Navigate to the project you will be saving as a template in Asana, go to the project actions > Click "Save as template".

Click "OKR Process for Business Manager [Q+Year]"

OKR Process for Business Manager [Q+Year]

Make sure to name your template following your naming conventions.

Select the privacy setting for managing and using the template:
• "Anyone with access to this team can use, edit, and delete the template",
• "Anyone with access to this team can use this template",
• "Only people you've invited can use or edit this template".

Click "Anyone with access to this team can use, edit, and delete the template"

Anyone with access to this team can use, edit, and delete the template

Click "Anyone with access to this team can use this template"

Anyone with access to this team can use this template

Click "Only people you've invited can use or edit this template"

Only people you've invited can use or edit this template

⏳Wait until the entire project is loaded as a template.

OKR Process for Business Manager [Q+Year] is being saved as a project template.

Define a template for the "Project Overview" of the project > Click "Continue".

Define a template for the "Project Description" of the project > Click "Continue".

Review the privacy settings indicated at the beginning of the creation of the template.

Click the "Invite Asana members…" to add the key team members that will be part of this project.

Make sure to indicate who will be:
• "Owner" of the project,
• "Can Use" the project,
• "Can Edit" the project,
• "Remove the template member" when the person doesn't need to be added to the projects anytime the template is being used.

Make sure to indicate who will be:
• "Owner" of the project.
• "

Can edit
This member can add, edit, and delete anything in the template.

Click the "Start typing the name of a Portfolio…" field.

Add your template automatically your projects created from the template to the portfolios needed > Click the "Start typing the name of a Portfolio…" to look for the portfolio(s), > Click "Add".

Save a Template Project