Asana Workflow Templates

A business is not secure or scalable until it is replicable, right? So let's get you there. Or, refine your process! (See what we did there?)

The Refine Asana Workflow Templates will ensure that you and your team provide consistent, reliable, and top-notch service to your clients through automating your process.

Inside you'll find 3 Asana templates outlining the process for Full Service, Partial Planning, and Event Management!

FAQs:

• These templates are fully functional in the free version of Asana.

• The Wedding Planning Process Kit, Refine Portal, and Asana Templates all follow the Refine process, just in different formats, and can be used together or separately. The level of detail and functionality will vary by default of each platform's ability.

  • The Wedding Planning Process Kit is intentionally provided in a Google Drive document so you can implement the material into the software of your choice.

  • The Refine Asana Workflow Templates are outlining the Refine workflow of the Wedding Planning Process Kit, but do not have the content to guide each task. These are designed to help you quickly create a workflow, implementing your own email templates, forms and questionnaires. If you wish to also purchase the WPPK, it will be easy to plug right into these Asana templates for project management!

  • The Refine Portal has the WPPK integrated into Google Drive for project management. It also has far more templates, creating an overall “done-for-you” system.