New to Asana, looking for suggestions on templates for our team


#1

New to Asana, so far loving it.
We are an IT company that will have certain repetitive processes that I want to streamline.
For example, we are a VoIP deployment company, so we have multiple steps that lead us to an onsite installation.
What I want to do is to create a template in Asana so that we can label it as a client name, and then simply make adjustments in quantities.
Is there a way to have a task be completed before another task becomes activated?
For example, with out a completion of a “sale” there is no reason to even show the ordering of product, or scheduling of an install date and time.
Does that make sense?
Is there a good template for this type of process that I can use as a base?
We also onboard a new Managed services customer, or install camera systems.
I would like to have a project base for each of the things that we do as staples of the company.


#2

Hi Alan,

There is currently no community template library feature in Asana.

I’ve built templates with 100+ task items in them; your template needs can certainly be met in Asana. Because of Asana’s flexibility, your final template could be assembled in a few different ways.

I’d say the best way to start might be using a spreadsheet to build out all steps from start to finish, or build a start to finish list in an Asana project.
Starting from a list will allow you to look at whole process while you think about how to best structure it in Asana. With a list already built in an Asana project, you can reassign, reconfigure, or restructure task to best fit your process.

You may find a list is best or you may see how a column layout works better, it really depends on the process.


#3

Hello Alan. Was wondering if you ever successfully completed your Onsite Installation template in Asana. We have a similar challenge, a lengthy set of steps and actions necessary to deploy a new customer with our SaaS-based transportation management system. We use Asana already, but I’m not sure it will fully support what I envision.


#4

I still believe Project Kickstart is the very best program to layout workflows. It then exports to Excel where your would be on your way to a CSV import. Try the Trial and you will see what I mean.

https://www.projectkickstart.com/products/project_kickstart.cfm