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Asana One-on-One Meeting Agenda Template

This template is perfect for one-on-one meetings between managers and team members. 

Who will love this template?

  • Managers wanting to streamline their meeting process and ensure work gets assigned and done
  • Team members wanting to share wins, blockers, concerns and updates

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The process for using this template is:

Before the Meeting 

Both the manager and the team member add topics (as Tasks) to the Asana workspace before the meeting. Topics are added as Info, Blocker, Discuss or On Hold.

During the Meeting

Topics are discussed, notes are added and action items (with action owner) are added as sub-tasks.

After the Meeting

Task notes are updated and are checked off as completed.

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What you need before purchase

  • Basic knowledge of how to use Asana
  • Paid Asana Premium account (sign up here)

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After purchase

After purchase you'll be able to download the template immediately. The template comes in a .csv format and can added to your paid Asana account by:

  • Download .csv file from Gumroad
  • Login to Asana and click on the "+" icon next to your workspace name
  • Under "Create Project", select "Import spreadsheet"
  • Name your project, select Privacy options and click the "Select file to import" button
  • Click on "Select a CSV file to import"
  • Click on "Go to project"
  • Your sample tasks will start populating (give it a minute to upload)
  • Delete out the sample content and add your own sample tasks
  • Click on the dropdown arrow icon next to the Project name and click on "Convert to template"
  • Your template is now ready to use for all new one-on-one meetings



For ongoing use, the steps are:

  • Login to Asana and click on the "+" icon next to your workspace name
  • Under "Create Project", select "Use a template"
  • Your template will shown under General Templates and also under the "By [your company name]" section

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FAQs

Pricing

You can get this template for free by entering "0" in the price box. If you're feeling generous, add your tip amount to the box (sending a virtual high-five👋 & thanks!).

Refunds

As this is a digital product, we can't offer refunds on purchases. Feel free to contact us via our main website, Template Road, for any questions before buying and we'll happily reply.

Asana Free Account

This template will only work with a paid Premium or Business Account as it uses custom fields (a paid feature). If you're not an Asana user, sign up here.

Share with team

This purchase is for a single license for you to use with your team. If you want to share with additional teams, divisions or people from other companies, please get in touch (to discuss the extra licenses).


  • Size1.61 KB

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Asana One-on-One Meeting Agenda Template

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