Looking for templates already existing in Asana


#1

I’m starting a new very large project, consisting of on-boarding 300 retailers as new clients.

While I am recruiting for an Asana expert, I’d like to find an existing on-boarding template someone has used to create a series of 10-25 steps involved in the process from introduction to a new client, to the follow up thank you emails and everything in between. I am 100% visual learner, so seeing actual steps someone else used in a process and understanding which things are tasks vs other items will help me learn Asana, as well. Does not have to be template for on-boarding clients, it could be for on-boarding staffers or anything similar. TIA, Brian


#2

Hi @Brian_Ashley,

I have templates I made and used to successfully to onboard dozens of staffers; I’ll contact you by private message to share.

For other alternatives, peruse https://templana.com/ by @Bastien_Siebman for templates and consulting, and more consultants at http://productivity-experts.com/.

Larry Berger
Asana2Go & Trilogi Software: Asana Consulting


#3

Larry,

Thank you much. How do you PM in Asana? Do I need to supply you with anything more than you already know about me?


#4

You just click your avatar in the top right of this Community window and then click the letter icon. I’ve just sent you one so you should have a notice now.


#5

The best resource for templates is definitely @Bastien_Siebman’s Templana. Check it out!