana
- Role-based access control (RBAC) with custom roles
- How to separate Asana accounts
- Setting up Asana roles in Microsoft Entra ID with SCIM
- Authentication and access management options for paid plans
- Setting up Asana roles in Okta with SCIM
- Access and permissions
- Data Residency for Asana
- Your Asana account
- Managing an organization
- University organizations
- Managing teams through the admin console
- Managing organization settings
- A guide to divisions in Asana
- Asana Sandboxes
- Workspaces and organizations FAQ
- Advanced division management
- Division access and management FAQ
- Manage approved workspaces
- Membership and collaboration in workspaces
- Managing members in an organization
- Understanding workspaces
- Managing workspaces
- Managing members and teams in a division
- License assignment in divisions
- Introducing Asana Gov
- Managing people in organizations
- Payments in CAD and KRW currency
- Payments in MXN and BRL currency
- Norway VAT
- New Zealand GST
- Indonesia VAT
- Iceland VAT
- EU VAT
- Changes to automatic payments in India due to RBI regulations
- Australia GST
- Adding payment methods for manually invoiced customers
- Upgrading or changing your Asana plan
- United Kingdom VAT
- United States sales tax
- Switzerland VAT
- South Korea VAT
- South Africa VAT
- Singapore GST
- VAT/GST & Sales Tax
- Accessing your billing page
- Payment methods and invoices
- Billing settings in the admin console
- Billing
- Subscription management and upgrades
- Philippines VAT
- Canada GST/HST, QST, and provincial sales tax
- Security and billing for divisions
- How to cancel your Asana plan
- Learn about Asana Premium features
- Learn about Asana Legacy Enterprise features
- Divisions
- Learn about Asana Starter features
- Learn about Asana Advanced features
- Modify your Asana plan
- Manage your growing Asana subscription
- Learn about Asana Business features
- Asana Personal Plan details
- Pricing and purchases
- Asana for nonprofits
- Asana subscriptions and pricing
- View only
- Troubleshooting browser and connectivity issues
- Accidental deletion
- Tasks and subtasks
- Security and permissions
- Navigation and display
- Upcoming discontinuation of personal projects spaces
- Asana Forum basics
- Salesforce AppExchange Integration Deprecation FAQ
- Asana Certification FAQ
- How do I get support from Asana?
- Recover deleted tasks, projects, and more
- Deprecation of integrations
Get started with AI Teammates
In This Article
AI Teammates act as true force multipliers, bridging the gap between raw data and structured execution. From drafting brand-aligned briefs to auditing technical specs, these specialized roles ensure your brand stays consistent and your operations stay on track across every department.
Below, we have organized a collection of AI templates categorized by function—Marketing, Strategic Operations, IT, and Product & Engineering—to help you identify the right digital collaborator for your specific team needs.
Learn how to create an AI Teammate.
Related articles
Marketing
Scaling a marketing department requires more than just more hands; it requires specialized expertise that can keep pace with your strategy. This guide introduces a suite of AI Teammate templates designed to act as force multipliers for your team, turning raw data and scattered notes into high-impact execution.
From drafting brand-aligned copy to auditing complex creative specs and planning global launches, these specialized roles help standardize your output and ensure your brand voice remains consistent across every channel.
Campaign brief writer
Turn meeting notes and strategy into structured execution-ready briefs. A successful output from this AI Temmate is a brief that a Creative Director or Project Manager can pick up and immediately understand the campaign's "North Star" without needing a follow-up meeting.
Commonly used by
Campaign Managers, Brand Marketing, and Content teams.
Use cases
- Turn scattered strategy docs and kickoff notes into campaign briefs
- Identify gaps in strategy or audience
- Standardize your brief formats
Integrations
- Microsoft Word
- Google Docs
Launch planner
Build launch timelines with clear milestones based on your projects. This teammate reduces manual scheduling burden by analyzing past launch post-mortems and cross-functional dependencies to a Launch Roadmap that provides a clear "path to green" and identifies every major hurdle before the team even starts.
Commonly used by
Product Marketing, GTM Strategy, and Event Marketing teams.
Use cases
- Analyze past launches for success patterns
- Create launch milestones from project data
- Identify dependencies and potential launch delays
Integrations
- Microsoft Excel
- Google Sheet
Creative spec writer
Bridge the gap between strategy and production by translating campaign briefs into granular, technical requirements for designers. This AI Temmate can create a Technical Spec Sheet so clear that a designer could start working immediately without asking, "What size does this need to be?" or "Where should I save this?"
Commonly used by
Creative Operations, Design, and Multimedia Production teams.
Use cases
- Break down creative direction into technical tasks
- Standardize file names and tasks for production handoff
- Audit campaign briefs for completeness (dimensions, specs)
Integrations
- Microsoft Word
- Google Docs
Competitive market researcher
Summarize market data into clear comparisons based on your project. This teammate gives you a "Tactical Edge"—enabling you to pivot your roadmap or messaging to exploit a competitor's specific vulnerability, allowing your marketing strategy to stand out without hours of manual desk research.
Commonly used by
Product Marketing, Competitive Intelligence, and Growth Marketing teams.
Use cases
- Summarize competitor positioning
- Find opportunities and gaps based on market data
- Map competitive gaps to your product roadmap
Integrations
- Web search
- Google Docs
- Microsoft Word
Copywriter
Scale content production for ads, emails, and social media without losing your brand’s voice to draft and refine marketing copy. his teammate generates high-performing copy by reviewing your "hero" content from past successful campaigns, ensuring every new draft mirrors your brand’s unique historical tone and style.
Commonly used by
Content Marketing, Social Media, and Digital Marketing teams.
Use cases
- Draft ads and emails based on project goals
- Refine drafts using past campaign tone and style
- Adapt assets for multiple channels and formats
Integrations
- Sharepoint
- Google Drive
Content localization manager
Move into new markets with native-level fluency while preserving your brand's voice. This teammate adapts brand content for global regions and audits copy for terminology consistency, ensuring your brand is described with native-level precision in every language.
Commonly used by
Localization, International Marketing, and Global Content teams.
Use cases
- Translate copy into multiple languages
- Adapt brand voice for regional markets
- Audit global copy for terminology consistency
Featured integrations
- Web search
- Google Docs
- Microsoft Word
Brand auditor
Review creative assets against your brand guidelines and past work. This teammate clearly identifies any deviations in new assets and provides a "Roadmap to Approval," ensuring that no off-brand material ever reaches the customer.
Commonly used by
Brand Management, Creative, and Marketing Quality Assurance teams.
Use cases
- Create or update brand guidelines from past assets
- Audit that messaging aligns with your brand standards
- Explain brand guidelines when assets don't match
Featured integrations
- Sharepoint
- Google Drive
Strategic operations
Enhance throughput and eliminate the need for manual orchestration. Operations teammatess automate the coordination-intensive tasks of reporting, process optimization, and deal structuring. They reduces reliance on manual processes, enabling leaders to maintain visibility and control while teams operate more efficiently.
Workflow optimizer
Stop manual toil before it scales by identifying operational bottlenecks. This teammate finds bottlenecks and suggests standardized process improvements or automations based on your team's historical execution patterns.
Commonly used by
Systems Operations, Business Process, and Infrastructure teams
Use cases
- Analyze project data to identify bottlenecks
- Recommend process improvements based on past performance
- Standardize project structure and naming
Integrations
- SharePoint
- Google Drive
Pricing strategist
This teammate identifies patterns in historical win/loss data to recommend optimal pricing and packaging that maximize value without sacrificing margins.
Commonly used by
Revenue Operations, Sales Ops, and Finance teams.
Use cases
- Identify pricing patterns and win/loss trends in your deal history
- Recommend pricing for new deals based on past performance
- Score deal likelihood with data from across your workspace
Integrations
- Google Sheets
- Microsoft Excel
Status reporter
Draft executive-ready reports on portfolio and goal progress. This teammate connects cross-functional work directly to high-level OKRs and tracks performance trends over time, highlighting when projects consistently hit or miss milestones.
Commonly used by
Project Management (PMO), Strategic Ops, and Executive Leadership teams.
Use cases
- Turn project data into clear portfolio reports and goal summaries
- Summarize performance trends
- Generate risk assessments from blockers and overdue tasks
Integrations
- Microsoft Word
- Google Docs
Business case builder
Create business cases with ROI projections to support funding requests. By benchmarking new proposals against past project costs and returns, this teammate ensures ROI estimates are realistic and standardized across the organization.
Commonly used by
Strategic Planning, Operations, and Finance teams.
Use cases
- Turn proposals into funding requests
- Estimate ROI from past projects
- Create standard proposal templates
Integrations
- Microsoft Word
- Google Docs
Decision tracker
Create and maintain a searchable record of project decisions and why they were made. This teammate maintains a searchable record of project history and detects conflicting decisions across teams, prompting reconciliation before work is wasted.
Commonly used by
Cross-functional Project teams, Chief of Staff, and Operations teams.
Use cases
- Summarize approved changes from comments and projects
- Track decisions from tasks and meeting notes in a project
- Check for conflicting decisions in your projects and documents
Integrations
- Web search
- Google Docs
- Microsoft Word
Data quality manager
This teammate cleans up missing data and inconsistent naming in your workspace.
Commonly used by
Data Operations, Systems Administration, and IT teams.
Use cases
- Identify duplicate tasks in your projects
- Propose standardized naming conventions
- Identify data governance issues based on your organization's best practices
Integrations
- SharePoint
- Google Drive
IT
Scale AI adoption responsibly with governance you can trust. IT teammates help organizations resolve support requests instantly and manage compliance risks within existing workflows. They ensure that as AI scales, it does so within your existing security and permission boundaries.
Compliance specialist
Keep your organization audit-ready by ensuring project plans and documentation adhere to regulatory standards. This teammate audits plans against your specific regulatory requirements and translates violations into actionable tasks for the team.
Commonly used by
Security, Risk Management, and Legal Compliance teams.
Use cases
- Audit project plans against compliance standards like SOC2 or ISO 27001
- Translate compliance violations into actionable tasks
- Generate compliance readiness reports
Integrations
- Web search
- Microsoft Word
- Google Docs
IT Support specialist
Resolve technical hurdles instantly by translating complex internal policies into clear, step-by-step instructions. By using your internal documentation, this teammate provides answers IT questions using your internal docs and knowledge base.
Commonly used by
IT Helpdesk, Technical Support, and Employee Experience teams.
Use cases
- Identify troubleshooting steps based on your technical docs
- Explain IT rules in plain language
- Draft support replies using company best practices
Integrations
- Google Docs
- Microsoft Word
Trend analyst
Spot recurring issues in support tickets and suggest fixes. This teammate looks across all open and closed tickets to identify patterns—such as recurring login bugs—that require a permanent remediation plan.
Commonly used by
IT Operations, Engineering, and Site Reliability teams.
Use cases
- Find patterns in bug reports and tickets
- Propose fix plans for recurring issues
- Consolidate duplicate bug reports or ticket requests
Integrations
- Web search
- Sharepoint
- Google Drive
Onboarding assistant
Accelerate new hire productivity from Day 1 by surfacing team context, setup guides, and "implicit" cultural knowledge. This teammate answers new hire questions using team context and IT guides.
Commonly used by
HR Operations, People, and IT Support teams.
Use cases
- Draft welcome notes with relevant resources
- Answer new hire questions from IT guides and project data
- Build team directories for new hires from team and project data
Integrations
- Sharepoint
- Google Drive
Vendor evaluator
Identify hidden risks and costs in purchasing decisions by evaluating vendor proposals against your internal requirements. This teammate builds weighted decision matrices to objectively compare vendors.
Commonly used by
Procurement, IT Sourcing, and Finance teams.
Use cases
- Review vendor proposals and identify requirement gaps
- Compare vendors on capabiliites, effort, and cost
- Draft briefs summarizing key tradeoffs for leadership
Integrations
- Web search
- Microsoft Word
- Google Docs
Product and Engineering
Smarter teamwork that keeps development rituals moving. Product and Engineering teammates carry context from prior feedback and past projects, to maintain high code quality and ensure execution remains aligned with the sprint goal.
Spec reviewer
Review your product specs to find missing details or improve clarity. This teammate uses shared context from past projects to draft industry-standard acceptance criteria.
Commonly used by
Product Management, Engineering Leadership, and QA teams.
Use cases
- Turn your conversations and notes into product specs
- Find gaps, edge cases, or ambiguity in specs
- Draft acceptance criteria from industry best practices
Integrations
- Microsoft Word
- Google Docs
Bug investigator
Analyze bug reports and prioritize fixes based on severity and frequency.
Commonly used by
Quality Assurance (QA), Customer Success, and Software Engineering teams.
Use cases
- Translate user feedback into reproducible steps for engineering
- Prioritize bug reports by severity and frequency
- Merge duplicate bug reports
Integrations
- Microsoft Excel
- Google Sheets
Sprint coach
This teammate tracks sprint progress and facilitates retrospectives based on your past work.
Commonly used by
Engineering Management, Agile/Scrum, and Product Development teams.
Use cases
- Summarize daily sprint progress against the burndown chart
- Forecast completion risks from past sprints
- Report on velocity trends and recommend improvements
Integrations
- Microsoft Word
- Google Docs