Recurring tasks and templates are great for reminding you when to take repetitive actions and help you to define a clear process on how and when to do the work. I often get asked about the best practices on when to use a recurring task vs a template. They are similar, both can have details and subtasks built into them, so what's the difference?
Recurring tasks » Ideal for work that you need to do on a daily, weekly, monthly, or annual basis at specific time intervals e.g. monthly accounting, weekly reporting.
Task templates » Better for adhoc work that comes up occasionally but the frequency is more random. e.g. content templates, and client templates.
Need help setting up Asana and optimising it for your business? Join my Master Asana program!