Asana
The Ultimate Guide to Asana Templates: Streamline Marketing, Operations & More
Streamline projects with Asana templates. Access pre-built workflows for marketing, planning, onboarding, and save valuable team time.
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Teams juggle multiple priorities, tools, and deadlines, often wasting valuable hours on repetitive project setup tasks. That’s where Asana templates come in.
Whether you’re launching a product, planning an event, onboarding a new hire, or running a quarterly campaign, Asana templates empower you to move faster, stay organized, and scale your success.
Now, we’ll explore what Asana templates are, why they matter, and how you can use them to drive productivity across your team.
Before diving into templates, let’s take a step back.
Asana is a leading work management platform that helps teams organize and track their projects and tasks in one place. Founded in 2008 by Facebook co-founder Dustin Moskovitz and ex-Google engineer Justin Rosenstein, Asana is now used by millions of organizations—from startups to Fortune 500 companies.
Its intuitive design, robust feature set, and powerful integrations make it a go-to solution for teams that value transparency, accountability, and speed. At the heart of Asana’s appeal is its flexibility—you can customize workflows to match your processes, and that’s exactly where templates shine.
Asana templates are pre-built project frameworks that provide a ready-made structure for your workflows. Instead of starting from a blank page, you can use a template that includes pre-defined tasks, sections, deadlines, assignees, and more.
These templates cover a wide range of use cases—from marketing and sales to product development, HR, IT, and customer success. Think of them as smart shortcuts that help you kick off projects quickly, without sacrificing structure or consistency.
There are two main types of templates in Asana:
If you’ve ever felt the pain of setting up the same type of project over and over again, you’ll appreciate the power of templates. Here’s why they’re a game-changer:
Templates eliminate the need to start from scratch. A new product launch? Client onboarding? Weekly content calendar? Just duplicate the template and you’re ready to roll.
Templates ensure that processes are followed the same way every time, reducing missed steps or miscommunication. This is especially valuable for cross-functional or distributed teams.
With a template guiding your steps, you’re less likely to forget important tasks or milestones. This helps de-risk your projects and improve outcomes.
Once you find a process that works, you can replicate it across teams or departments with ease. That’s how high-performing teams scale their operations.
Templates help new team members ramp up faster. Instead of explaining every detail, you give them a living blueprint to follow.
Getting started with templates in Asana is simple. Here’s a step-by-step guide:
Click the "+" button in Asana to start a new project. You’ll be prompted to start from scratch, import a spreadsheet, or use a template.
Asana offers dozens of pre-built templates categorized by department and goal—such as marketing campaign tracking, IT requests, goal setting, product roadmap, and more.
Once you select a template, it becomes your own. You can modify tasks, add assignees, update deadlines, change views (list, board, calendar, timeline), and embed custom fields.
If you’ve built a killer project layout, save it as a custom template so your team can reuse it anytime. This is especially useful for recurring workflows like weekly team meetings, content creation, or sprint planning.
Plan and schedule your social media posts efficiently with this template. It allows you to organize content by platform, assign tasks to team members, and set deadlines to ensure consistent and timely posting.
Coordinate all aspects of your events, from budgeting to post-event follow-ups. This template helps you track tasks, manage timelines, and collaborate with stakeholders to ensure successful event execution.
Streamline your marketing initiatives by outlining strategies, assigning responsibilities, and setting clear objectives. This template aids in tracking progress and ensuring alignment across marketing campaigns.
Maintain a centralized repository for all project-related documents. This template facilitates easy access to important files, version control, and collaboration among team members.
Boost attendance and engagement for your events with a structured promotion plan. This template guides you through promotional activities, timelines, and channels to maximize outreach.
These templates are designed to save time, promote consistency, and enhance productivity across various projects. You can explore and customize these templates to fit your specific needs by visiting Asana's template library.
Asana templates become even more powerful when combined with other features and integrations:
These additions help you turn a static template into a dynamic workflow engine.
✅ Name templates clearly: Use consistent naming (e.g., “Marketing Campaign – Template”) so users know which to duplicate.
✅ Train your team: Host internal sessions or create Loom videos to explain how to use and customize templates effectively.
✅ Audit periodically: Review templates every quarter to update outdated steps, adjust for process changes, and keep documentation fresh.
✅ Create templates for more than just projects: Use them for recurring tasks, SOPs, or even client account management.
If your team is serious about working smarter, not harder, Asana templates are a must-have. They’re more than just time-savers—they’re enablers of consistency, clarity, and scale. Whether you’re a startup founder, team lead, or project manager, templates help you unlock more value from every hour your team invests.
At Omtera, we help organizations implement, optimize, and scale Asana for real-world business needs. From setting up templates to onboarding your entire team, we’re here to support your work management transformation.
Want to see how templates can fit into your workflow?
Book a free Asana consultation with Omtera today!