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How to create task templates

In this video, we will show you how to create task templates in two ways; by converting an existing task, or by creating a task template from scratch. We'll also explain where to locate task templates if you need to edit or delete them.

Key steps covered:

  • How to create a task template from an existing task
  • How to create a task template from scratch
  • Where to find task templates within the Customize menu

Why use task templates in Asana?

  • Save time when creating tasks by using task templates
  • Standardize how work gets kicked off with predetermined assignees, custom field values, and collaborators
  • Use relative due dates to automatically determine deadlines as soon as a task is created

Learn more about task templates:

 

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How to Use Task Templates in Asana