Creating and Using a Bundle in Asana
This guide provides step-by-step instructions on how to create and use bundles in Asana, a project management tool. It covers two options: creating a bundle from scratch and generating a bundle based on an already created project. It also explains how to upload a bundle into a new project.
Emily Kokol-Rivera
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29 steps
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2 minutes
Asana
Option 1- To Create A Bundle from Scratch
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Within a project, select "Customize" in the upper right hand corner.
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Click "Bundles".
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Click "add bundle".
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Click "create bundle".
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Click the "Name this bundle" field.
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Name the bundle.
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You can now add sections to your bundle.
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Click "Add section"
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To edit or delete a section, click the three ellipses to the right of the section name.
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You can also add custom fields.
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Create your own fields.
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Or add fields from the library.
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Rules can be added.
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Task templates can also be added.
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Click "Done" after adding your task templates.
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Once the bundle is complete, click "continue".
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Click "Add to project"
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Select which project you would like to add the bundle to.
Option 2- Have Asana Create a Bundle Based on an Already Created Project