Saltar para a informação do produto
Laptop displaying an Asana template with a 'Shop Now!' button on a dark background
1/6

Modelo do Asana para gestão de tarefas, CRM e roteiros

Import pre-built roadmaps, task lists, and CRM boards directly into Asana in seconds.

Preço de saldo  €3,59 EUR Preço normal  €4,99 EUR

PDF, Asana Template | 2026

Métodos de pagamento
  • American Express
  • Apple Pay
  • Bancontact
  • Google Pay
  • Maestro
  • Mastercard
  • MobilePay
  • PayPal
  • Shop Pay
  • Union Pay
  • Visa

O que vai receber

Dois modelos CSV prontos a importar para o Asana, juntamente com um guia de importação passo a passo, para que possa passar de um espaço de trabalho vazio para uma configuração funcional de gestão de tarefas sem ter de criar a estrutura por si.

  • Modelo de CRM - um CSV criado para gerir clientes e negócios como tarefas, com secções para as fases do pipeline e campos para dados de contacto, receita prevista e estado

  • Modelo de desenvolvimento pessoal - um CSV centrado em objetivos, hábitos e itens de tarefas, para acompanhar o seu próprio progresso em vez de um pipeline empresarial

Ambos os ficheiros são importados diretamente através do importador de CSV do Asana, pelo que as secções, tarefas e campos personalizados já estão configurados quando os carrega. O guia incluído explica como criar um modelo no Asana a partir de um CSV, para que o processo funcione mesmo que seja a primeira vez que importa um.

Process

1
Instant download Access your file immediately after purchase.
2
Access & customize Open the template and tailor it to your needs.
3
Put to work Start using your new product.

Asana is a task and project management tool used by teams and individuals to organize work into tasks, sections, and boards, track progress, and keep everyone aligned on what needs to happen next. Setting up a new workspace though, means manually creating every section, task, and custom field before it's actually usable.

This product removes that setup step. It includes two CSV files, ready to import directly into Asana, along with a step-by-step guide walking you through the import process so your workspace is fully structured from the first upload rather than built one task at a time.

Because the CSVs are just structured spreadsheets under the hood, they're easy to adapt beyond their original purpose. The same file that works as a CRM template can be relabeled into an Asana meeting agenda template, an onboarding checklist, an event planning template, or a project roadmap, since the underlying structure (sections, tasks, and fields) carries over regardless of what you rename it to.

  • Your files are available to download as soon as payment is confirmed, so you can start your right away; instant download items don't accept returns, exchanges, or cancellations.
  • Built as CSV files ready to import directly into Asana's task management system.
  • Guided setup.
  • Rename sections, tasks, and fields to adapt the CRM or personal development template into something else.

Instead of setting up tasks and sections one by one, you import a ready structure and get a workspace built for automation from day one, once it's in Asana, you can layer on rules and automated workflows without rebuilding the underlying task structure first.

Instead of a workspace that's disconnected from what the team is actually working toward, the CRM and personal development structures keep every task tied back to a clear pipeline stage or goal, so day-to-day work stays visibly aligned with the bigger picture instead of existing as isolated to-dos.

Instead of losing time switching between tools, an imported Asana structure is ready to connect with Slack, Microsoft Teams, and Google Workspace through Asana's own integrations, so updates and notifications reach the tools your team already uses without extra setup on your end.

What is an Asana Template?

An Asana template is a pre-built structure of sections, tasks, and custom fields that can be imported into Asana to set up a new project. It's used to standardize recurring workflows like event planning or client management, so the same structure can be reused every time that type of project comes up. A typical Asana template is delivered as a CSV file, since Asana's built-in importer converts each row into a task and each specified group into a section, making it possible to go from a spreadsheet to a fully structured project in a single import.

Black globe icon on a transparent background

Asana Template

PDF file icon with a download arrow on a green background

PDF File

Black download arrow icon on a transparent background

Instant Download

Modelo do Asana para gestão de tarefas, CRM e roteiros

Why Asana templates matter

Asana is a project management tool built to streamline communication and collaboration across teams, with features for organizing work, tracking projects, and reporting on progress. Templates are one of its most useful features, giving you a ready structure to work from instead of building a new project setup every time.

Modelo do Asana para gestão de tarefas, CRM e roteiros

Types of Asana templates

Pre-built. Made by Asana itself, these cover common needs like onboarding or project planning and can be adapted quickly without much setup.

Custom. Built for something more specific usually adapted from an existing template, when a pre-built option doesn't quite match how your organization actually works.

The CRM and personal development CSVs in this product sit in the custom category, pre-structured enough to import and use right away, but easy to relabel and adjust into whatever custom template your workflow actually needs.

© CraftedCharts. All rights reserved.

Perguntas frequentes

Once the CSV is imported, Asana turns each row into a task automatically, placed in the section (column) specified in the file. From there, you can edit any task the same way you'd edit one you created manually.

Yes, a free Asana account is enough to import the CSV files. You don't need a paid plan to create tasks, sections, or custom fields from an import.

The CRM template is built around client and deal tracking, with sections for pipeline stages and fields like contact details and expected revenue. The personal development template is built around goals, habits, and to-do items instead of a business pipeline.

Também poderá gostar de:

Ver tudo
Modelo de lista de compras | Folha de cálculo digital categorizada

Modelo de lista de compras | Folha de cálculo digital categorizada

Preço normal  €1,39 Preço de saldo  €1,20
Preço de saldo  €1,20 Preço normal  €1,39
Planeador do desafio de 100 dias para pessoas focadas em objetivos

Planeador do desafio de 100 dias para pessoas focadas em objetivos

Preço normal  €1,49 Preço de saldo  €1,09
Preço de saldo  €1,09 Preço normal  €1,49
Modelo de folha de propostas para leilão silencioso e formulário de descrição de artigos

Modelo de folha de propostas para leilão silencioso e formulário de descrição de artigos

Preço normal  €1,39 Preço de saldo  €1,12
Preço de saldo  €1,12 Preço normal  €1,39
Modelo de plano de negócios para coaching | Canva e PDF

Modelo de plano de negócios para coaching | Canva e PDF

Preço normal  €7,39 Preço de saldo  €4,69
Preço de saldo  €4,69 Preço normal  €7,39

Utilização e licenciamento de Modelo do Asana para gestão de tarefas, CRM e roteiros

Esta compra destina-se exclusivamente ao seu uso pessoal. Pode utilizar o produto para si, mas não pode revendê-lo, partilhá-lo, redistribuí-lo ou republicá-lo, nem os respetivos ficheiros ou ligações de acesso.

Esta compra não inclui direitos de revenda nem direitos de marca privada (PLR). Ao comprar este produto, concorda em mantê-lo para seu uso pessoal e em não o disponibilizar a terceiros nem vendê-lo sob qualquer forma.