How to add a project template in Asana
Turn an existing Asana project into a reusable template: save it from the project menu, name it, and customize its default tasks and settings.
Quick answer
Open your project's menu from the arrow beside its name, choose "Save as template", type a title in the "Title of template" field, then click "Create template". Asana opens the template builder, where you can edit default tasks, assignees, and due dates, and click "Done" when finished.
Steps at a glance
- Open the project menu beside the project name
- Choose Save as template
- Type a title in Title of template
- Click Create template
- Edit the template in Build your template
Interactive demo
Summary
A project template lets you reuse a proven project structure instead of rebuilding it each time. Asana copies the project's tasks and sections into a template you can edit. This keeps recurring work consistent across your team.
Step-by-step guide
Step 1
Open the project menu
Open the project you want to reuse, such as "Work requests". Click the arrow next to the project name at the top of the page to open the project menu.
Step 2
Choose Save as template
In the menu, find **Save as template** below **Duplicate** and click it. Asana opens a "New template" panel.
Step 3
Name the template
Click the **Title of template** field and replace the project name with something descriptive. The panel notes that apps, completed tasks, notes, and dashboard tab contents are not copied to your template.
Step 4
Create the template
Click **Create template**. Asana saves the template and shows a "Created" confirmation at the bottom of the page.
Step 5
Customize the template
The "Build your template" panel opens with **Project content**, **Overview**, and **Settings**. Use it to add or edit the template's default tasks, assignees, and due dates. Edits save automatically, so click **Done** when you are finished.
Why this matters
You run the same kind of project every quarter and keep rebuilding the same sections and tasks by hand. Saving the project as a template means the next launch starts from a ready structure, so you spend your time on the work.
Frequently asked questions
Are my template changes saved automatically?
Yes. The template builder shows that all edits will be auto-saved, and you click Done when you finish.
What does not get copied into the template?
Apps, completed tasks, notes, and dashboard tab contents are not copied to your templates.
Related guides
Continue with more step-by-step guides for getting work done.
How to duplicate a project in AsanaDuplicate a project in Asana in six steps: open the project menu, choose Duplicate, name the copy, pick what to copy, and find it in the sidebar.
How to add a project in AsanaLearn how to add a project in Asana: start a blank project from the sidebar, name it, keep the default views, and create it in six clicks.
How to add a collaborator to a task in AsanaAdd a collaborator to an Asana task: open the task details, use the collaborators button, and enter a teammate's email address in the Members field.
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