Year-End Checklist

What does this Asana Template do?

This easy-to-install template pulls together a group of tasks that a business owner should check off as reviewed and/or completed at the end of each fiscal year.

If you aren’t using the free Asana platform yet, I’ve included a link so you can get set up.

Complete this "Year-End Checklist" so you are ready to hit the ground running in the New Year.

How to Use this Asana Template

1) Download the Template

Download the template below.
The file will be a CSV file. Be sure to save the download to a file on your computer as a “CSV” file.
This has to be done because, currently, Asana only accepts CSV imports.

2) Import into your Asana platform

In Asana, add a PROJECT to the selected TEAM by clicking on the “+” next to the TEAM name.
Select “Import Spreadsheet”, name the PROJECT (“Year-End Checklist Template”), select the team ( I would add this to the Management Team), “select the file to import” by browsing to the downloaded CSV file on your computer, and then IMPORT.
Asana will respond with “Here’s your data that will be imported”.
Select “Go to project”.

3) Set up the Template

When the import is completed, access the template “Year-End Checklist Template” in your Asana Management Team file.
Read through the list and customize for your use.
Click on the three dots next to the Project
Duplicate the project, naming it “Year-End Checklist 20XX”.
Go through the checklist to document your year-end actions.

4) Next Year

Customize the Template, if necessary.
Copy the project, naming it “Year-End Checklist 20XX”.
Go through form, documenting your actions.
This will provide a year-to-year record of your end of year actions.