Asana Template for Task Management, CRM & Roadmaps

What you'll get

Two ready-to-import CSV templates for Asana, along with a step-by-step import guide, so you can go from a blank workspace to a working task management setup without building the structure yourself.

• CRM template - a CSV built for managing clients and deals as tasks, with sections for pipeline stages and fields for contact details, expected revenue, and status

• Personal development template - a CSV built around goals, habits, and to-do items, for tracking your own progress rather than a business pipeline

Both files import directly through Asana's CSV importer, so sections, tasks, and custom fields are already in place once you upload them. The included guide walks through how to create a template in Asana from a CSV, so the process works even if this is the first time you've imported one.