Somewhat new to Asana, but I’ve created a project list for onboarding our new clients. What’s the best way to continually use that list for new clients? Just duplicate it and use it for each client? That seems kind of clunky and like I’m missing something. Thanks!
Hi @Larry_Preston and welcome to the forum,
You’re right, there is a better way! What you want is to make that project into a template; then when you create a new project for a client, you can choose to base that new project on the template.
More on templates: