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Asana Stay Organized with Pre-Built and Custom Asana Templates

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Stay Organized with Pre-Built and Custom Asana Templates

Asana is a powerful project management tool that allows you to streamline communication and optimize collaboration across teams. It provides project management, communication, and reporting tools to help you organize your workload in the most efficient way possible. One of the best aspects of Asana is the availability of Asana integrations and templates—let’s explore them in more detail.

What Are Asana Templates?

Asana templates are pre-built or customizable project management structures that provide a starting point and can be adapted by users to suit a range of tasks, projects, and workflows. Project templates are particularly helpful to those who are new to the platform, providing them with a place to start. Templates help individuals and teams save time and maintain consistency by providing a structure that can be easily amended and reused when required. 

Everhour is the top choice for small businesses and small to mid-size teams of 5 to 50 members, including professionals like software developers, marketers, designers, consultants, lawyers, you name it!

Seamlessly integrating with popular project management tools like Asana, Trello, and Jira, its user-friendly interface and customizable reports make it the ultimate time tracking solution for small and mid-size teams.

With dedicated support ensuring you receive timely assistance, our team is here to help you promptly and with a smile!

How Asana Templates Work

Creating an Asana template allows you to access a pre-built structure for tasks and projects, which can be customized to suit your personal needs or the requirements of your organization. The platform allows you to use pre-built templates or create your own custom template from scratch. Once you’ve selected or created a template, you can add tasks, assign team members, and set task or project completion deadlines within the project team template. Another benefit of Asana templates is that they are shareable, allowing you to collaborate to make projects run smoother. 

Types of Asana Templates

📦 pre-built.

Pre-built templates are made by Asana and can be quickly adapted to the specific needs of various tasks and projects. They can be project or team-specific, such as an HR project plan template or an Asana onboarding template, or they can be more general in their nature, such as a management template or a plan for success template. So if you’re looking for easy-to-use, free project templates, Asana is the ideal platform for you.

🔧 Custom 

For those with something specific in mind, custom templates are more suitable. Users create Asana custom templates to meet their specific needs should they fail to find a suitable pre-built template. They can be created from scratch. Alternatively, to save time , they can be heavily adapted from existing templates. For example, if you’re planning to use a team management template, you may decide to create one from scratch to ensure it accurately reflects your organization’s processes. Create your very own Asana CRM templates, IT templates, and project templates for free.

Asana Template Examples

One of the main advantages of Asana templates is that there are so many options available. You can choose from these various examples.

Asana project templates

Asana is the place to access project management templates for free. The platform provides a wide variety of project planning templates to help you coordinate tasks, schedules, and assignees. Pre-built templates in this category include contingency plans, production schedules, capacity planning, process map templates, and more. With Asana, you can use time-saving, efficiency-boosting templates for project management for free!

Example: Imagine that you manage a content creation team for an online publication. In this case, you would use a pre-built Asana template to streamline the content creation process, including planning, creation, review, and publication. The template would have headings such as “Assigned,” “In Progress,” “In Review,” or “Scheduled for Publishing.” Tasks included in the Asana task templates would likely include content brainstorms, writing articles, editing, and proofreading, getting approval, and publishing.

Program management templates

Program management templates are also available on Asana, helping organizations plan, track and manage several projects all at once, ensuring resources are allocated properly, and deadlines are met across the business. Templates that fit into this category include project scope management plans, resource allocation, resource management , and capacity planning templates.

Example: Imagine you’re managing the launch of a new software product, and the process involves coordinating various teams. To manage this process, you could use a pre-built Asana program management template to create a clear plan covering all tasks and containing information regarding the software product launch. 

Project board template

Asana’s project board templates are similar to the ones you’d find on the project management tool Trello. You can track all aspects of your project in one place, on one easy-to-navigate board that shows you the status of all tasks.

Example: Imagine you’re managing a team that has been tasked with redesigning the company’s outdated website. To ensure all team members are aware of their responsibilities and the tasks involved, you use Asana’s project board template to create an easy-to-digest visual overview. You’d make use of columns including “To Do,” “In Progress,” “In Review,” and “Approved.” As tasks are completed, the task cards are moved to the completed column so it’s clear that no more action is required on that specific task. 

Asana onboarding template

Asana’s onboarding template gives new team members an easy way to track their onboarding to-dos in one place. Integrated features include list views, custom fields, subtasks, and multi-homing, making it easier for new hires to set themselves up for success. 

Example: Imagine you’re an HR Manager, and you’ve just hired a new team member. To ensure their onboarding process goes smoothly, you use Asana’s onboarding template to ensure the new hire understands their responsibilities and has sufficient information about the company and its culture. The template is split into digestible sections, such as “Start Here,” which includes information on welcome meetings and other tasks that will happen on their first day. The next section includes information on HR, benefits, and payroll, allowing the new hire to access paperwork they need to fill in and read company policies. 

Vendor management template

Asana provides several vendor management templates to help you track supplier relationships and get the very most out of business resources. Template options include vendor management, construction project plans, agency collaboration, and freelancer management templates. 

Example: Imagine you’re the Operations Manager at a company that works with various vendors. To ensure that all goes well, you use Asana’s vendor management template to keep careful track of all vendor-related tasks. The template includes such information as start dates, status updates, the initial project brief, and approval workflows to ensure work stays within scope.

Asana event planning template

Asana’s event planning template allows you never to lose sight of vital event planning details. You can track your information from one place, including a budget, vendor information, and other essential to-do’s. The template includes useful features, such as status updates, milestones, dependencies, and timelines, and can be integrated with Gmail, Microsoft Teams, Slack, and Outlook. 

Example: Imagine that you’re a busy event planner and you’re organizing an annual conference for a B2B company. You decide to use Asana’s event planning template to ensure all tasks are completed, and the information you need is in one easy-to-access place. The template includes helpful sections such as “Venue and Logistics,” “Catering,” “Speakers and Agenda,” and “Registration Management.” You also add custom fields to this template to track the event’s budget and vendor contact details.

HR project plan template

Human resources teams handle a wide variety of tasks, from payroll to onboarding and offboarding and so much more. The Asana HR project plan template allows HR teams to keep up with all tasks thanks to useful features like status updates, workload, workflow builder, and calendars. The handy template allows HR teams to streamline recurring work, set team priorities and communicate progress quickly and easily. But that’s not all—you can also integrate the template with popular apps such as Google Workspace, Gmail, Outlook, and Clockwise.

Example: Imagine you’re an HR Manager at a fast-growing company, and you need to streamline the department’s processes as a result. You decide to use Asana’s HR project plan template to help manage team workloads and keep careful track of tasks. You include sections such as “Planning,” “Milestones,” and “Next Steps” to ensure everyone is aware of what is being done. 

Asana marketing templates

Asana provides several pre-built templates for marketers. Improve the marketing team’s performance by utilizing the marketing budget, marketing campaign plan, marketing project plan, and marketing strategy templates. The marketing budget template allows you to bring clarity and visibility into your budget, while the marketing campaign plan allows you to keep tasks on track and hit all deadlines. Similarly, the marketing project plan guides you through project management best practices, while the marketing strategy template acts as your team’s North Star, guiding your actions at every turn. 

Example: Imagine you’re a Marketing Manager at a company, and you’re launching a new product. To ensure your team is as efficient as possible, you use Asana’s product marketing launch template . The template includes a launch timeline, including the tasks that must be approved and ready to go before the launch date.

Customer success template

You must take care of your customers at every stage of their journeys. With pre-built Asana customer success templates, you can ensure all team members know how to care for customers at every step. Choose from a range of useful templates, including post-sales handoff, customer feedback, pre-sales deal support, and customer implementation templates. 

Example: Imagine you’re the Customer Success Manager at a SaaS company. You decide to use Asana templates to help you manage various aspects of the customer journey. You use the pre-deal support template to help your team communicate with prospects and leads, the post-sales handoff to ensure a smooth transition from sales to customer success, and the customer implementation template to manage the process of setting up your service for customers.

How to Create Asana Templates

If your team repeats projects or tasks, you don’t need to recreate them in Asana every single time. Instead, you can create a custom template or use a pre-built Asana one. But if you get stuck, don’t be afraid to have a look at pre-built templates for some Asana template ideas.

How to create a custom template

Creating templates in Asana is a straightforward process:

1. Create a new project (or duplicate one you already have, removing unneeded details) to capture tasks your team regularly does. Complete all task details, such as due dates and attachments.

2. Once you’ve completed the template, click the project header drop-down and select ‘Save as Template.’

3. Create a new project using the + button in the top bar to use your newly-created template. 

4. Next, click the ‘Templates’ tab on the new project screen. You will see custom templates organized by each team in the tab with your organization’s name.

How to use Asana-created templates

If you’re new to Asana or you don’t want to create a custom template, use an Asana-created template. In the templates library, you’ll find various free templates for project management workflow templates, business management templates, website project templates, graphic design project management templates, team management plan templates, and much more. 

To use Asana-created templates, you follow the same steps outlined above, but instead, you stay in the ‘General Templates’ tab. 

To add a pre-built template:

1. Click on the ‘Customize’ button.

2. Scroll down and click ‘Add Template.’

3. Include the word ‘template’ in the task name so it’s easy to search for. 

4. To duplicate the task, select the three dots button in the top right corner of the task, then click ‘Duplicate task.’

TL;DR: Asana Templates

Asana templates are structures that benefit users by streamlining project management, saving time, and maintaining consistency across organizations. Just like most Asana alternatives , it provides various templates, such as project management, marketing, onboarding, and customer success, which can be edited to include various tasks, projects, and workflows. 

Track time with Everhour

Employee time tracking helps boost your organization’s efficiency and productivity, which results in a stronger bottom line. Everhour is an intuitive time tracker that can be used to track time inside Asana . Key features include a time clock app , attendance tracker , timesheet app , and work hours tracker to take the hard work out of team management. So if you’re looking for an all-in-one solution with time management, billing and budgeting, task management, team management, and expense tracking features, consider Everhour. 

Maria Kharlantseva

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Your recipe for success: Introducing custom templates

By Christy Roach Jun 14, 2017

At your company, you’ve probably figured out a few processes that just work for your team. Maybe it’s a quarterly marketing campaign, or a process for product launches.

These are your “secret sauce” that make your organization unique. Whatever your secret sauce is, once you’ve perfected it, it should be easy to share throughout your entire company so everyone can follow the same processes. Unfortunately, this hasn’t been easy to do, so your team has to set things up over and over again. The result? Your team wastes time reinventing the wheel every time you start a new project.

Today we’re excited to launch custom templates , an easy way to make a playbook out of your team’s common processes, so they can be easily replicated over and over.

Here’s how it works:

Your process, perfected

Turning a project into a custom template is simple, and helps you ensure that processes stay consistent no matter who’s driving the work. You can create templates that follow your team’s specific process for things like:

• New employee onboarding
• Ad campaigns
• Interview questions
• Product checklists
• …and anything else your organization does regularly

For Eko , a company that provides a platform for the creation and distribution of interactive video entertainment for consumers in partnership with media companies and brands, custom templates have become core to their production workflow.

“We’ve created custom templates that map out each step of our development and production process, so each show launches smoothly. They’ve also made it easy for teammates to sub-in for each other when someone goes on vacation!” says Melanie Rohat-Meheust, Eko’s Director of Production.

How to create and use custom templates

To create a custom template, start by creating a new project. Once you’ve set up your process the way you want, click the project header dropdown and select Save as Template.

Once a project is saved as a template, it can be used by anyone in your organization that is a member of your team. Once a project is saved as a template, any changes you make to the project will be reflected for everyone who uses that template moving forward.

To use a template:

• Click the + button in the top bar or next to your team’s projects in the sidebar.
• Click the Templates tab in the new project screen. Your custom templates will be organized by team.

• When you find the template you want to use, click Use Template to create your new project.
• Now you can name the project, choose which team it should live in, set its privacy settings, and decide if you want to copy over the template’s followers.
• Click Create Project to edit it to your specific needs and assign work to teammates.

“An Eko project averages over 100 tasks but some can go up to 300 tasks and our timelines can vary from a few weeks to a few months. With all of these variables, it’s important for us to be able to keep our processes consistent. Setting up our project quickly and correctly would be impossible without custom templates.” Melanie Rohat-Meheust, Director of Production, Eko.

Make success a routine

With custom templates, your team will have even more clarity about what steps they should take to be successful, so you can hit your goals together faster (and with less effort). If you’re on Asana Premium or Enterprise, you can start creating and using custom templates today.

If you’re on Asana Free, you can get custom templates and much more by upgrading to Asana Premium. Learn about the benefits of Premium or contact our sales team .

Does your team have projects that you’d like to standardize? Tell us how your team could use custom templates in the comments below!

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An Introduction to Asana Templates – 10 Essential Categories

Asana is a visual project management tool. This article will give you an introduction to their essential templates, which can help to simplify your projects.

These categories can help you get the most clarity when setting up your Asana workflows. It’s not meant to be comprehensive, but it can provide you with a focused starting point.

You’ll Learn:

• Cross-Functional
• Customer Success
• Engineering
• Information Technology
• Human Resource

Categories of Essential 10 Asana Templates

1. marketing.

Marketing templates of Asana are available in four different options: This template is for planners who wish to create marketing documents for their companies, or their particular fields of business. The marketing planner template is perfect for those who wish to create professional documents for presentations. This template is for marketing specialists who have the authority to create marketing content for their companies, departments, or partners. The marketing social media template is suited to be used by marketing and social media specialists.

The List of Marketing Asana Templates:

2. operations.

Operations templates of Asana support the specific needs of your company’s day-to-day activities and projects. For example, you’ll often find templates for managing inventory, an event, and a project.

The List of Operations Asana Templates:

The design templates of Asana provide a visual layout of tasks, project segments, and other content. Individual tasks are arranged in columns that can be customized to present the content in a variety of sleek ways, depending on the project itself. The templates are designed to help with organizing the different types of projects that exist within a business.

List of Design Asana Templates:

The product templates of Asana are used by companies around the world to design, launch, and manage features and campaigns. They are typically characterized as follows: i. Pre-launch, ii. Launch, and iii. Post-launch.

The List of Product Asana Templates:

5. cross-functional.

The cross-functional templates of Asana make the work of the whole team faster and more efficient. Without cross-functional templates, cross-functional collaboration is even harder.

A cross-functional template must be applied to an empty field that creates an incident. To ensure an efficient workflow, it contains the following fields: The description, assignee, due date, and owner.

List of Cross-Functional Asana Templates:

The sales templates of Asana are geared more towards sales managers. These templates disperse the workload to different team leads. This template is helpful if they want to delegate and assign tasks to their team members more efficiently. The team leads should regularly update the status of the tasks assigned to them, and indicate when each task is completed. This enables them to see the progress of their team.

List of Sales Asana Templates:

7. customer success.

Customer success templates of Asana enable your company to take a different approach when dealing with the life of a customer, and keep it on time with the growing demands of those customers and the market. By effectively handling the customer, it helps your company maintain great visibility of your customer and improve customer retention. The key aspects you learn are how the customer service strategy can improve customer satisfaction, increase customer retention, and up the customer value proposition.

The List of Customer Success Asana Templates:

8. engineering.

Engineering templates of Asana are an essential part of your project. In this article, we have briefly outlined 10 templates that can serve as your go-to plan. These include design, development, operations, marketing, and even administrative documentation templates to play a part in your project as it is designed.

The List of Engineering Asana Templates:

9. information technology.

The information technology templates of Asana are optimized for various technology functions and IT roles. This is to ensure that all files have a place within Asana for efficient project management and collaboration. These templates are done visually, and include various task management, calendar, to-do list, and contact forms.

The List of Information Technology Asana Templates:

10. human resource.

The human resource templates of Asana can, at the minimum, generally include a resumé, skills, availability, and contact information. Other templates can also include job requirements, prior experience, and salary expectations. Asana templates can also include notes about team members, key performance indicators, and any other information about your template that might be helpful to others.

List of Human Resource Asana Templates:

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Closing Thoughts

The tools used to optimize efficiency in your personal, professional, and academic work are at your fingertips. Asana, an intuitive digital platform for team collaboration and project management, provides templates for everything that you could ever need, so you can start your day off right.

Asana gives you the ability to create a personalized workspace, so you can define the features and functionalities, as well as create multiple templates that all have different functionalities. This versatility means that you can set up and save as many different templates as you need. With Asana you can also create uncategorized project management lists for specific projects and tasks, which can save you time if you have a number of long-term projects. You can also link the lists to create a custom hierarchy that is easier to navigate.

For courses on project management and tools please check our  course list .

For more information on project management software and methodologies read our  blogs .

Frequently Asked Questions

1. how are asana templates useful.

Asana templates are useful if you have a consistent workflow, or if you have similar tasks with similar workflows, and you need to save time.

2. Can Asana Templates be expanded?

Yes. Asana comes with several templates that can be easily expanded. These templates are organized within a ‘collections’ folder in your account. You can manage which ones you want to use from the sidebar of your team’s main screen.

3. Can Asana Templates be collaborated?

Yes, there is a task collaboration feature in Asana that can be used to collaborate on templates. While the feature is not accessible to all team members, this feature can be enabled on an individual basis. The account owner can enable them, and individual team members just need to log in with their usernames and click on the “Enable” button to gain access. 

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Chris “Simon” Calder was working as a Project Manager in IT for one of Los Angeles’ most prestigious cultural institutions, LACMA.He taught himself to use Microsoft Project from a giant textbook and hated every moment of it. Online learning was in its infancy then, but he spotted an opportunity and made an online MS Project course - the rest, as they say, is history!

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10 Best Reporting Tools and Software of 2024

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• Best for comprehensive data integration: Zoho Analytics
• Best for task-based reporting: Asana
• Best for high-level project reporting: Hive
• Best for data-driven decision-making: Google Looker
• Best for customizable project reporting: Wrike
• Best for visual project tracking: monday.com
• Best for all-in-one project management: ClickUp
• Best for agile project management: Jira Software
• Best for data visualization: Tableau
• Best for Microsoft ecosystem integration: Power BI

Reporting tools and software are crucial to teams, especially in terms of project management as they provide a structured way to track progress, identify risks and make informed decisions. They offer a sweeping view of project health that helps managers to not only pinpoint areas of concern but also identify successes. With effective reporting, an organization gets transparency and ensures its stakeholders are aligned, which plays a part in making projects successful since everyone involved has access to the same information and insights. We’ve analyzed 10 top reporting tools and software worth your consideration.

Top reporting software: Comparison table

Zoho analytics: best for comprehensive data integration.

Zoho Analytics is a reporting tool that excels at aggregating data from a wide array of sources as it connects with over 250 data sources, including files, feeds, databases and cloud services. Its comprehensive suite of reporting options includes charts, pivot tables, summary views, tabular views and more. Zoho Analytics also offers an intuitive drag-and-drop interface to further simplify the report creation process and make it accessible for users of varying skill levels.

Zoho Analytics offers plans starting at $22 per month for the Basic plan, while the Standard, Premium and Enterprise plans cost $45, $112 and $445 per month, respectively, when billed annually. There’s also a Custom plan for prospective users to share their requirements.

• Extensive data integration from over 250 sources.
• Data preparation and management tools for accurate analysis.
• A wide array of visualization options for insightful reporting ( Figure A ).
• AI and ML-powered augmented analytics for guided insights.

Integrations

Zoho Analytics’s integrations include Zoho CRM, Salesforce CRM, Microsoft Dynamics CRM, HubSpot CRM and Zoho Bigin.

• Comprehensive data integration capabilities.
• Wide range of visualization tools.
• Advanced augmented analytics features.
• May be complex for beginners.
• Customization can require a learning curve.

Why we chose Zoho Analytics

We selected Zoho Analytics for its broad range of reporting capabilities and user-friendly design. Its ability to present data in various visual formats makes analysis flexible and insightful and caters to diverse reporting needs as well as a wide variety of users.

Learn more about other Zoho products, like Zoho Projects and Zoho Vault .

Asana: Best for task-based reporting

Asana simplifies project management with its Universal Reporting feature, which provides teams with a clear overview of task progress and project health. Its visual reporting format is designed for easy interpretation, meaning that users at all levels within an organization can easily access and use Asana.

Asana’s paid plans include the Premium plan at $10.99 per user per month, billed annually, and the Business plan at $24.99 per user per month. Its Enterprise plan’s pricing hasn’t been listed publicly.

• Visual and intuitive reporting tools for task and project tracking ( Figure B ).
• Goal tracking to align daily tasks with strategic objectives.
• Real-time updates to keep teams informed on project progress.
• A variety of highly customizable charts.

Asana’s top integrations include Microsoft Teams, Slack, the Asana for Gmail add-on, Asana for Adobe Creative Cloud and Google Calendar.

• User-friendly reporting and task management.
• Effective goal alignment features.
• Wide range of integrations.
• Limited depth in analytical features.
• Real-time analytics are somewhat restricted.

Why we chose Asana

We simply selected Asana for its user-friendly approach to task-based reporting. Asana is also highly effective when it comes to aligning tasks with organizational goals.

For more information, check out our full Asana review .

Hive: Best for high-level project reporting

Hive is recognized for its high-level reporting capabilities, offering a suite of options for a variety of project management use cases. With features like goals, analytics dashboards and timesheet reporting, Hive provides a comprehensive tool for gaining visibility and gathering insights into projects.

Hive has two premium plans atop a free plan. Teams at $12 per user per month when billed annually and $18 when billed monthly, and Enterprise, whose prices aren’t publicly listed.

• Goals for setting, tracking and monitoring goals across teams.
• Analytics dashboards to showcase project status, project breakdowns and more.
• Timesheets reporting to analyze data across timesheets.
• Multiple views like Portfolio, Summary, Table, Kanban and more ( Figure C ).

Hive’s top integrations include Google Calendar, Gmail, Google Sheets, Google Drive and Slack.

• Customizable high-level reporting options.
• Variety of views for different reporting needs.
• Efficient project and action management features.
• May require initial setup time to customize views.
• Some advanced features might be available only on higher-tier plans.

Why we chose Hive

We selected Hive for its versatile high-level reporting options and customizable views. They bring a flexible and comprehensive overview to projects.

For more information, check out our full Hive review .

Google Looker: Best for data-driven decision-making

A rather different entry from most tools on this list, Google Looker stands as a unified business intelligence platform that excels at turning data into actionable insights. It offers self-service BI that allows users to access, analyze and act on up-to-date, trusted data. As a reporting tool, Looker offers reliable data experiences at scale and empowers users with real-time insights.

Looker has a 30-day free trial, and its Standard plan costs $5,000 per month. For an annual quote, as well as quotes for the Enterprise and Embed plans, contact Google sales.

• Embedded analytics and applications for enhanced data experiences.
• Data modeling to unify business metrics across teams and applications.
• Real-time insights to empower users with up-to-date information.
• An extensive template gallery for templates on many of Google’s applications ( Figure D ).

Looker offers extensive integration capabilities, including BigQuery, Spanner, Cloud SQL and Cloud Storage.

• Unified platform for all BI needs.
• Real-time insights for up-to-date decision-making.
• Extensive integration capabilities with data sources.
• Pricing transparency could be improved.
• May require a learning curve to fully utilize advanced features.

Why we chose Google Looker

Google Looker’s reporting capabilities can be seen particularly through its embedded analytics and real-time insights. It easily unifies business metrics across teams and applications. It’s also a great tool for users predominantly using applications in the Google ecosystem.

Wrike: Best for customizable project reporting

Wrike stands out for its highly customizable reporting features. This flexibility, combined with Wrike’s thorough resource management and advanced analytics, makes Wrike competent enough to provide detailed insights into project performance and resource allocation and flexible enough to adapt to various workflows.

Wrike has five plans: the ones with prices listed are the Free plan, Team plan at $9.80 per user per month and Business plan at $24.80 per user per month. The Enterprise and Pinnacle plans’ pricing plans aren’t publicly listed.

• Customizable reports for tailored project insights ( Figure E ).
• Resource management to monitor progress and identify risks.
• Advanced analytics for deep visibility into project performance.

Wrike’s top integrations include Jira, GitHub, Google Sheets, Azure DevOps and HubSpot.

• Highly customizable reporting options.
• Comprehensive project and resource monitoring.
• Advanced analytics capabilities.
• Customization options may require time to master.
• Extensive features can be overwhelming for newcomers.

Why we chose Wrike

Wrike has robust reporting capabilities and customizable features, which give users the flexibility and depth needed to gain extensive insights into their projects and resources.

For more information, check out our full Wrike review .

monday.com: Best for visual project tracking

monday.com is a favorite among teams that love visual task management and prioritize ease of use as it offers a visually intuitive platform for project tracking. Its advanced reporting features, such as stacked charts and workload views, provide a thorough overview of project progress and team capacity. monday.com’s dashboard customization is very flexible; this enables teams to mold their reporting to meet their project needs.

monday has a free plan and a handful of premium plans, namely, Basic at $9 per seat per month, billed annually, or $12 per seat billed monthly; Standard at $12 per seat per month, billed annually, or $14 per seat billed monthly; Pro at $19 per seat per month, billed annually, or $24 per seat billed monthly; and Enterprise, which offers customized pricing.

• Stacked charts for multi-dimensional data analysis.
• Workload views for balanced resource allocation.
• Pivot tables for detailed data breakdowns.
• Customizable dashboards for tailored project insights ( Figure F ).

Some of the best monday.com integrations include GitLab, OneDrive, Todoist, Slack and Microsoft Teams.

• Highly visual and intuitive interface.
• Advanced reporting for comprehensive project insights.
• Flexible dashboard customization.
• Can be overwhelming for new users due to numerous features.
• Some advanced features require higher-tier plans.

Why we chose monday.com

monday.com is a visually intuitive platform and has advanced reporting capabilities. It delivers a balance between visual project tracking and in-depth reporting.

For more information, check out our full monday.com review .

ClickUp: Best for all-in-one project management

ClickUp is recognized for its all-in-one approach to project management, offering a wide range of features from task management to time tracking and goal setting. Its reporting features are designed to provide teams with insights into productivity and project progress, supporting data-driven decision-making. ClickUp’s customizable dashboards and reporting tools allow teams to monitor key metrics and track performance effectively.

ClickUp offers a generous free forever plan alongside three premium tiers: Unlimited at $7 per user per month when billed annually, or $10 per user per month when billed monthly; Business at $12 per user per month when billed annually, or $19 per user per month when billed monthly; and Enterprise that needs prospective users to contact ClickUp for a custom quote.

• Comprehensive dashboards for project overview ( Figure G ).
• Customizable reporting for tailored insights.
• Goal tracking to align efforts with objectives.
• Time tracking to monitor task durations and productivity.

Some of ClickUp’s top integrations include Gmail, Zoom, HubSpot, Make and Google Calendar.

• Versatile all-in-one project management solution.
• Extensive customization options for dashboards and reporting.
• Generous free plan with substantial features.
• Steep learning curve due to feature richness.
• Customization can be time-consuming.

Why we chose ClickUp

We included ClickUp because of its comprehensive feature set and flexibility, offering teams an all-in-one solution for project management and reporting. It proves suitable for a wide range of project types and sizes.

For more information, check out our full ClickUp review .

Jira Software: Best for agile project management

Jira Software is tailored for agile project management with specialized reporting features like sprint reports, burndown charts and velocity charts. These agile-centric reports give teams critical insights into their agile processes to help them optimize workflows and improve sprint planning. It’s worth considering for software development teams and those that follow scrum or kanban frameworks.

Jira offers a free plan for 10 users max. Its premium plans are the Standard plan at about $8.15 per user per month and the Premium plan at about $16 per user per month. It also offers an Enterprise plan that’s billed annually. However, you need to contact Jira for a quote.

• Sprint reports for tracking sprint progress ( Figure H ).
• Burndown charts for visualizing task completion.
• Velocity charts for assessing team performance over sprints.
• Cumulative flow diagrams for Kanban teams.

Jira has extensive integrations with development tools like Bitbucket, Confluence, GitHub, Opsgenie, Jenkins and Dynatrace.

• Tailored for agile project management.
• Comprehensive reporting for scrum and kanban teams.
• Wide range of integrations with development tools.
• Primarily focused on software development teams.
• Can be complex for non-technical users.

Why we chose Jira Software

Jira Software has robust agile reporting features and is capable of providing deep insights into agile project management processes, especially for teams practicing scrum or kanban methodologies.

For more information, check out our full Jira Software review .

Tableau: Best for data visualization

Tableau sets the standard for data visualization, offering a wide range of chart types and interactive dashboards that make complex data understandable at a glance. As reporting software, it offers a user-friendly interface and powerful data handling capabilities for users to create detailed and insightful visual reports.

Tableau’s pricing starts at $15 per user per month, with its highest tier costing $75 per user per month, both billed annually.

• Wide range of visualization options.
• User-friendly interface for non-technical users ( Figure I ).
• Powerful data handling and processing capabilities.

Tableau’s top integrations include Salesforce, Google Analytics, Microsoft Excel, Amazon Redshift and Snowflake.

• Leading data visualization capabilities.
• Intuitive interface for easy use.
• Strong data connectivity options.
• Higher price point compared to some competitors.
• Can require significant resources for large datasets.

Why we chose Tableau

We considered Tableau because of its unparalleled data visualization capabilities and user-friendly interface. It should make it to your shortlist if your teams value both data accessibility and detailed reporting.

For more information, check out our full Tableau review .

Power BI: Best for Microsoft ecosystem integration

Power BI is a key player in the reporting and analytics space, especially for those deeply embedded in the Microsoft ecosystem. Its seamless integration with other Microsoft products, like Excel and Azure, makes it a no-brainer for teams that want compatibility and ease of use with their reporting tools. What makes it a great reporting and analytics tool is its ability to handle large datasets and provide advanced analytics, including AI capabilities and custom visualizations.

Power BI offers a free version, with premium plans starting at $10 per user per month for the Pro plan and $20 per user per month for the Premium plan.

• Seamless integration with Microsoft products.
• Advanced analytics with AI capabilities.
• Custom visualizations for personalized reporting ( Figure J ).

Aside from a variety of tools in the Microsoft ecosystem like Microsoft Office 365, Power BI’s top integrations include Asana, HubSpot, Google Sheets and Salesforce Pardot.

• Strong Microsoft integration.
• Comprehensive analytics and AI features.
• Flexible pricing with a robust free version.
• Can be complex for new users.
• Limited integration outside the Microsoft ecosystem.

Why we chose Power BI

We chose Power BI due to its strong analytics capabilities combined with its seamless integration with tools in the Microsoft ecosystem. It’s a particularly fitting choice for teams that already use Microsoft products.

For more information, check out our full Power BI review .

Key features of reporting software

Real-time analytics.

Real-time analytics allows users to view, assess and analyze data as it flows into the business, which can be displayed on dashboards or reports. With this, users get to make decisions faster since they get instant, descriptive insights from the most current data.

Custom reports

Custom reports save time as they automate the data gathering and report generation processes. After the initial setup, reporting processes can be entirely streamlined, with live data feeds ensuring that any additional requests can be quickly addressed by making changes to existing reports.

Dashboard customization

Dashboard customization is crucial in reporting software as it allows users to set up their reporting environment based on their needs. Custom dashboards can provide in-depth data on various aspects of business operations, illustrating potential revenue and areas where improvements are needed. Businesses can mix and match data sources for a comprehensive view of their digital environment.

Automated reporting

This kind of reporting streamlines the process of generating regular reports and reduces the manual effort required while making sure that stakeholders receive timely updates. Users can schedule report generation and ensure that reports are always current and reflect the latest data.

Data visualization

Data visualization transforms complex datasets into graphical representations, making it easier to understand trends, patterns and outliers. This feature helps to make data more accessible and actionable, which enables users to quickly grasp the insights presented in the data.

How do I choose the best reporting software for my business?

First things first, when it comes to choosing the best reporting software for you, you must match a tool’s capabilities to your needs. For small to medium-sized businesses, tools like Zoho Analytics and ClickUp offer a vast feature set at a more accessible price point, which makes them great options when seeking value without compromising on functionality. Larger enterprises or those with more complex reporting and data analysis needs might lean towards Power BI or Tableau, known for their advanced analytics and integration within larger ecosystems.

Consider the types of reports you need, the data you’re working with and who will be using the tool. For teams that prioritize real-time data and collaboration, monday.com and Asana provide user-friendly interfaces and seamless integration with other productivity tools. On the other hand, if your focus is on in-depth data analysis and visualization, Tableau’s extensive customization options and Power BI’s deep Microsoft integration stand out.

In essence, the best reporting tool is one that not only fits your budget and technical requirements but also grows with your business, adapting to changing needs and helping you make informed decisions based on accurate, up-to-date data.

Methodology

Our approach to identifying the top reporting tools for 2024 involved a detailed examination of each tool’s core features, ease of use, use cases and pricing. This allowed us to provide popular tools that cut across industries, use cases and team sizes. Additionally, we tested the tools where possible to understand how they approached reporting and compared our findings to verified reviews by real users. From this, we got to understand the pros and cons of each tool.

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