An Introduction to Asana Templates – 10 Essential Categories
Asana is a visual project management tool. This article will give you an introduction to their essential templates, which can help to simplify your projects.
These categories can help you get the most clarity when setting up your Asana workflows. It’s not meant to be comprehensive, but it can provide you with a focused starting point.
You’ll Learn:
Categories of Essential 10 Asana Templates
1. Marketing
Marketing templates of Asana are available in four different options: This template is for planners who wish to create marketing documents for their companies, or their particular fields of business. The marketing planner template is perfect for those who wish to create professional documents for presentations. This template is for marketing specialists who have the authority to create marketing content for their companies, departments, or partners. The marketing social media template is suited to be used by marketing and social media specialists.
The List of Marketing Asana Templates:
2. Operations
Operations templates of Asana support the specific needs of your company’s day-to-day activities and projects. For example, you’ll often find templates for managing inventory, an event, and a project.
The List of Operations Asana Templates:
3. Design
The design templates of Asana provide a visual layout of tasks, project segments, and other content. Individual tasks are arranged in columns that can be customized to present the content in a variety of sleek ways, depending on the project itself. The templates are designed to help with organizing the different types of projects that exist within a business.
List of Design Asana Templates:
4. Product
The product templates of Asana are used by companies around the world to design, launch, and manage features and campaigns. They are typically characterized as follows: i. Pre-launch, ii. Launch, and iii. Post-launch.
The List of Product Asana Templates:
| Bug tracking | Customer feedback |
| Product launch | Product roadmap |
| Daily standup meetings | Sprint retrospective |
| Usability testing plan | Team goals and objectives planning |
| Sprint planning | User research |
5. Cross-Functional
The cross-functional templates of Asana make the work of the whole team faster and more efficient. Without cross-functional templates, cross-functional collaboration is even harder.
A cross-functional template must be applied to an empty field that creates an incident. To ensure an efficient workflow, it contains the following fields: The description, assignee, due date, and owner.
List of Cross-Functional Asana Templates:
6. Sales
The sales templates of Asana are geared more towards sales managers. These templates disperse the workload to different team leads. This template is helpful if they want to delegate and assign tasks to their team members more efficiently. The team leads should regularly update the status of the tasks assigned to them, and indicate when each task is completed. This enables them to see the progress of their team.
List of Sales Asana Templates:
7. Customer Success
Customer success templates of Asana enable your company to take a different approach when dealing with the life of a customer, and keep it on time with the growing demands of those customers and the market. By effectively handling the customer, it helps your company maintain great visibility of your customer and improve customer retention. The key aspects you learn are how the customer service strategy can improve customer satisfaction, increase customer retention, and up the customer value proposition.
The List of Customer Success Asana Templates:
8. Engineering
Engineering templates of Asana are an essential part of your project. In this article, we have briefly outlined 10 templates that can serve as your go-to plan. These include design, development, operations, marketing, and even administrative documentation templates to play a part in your project as it is designed.
The List of Engineering Asana Templates:
9. Information Technology
The information technology templates of Asana are optimized for various technology functions and IT roles. This is to ensure that all files have a place within Asana for efficient project management and collaboration. These templates are done visually, and include various task management, calendar, to-do list, and contact forms.
The List of Information Technology Asana Templates:
10. Human Resource
The human resource templates of Asana can, at the minimum, generally include a resumé, skills, availability, and contact information. Other templates can also include job requirements, prior experience, and salary expectations. Asana templates can also include notes about team members, key performance indicators, and any other information about your template that might be helpful to others.
List of Human Resource Asana Templates:
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Closing Thoughts
The tools used to optimize efficiency in your personal, professional, and academic work are at your fingertips. Asana, an intuitive digital platform for team collaboration and project management, provides templates for everything that you could ever need, so you can start your day off right.
Asana gives you the ability to create a personalized workspace, so you can define the features and functionalities, as well as create multiple templates that all have different functionalities. This versatility means that you can set up and save as many different templates as you need. With Asana you can also create uncategorized project management lists for specific projects and tasks, which can save you time if you have a number of long-term projects. You can also link the lists to create a custom hierarchy that is easier to navigate.
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For more information on project management software and methodologies read our blogs.
Frequently Asked Questions
1. How are Asana Templates useful?
Asana templates are useful if you have a consistent workflow, or if you have similar tasks with similar workflows, and you need to save time.
2. Can Asana Templates be expanded?
Yes. Asana comes with several templates that can be easily expanded. These templates are organized within a ‘collections’ folder in your account. You can manage which ones you want to use from the sidebar of your team’s main screen.
3. Can Asana Templates be collaborated?
Yes, there is a task collaboration feature in Asana that can be used to collaborate on templates. While the feature is not accessible to all team members, this feature can be enabled on an individual basis. The account owner can enable them, and individual team members just need to log in with their usernames and click on the “Enable” button to gain access.
Simon Calder
Chris “Simon” Calder was working as a Project Manager in IT for one of Los Angeles’ most prestigious cultural institutions, LACMA. He taught himself to use Microsoft Project from a giant textbook and hated every moment of it. Online learning was in its infancy then, but he spotted an opportunity and made an online MS Project course - the rest, as they say, is history!