Summary
Keywords
Full Transcript
Need help with Asana? Book a 30-minute introductory call to learn more about our consulting service » https://minorco.com/asana If you're still copying and pasting tasks or rebuilding projects from scratch, it's time to meet your new best friend: Task Templates in Asana. In this video, we’ll walk you through exactly how to set up and use task templates inside Asana, the same way we do at MinorCo as an official Asana Solutions Partner. You’ll learn: How to create and manage task templates from scratch What makes task templates powerful (like relative due dates, assignees, and built out subtasks) When to use a task template vs a repeating task How we use templates in our own business for onboarding, planning content and building SOPs & internal workflows. Whether you're a solopreneur or scaling a team, Asana task templates will save you time, reduce manual effort, and help your team stay consistent. 0:00 - Task Templates: My Favorite Feature in Asana 1:03 - Asana Plans That Include Task Templates 1:27 - Projects & Task Templates 2:10 - Bundle Task Templates in Multiple Projects 2:44 - Building a Task Template 4:54 - Using Subtasks in Task Templates 9:00 - How We Use Task Templates for Content Planning 11:32 - How We Use Task Templates for Onboarding & SOPs 12:18 - Task Templates for Paying Invoices 12:51 - Bonus Example 13:15 - Task Templates vs. Repeating Tasks 14:22 - What Will You Use Task Templates For? Request a quote! Purchase your Asana licenses through MinorCo and receive the best price on your subscription + complimentary support: https://minorco.com/asana-request-a-quote/ Sign up for our FREE video training series: Asana 101: Introduction to Asana https://minorco.com/asana-101/ Want to take full advantage of Asana? Sign up to our Master Asana support program and take Asana to the next level » https://minorco.com/asana Sign up to my newsletter to get regular tips and videos on how to use Asana better » https://minorco.com/newsletter
