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Asana

Launch a project from a template in Asana

One 1:44 screen recording, 8 clicks, no script. TurtleScene turned it into everything below. Nothing was edited by hand.

In1:44 recording
Out19
  • 10 videos
  • 1 clickable demo
  • 2 GIFs
  • 2 thumbnails
  • 2 caption tracks
  • 1 help article
  • 1 set of launch posts
The three main outputs

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Written from the same recording

The docs and the launch copy come with it.

Help article
Markdown

How to launch a project from a template in Asana

Use a template to create a new project, then add and publish an automation rule. You’ll finish by opening a task to confirm the automated comment appears in the task details.

1. Click Create project

Click Create project

From Browse projects, click + Create project. This starts a new project from scratch or from a template.

2. Choose the Product launch template

Choose the Product launch template

Select the Product launch template, then click Use template. The new project opens and switches to Board view.

3. Open Customize

Open Customize

With the Product launch board open, click Customize. This opens the project customization options in a side panel.

4. Open Automations

Open Automations

In the side panel, click Automations. This takes you to the area where you can build rules for the project.

5. Start a new automation

Start a new automation

Under Add automation, click Start from scratch. This opens the automation builder for a new custom rule.

6. Add an action step

Add an action step

The builder already shows the trigger Task is moved to a section for Launch preparation. Click + Add step to choose what should happen after that trigger.

7. Publish the automation

Publish the automation

An Add comment action is already set to comment in Task, and the message field is filled in on the right. When everything looks correct, click Publish to activate the rule. After it publishes, the board returns and shows a confirmation message.

8. Open the task details

Open the task details

Back on the board, click Kickoff and planning in the Launch preparation section. The task details panel opens, then scroll to Comments to view the automated comment that was added.

You’ve created a project from a template and confirmed that its automation runs on a task.

Launch posts
Markdown
You
Your company
LinkedIn post · written by TurtleScene

Starting a new project from scratch usually means rebuilding the same plan again.

This walkthrough shows how to launch a project from a template in Asana, then automate a simple next step so work keeps moving.

In the video, you’ll see how to:

• create a project from the Product launch template • use the ready-made board with sections, priorities, and owner tags • open Customize > Automations • start an automation from scratch • set a trigger and action so that when a task enters Launch preparation, a comment is added automatically

It’s a practical setup for first-time users: start with structure, add one automation, and reduce the manual follow-up that slows projects down.

If you want a quick, clear example of how templates and automations work together in Asana, watch the video. #Asana #ProjectManagement #WorkflowAutomation

You
Your company
X post · written by TurtleScene

Blank projects slow teams down. This video shows how to launch a project from a template in Asana, then add one automation so a task entering Launch preparation gets a comment automatically. Watch the walkthrough. #Asana #ProjectManagement

Read the blog post

How to launch a project from a template in Asana and automate the next step

Start with a template instead of a blank project

Creating a project from scratch often means rebuilding the same structure every time. This video walks through a faster way to get started in Asana: launch a project from a template, then add a simple automation to handle the next step automatically.

What the video covers

The walkthrough begins with the core problem: a blank project creates extra setup work. Using a template gives you a ready-made starting point with sections, priorities, and owner tags already in place.

From there, the video shows how to create a project in Asana by opening Projects, clicking Create project, selecting the Product launch template, and choosing Use template. The result is a board that is already structured and ready to use.

Add one automation

After the project is created, the video moves to a basic automation example.

Each automation in Asana pairs a trigger with an action. In this case, the trigger is a task entering Launch preparation, and the action is adding a comment.

To set it up, the video shows how to open the Customize menu, select Automations, choose Start from scratch, enter the comment, and click Publish.

See the result in action

The final step demonstrates what happens when a task is moved into Launch preparation. When Kickoff and planning is moved into that section, the automation runs and adds the comment automatically.

It’s a simple example, but it shows the value of combining templates and automations: start with a structured project, then reduce repetitive manual steps as work moves forward.

Watch the walkthrough

If you’re new to Asana and want a practical example of how to launch a project from a template and automate a next step, watch the video now.

Captions · narrated video
SRT VTT
  1. 00:00Here's how to create and test
  2. 00:01a project automation in Asana.
  3. 00:04From Browse projects,
  4. 00:06click + Create project.
  5. 00:09Choose the Product launch template
  6. 00:11with Use template.
  7. 00:13Asana opens the new project
  8. 00:15and switches to its Board view.
  9. 00:18With the Product launch board open,
  10. 00:21access project customization options
  11. 00:23from Customize.
  12. 00:25In the side panel,
  13. 00:27open Automations to build rules.
  14. 00:30On Add automation,
  15. 00:32choose Start from scratch.
  16. 00:36The automation builder already shows
  17. 00:38the trigger Task is moved
  18. 00:40to a section for Launch preparation.
  19. 00:43To define what happens next,
  20. 00:45add an action with + Add step.
  21. 00:48An Add comment action is set
  22. 00:50to comment in Task, and the message field
  23. 00:52is filled in on the right.
  24. 00:54When the rule looks correct,
  25. 00:56activate it with Publish.
  26. 00:58The automation publishes, and the board
  27. 01:01returns with a confirmation message.
  28. 01:04Back on the board, the task in Launch
  29. 01:06preparation is highlighted, and the left
  30. 01:08side shows the automation running.
  31. 01:11Open Kickoff and planning to check
  32. 01:13the task details and comment activity.
  33. 01:16The task details panel opens,
  34. 01:18then scrolls to the Comments
  35. 01:20section showing the added comment.
  36. 01:23The task now shows
  37. 01:25the automation comment in its details.
Captions · story video
SRT VTT
  1. 00:00Here's how to launch a project
  2. 00:01from a template in Asana,
  3. 00:03then automate the next step.
  4. 00:05A blank project means rebuilding the plan.
  5. 00:08The template brings sections,
  6. 00:10priorities and owner tags.
  7. 00:13In Projects, click Create project,
  8. 00:15pick the Product launch template,
  9. 00:17and choose Use template
  10. 00:19to get a ready-made board.
  11. 00:22Each automation pairs a trigger
  12. 00:24with an action. Here, a task entering
  13. 00:26Launch preparation gets a comment.
  14. 00:30Open the Customize menu, then select
  15. 00:32Automations, choose Start from scratch,
  16. 00:35set your comment, and then hit Publish.
  17. 00:40Move Kickoff and planning into Launch
  18. 00:42preparation, and the automation runs,
  19. 00:44adding the comment for you.
  20. 00:47Start from a template, add one automation,
  21. 00:50and keep your launch moving.
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GIF · story videoChangelogs, READMEs, emails
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Thumbnail · narrated videoYouTube and link previews
Thumbnail · story video
Thumbnail · story videoYouTube and link previews

Independent tutorials we recorded ourselves. Asana is a trademark of their owners; TurtleScene is not affiliated with or endorsed by them.

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