Life is too short to keep reinventing the wheel and ...
relying on your memory to remember everything.
So, keep watching to learn how ...
to create task templates in Asana to standardize your ...
business procedures.
Music Intro
Welcome back to our channel.
I am Ufuoma Ogaga, a Controller and Workflow ...
Efficiency Advisor to nonprofit organizations and mental ...
health service providers.
If you have not done so, please hit the subscribe ...
button and turn on the bell icon,
so you get notified when we post videos every month.
Task templates are available under the Asana Premium,
Business, and Enterprise plans.
Use the link in the description box to sign up for Asana to ...
save some money. And,
if you do need 1-on-1 paid consultation to learn how to ...
leverage and optimize Asana for your business,
send us an email.
Task templates in Asana are a great way to standardize ...
how you track meeting notes, onboard your employees,
document the checklist to record revenue and expenses ...
in your accounting system, process payroll, and much more.
I recommend you figure out the procedure you ...
consistently create every day and convert it into a task ...
template to make it easier for you and your team to ...
replicate to stop reinventing the wheel.
Task templates only exist inside projects,
so create them once and update them as procedures ...
change in your business. We are using the Asana ...
business plan, so there are additional ...
features you will see in my templates that may not exist if ...
you are using the premium plan.
To get started, you have to create the task ...
first and then convert it to a template.
When creating a task, add all of the required steps ...
and detailed instructions for your team to update when ...
they use the task template.
So, I created a meeting notes ...
task with all of the instructions for my team to ...
use and complete when taking notes in our staff ...
meeting. To convert a task to a ...
template, click on the three-dotted icon ...
in details panel and select convert task to a template.
And, we will let Asana do its ...
magic. Asana removes the original ...
task from your project list to avoid confusion.
Under the Add new menu, all of the task templates you ...
create will be displayed here so you and your team can ...
click on a template to create a new task.
If you are using sections in your Asana project,
you can click on the plus icon right next to a section header ...
to use your existing template to create a new task.
If you need to edit a task template to add more action ...
steps, click on customize,
scroll down to the task templates section and click ...
on the pencil icon next to the task template you want to ...
edit. An edit window will pop up to ...
allow you to add new subtasks or update the ...
description field.
Now, there are few limitations to ...
using task templates in Asana.
Task templates do not duplicate when you duplicate ...
a project, and dependencies for ...
subtasks do not work in the templates.
They are also unavailable to use in the Asana mobile app.
Outside of these limitations, I recommend you have some ...
fun creating task templates to standardize your business ...
procedures to help your team track information consistently.
Leave a comment below to let us know how you are using ...
Asana task templates in your business.
As always, do not forget to subscribe,
like, and share this video to help ...
us grow our community. Thank you for watching.
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