Asana Recurring Tasks vs. Templates

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, annual basis at specific time intervals e.g. monthly accounting, weekly reporting.

Task templates » Better for adhoc work that comes up from time to time but the frequency is more random. e.g. content templates, client templates.

0:00 - Introduction
1:31 - When to use recurring tasks
2:49 - How to create a recurring task
6:15 - Tips for recurring tasks
7:15 - When to use task templates
11:09 - Outro

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