# Operations

**URL:** https://forum.asana.com/c/forum-en/asana-in-practice/asana-for-ops-pmo/220.md

[Latest](https://forum.asana.com/latest.md) · [Categories](https://forum.asana.com/categories.md) · [Tags](https://forum.asana.com/tags.md)

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## [About the Operations category](https://forum.asana.com/t/about-the-operations-category/1104028)

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**Author:** [@Asana\_Community](https://forum.asana.com/u/Asana_Community)\
**Replies:** 0\
**Last updated:** [20 October 2025 13:33 UTC](https://forum.asana.com/t/about-the-operations-category/1104028 "2025-10-20T13:33:22Z")

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Connect with ops and PMO teams using Asana to align work, cut waste, and automate with AI

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## [Large-scale, cross-functional projects](https://forum.asana.com/t/large-scale-cross-functional-projects/1080214)

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**Author:** [@ka\_nishiyama](https://forum.asana.com/u/ka_nishiyama)\
**Replies:** 4\
**Last updated:** [8 July 2026 23:19 UTC](https://forum.asana.com/t/large-scale-cross-functional-projects/1080214 "2026-07-08T23:19:19Z")

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Overview Use Asana to manage large-scale projects(Different definition to Asana projects) involving multiple departments, clients, and partner organizations. Premise Asana Features: Asana provides a wealth of tools f…

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## [Can we have native Scrum support?](https://forum.asana.com/t/can-we-have-native-scrum-support/1104213)

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**Author:** [@Mig82\_UC](https://forum.asana.com/u/Mig82_UC)\
**Replies:** 5\
**Last updated:** [22 May 2026 09:40 UTC](https://forum.asana.com/t/can-we-have-native-scrum-support/1104213 "2026-05-22T09:40:33Z")

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:light\_bulb: Tip: When posting a question in the Asana Forum, please try to include: What you’re trying to do Implement Scrum, meaning a backlog with sprints and epics and stories and story points. What you’ve tried so…

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## [Ability to set a date/timeframe filter in dashboards regardless of task completion/creation status](https://forum.asana.com/t/ability-to-set-a-date-timeframe-filter-in-dashboards-regardless-of-task-completion-creation-status/1138038)

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**Author:** [@Maria\_Schuchinsky](https://forum.asana.com/u/Maria_Schuchinsky)\
**Replies:** 1\
**Last updated:** [27 April 2026 15:14 UTC](https://forum.asana.com/t/ability-to-set-a-date-timeframe-filter-in-dashboards-regardless-of-task-completion-creation-status/1138038 "2026-04-27T15:14:31Z")

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Currently, Asana dashboards allow filtering based on creation/completion date, but not the date of modification for subtasks/custom fields. What I’d like to be able to do is create a widget where I’ve an overview of proj…

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## [1 Rule creates duplicate events on Google calendar for 1 task](https://forum.asana.com/t/1-rule-creates-duplicate-events-on-google-calendar-for-1-task/1122599)

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**Author:** [@Ha\_Le3](https://forum.asana.com/u/Ha_Le3)\
**Replies:** 2\
**Last updated:** [9 February 2026 18:04 UTC](https://forum.asana.com/t/1-rule-creates-duplicate-events-on-google-calendar-for-1-task/1122599 "2026-02-09T18:04:00Z")

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I set a rule to create Google Calendar event when due date is not empty, and every time an event is created it is duplicated into 2 versions. I can’t find anywhere to resolve this. Screenshot below -

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## [OKR Tracking in Asana](https://forum.asana.com/t/okr-tracking-in-asana/127)

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**Author:** [@jessiepw901](https://forum.asana.com/u/jessiepw901)\
**Replies:** 142\
**Last updated:** [6 February 2026 10:06 UTC](https://forum.asana.com/t/okr-tracking-in-asana/127 "2026-02-06T10:06:29Z")

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Hi! I work for a small company (~65 employees), and we’re looking into using Asana for OKR tracking. (OKR = Objectives and Key Results) Wondering if anyone has experience doing this, and if so how you structure your OKR…

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## [Accounting for run-the-engine work (e.g. payroll) among an org-wide goals framework](https://forum.asana.com/t/accounting-for-run-the-engine-work-e-g-payroll-among-an-org-wide-goals-framework/1110006)

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**Author:** [@Mark\_Lee2](https://forum.asana.com/u/Mark_Lee2)\
**Replies:** 2\
**Last updated:** [18 December 2025 18:19 UTC](https://forum.asana.com/t/accounting-for-run-the-engine-work-e-g-payroll-among-an-org-wide-goals-framework/1110006 "2025-12-18T18:19:21Z")

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I have a PMO-like role in my small organization. As we continue to evolve an org-wide goals and objectives framework for defining strategic work, and plan for ways to leverage Asana to track progress towards those goals,…

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## [Data enrichment to search for grant opportunities](https://forum.asana.com/t/data-enrichment-to-search-for-grant-opportunities/1106282)

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**Author:** [@Sam\_Gould](https://forum.asana.com/u/Sam_Gould)\
**Replies:** 0\
**Last updated:** [31 October 2025 02:50 UTC](https://forum.asana.com/t/data-enrichment-to-search-for-grant-opportunities/1106282 "2025-10-31T02:50:00Z")

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We are a small and struggling disability centered nonprofit who is using data enrichment to glean website information about potential consulting clients when they apply to work or train with us thanks to some of the geni…

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## [Handover Templates? Industry best practices post project closure.](https://forum.asana.com/t/handover-templates-industry-best-practices-post-project-closure/1104558)

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**Author:** [@anon15772955](https://forum.asana.com/u/anon15772955)\
**Replies:** 2\
**Last updated:** [23 October 2025 14:30 UTC](https://forum.asana.com/t/handover-templates-industry-best-practices-post-project-closure/1104558 "2025-10-23T14:30:05Z")

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:light\_bulb: Does Asana or anyone in the community have a good handover template or checklist? One thing that seems to be a gap in our PMO is a good handover strategy. Since we do not want to own the maintenance of all …

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## [Asana Standard Operating Procedure](https://forum.asana.com/t/asana-standard-operating-procedure/1101615)

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**Author:** [@anon48609029](https://forum.asana.com/u/anon48609029)\
**Replies:** 1\
**Last updated:** [6 October 2025 16:09 UTC](https://forum.asana.com/t/asana-standard-operating-procedure/1101615 "2025-10-06T16:09:26Z")

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I am currently in the process of developing an Asana specific standard operating procedure for my organization. Prior to finalizing I was looking to get feedback from an Asana expert. As a nonprofit we are looking to min…

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## [Time Off Requests: Using Asana while also protecting privacy](https://forum.asana.com/t/time-off-requests-using-asana-while-also-protecting-privacy/938812)

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**Author:** [@Jess\_Erhart](https://forum.asana.com/u/Jess_Erhart)\
**Replies:** 1\
**Last updated:** [3 October 2025 15:34 UTC](https://forum.asana.com/t/time-off-requests-using-asana-while-also-protecting-privacy/938812 "2025-10-03T15:34:03Z")

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Hello! For our small business, we have roughly 12 leaders that are working in Asana and have regular PTO/time off requests. Our company calendar is utilized in Asana. When a leader has time off approved, it is then marke…

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## [How to automate purchase order processing with Asana AI Studio](https://forum.asana.com/t/how-to-automate-purchase-order-processing-with-asana-ai-studio/1094295)

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**Author:** [@Emily\_Roman](https://forum.asana.com/u/Emily_Roman)\
**Replies:** 0\
**Last updated:** [2 September 2025 10:57 UTC](https://forum.asana.com/t/how-to-automate-purchase-order-processing-with-asana-ai-studio/1094295 "2025-09-02T10:57:58Z")

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Hi Asana Community! Ready to transform how your finance team handles purchase orders? We’re excited to share this video featuring a practical demo that shows how AI can revolutionize your PO processing workflows. What …

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## [Transform your PMO reporting strategy \[Playbook 📚\]](https://forum.asana.com/t/transform-your-pmo-reporting-strategy-playbook/1093434)

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**Author:** [@Vanessa\_N](https://forum.asana.com/u/Vanessa_N)\
**Replies:** 0\
**Last updated:** [28 August 2025 17:50 UTC](https://forum.asana.com/t/transform-your-pmo-reporting-strategy-playbook/1093434 "2025-08-28T17:50:49Z")

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Hello Community! :wave: We have a brand-new resource to share: The AI-Ready Reporting Playbook for PMOs :sparkles: It is full of strategies that high-performing PMOs are using right now to save time, increase clarity, …

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## [A recurring nightmare in My tasks: A tongue-in-cheek guide to manually moving tasks that were supposed to move themselves](https://forum.asana.com/t/a-recurring-nightmare-in-my-tasks-a-tongue-in-cheek-guide-to-manually-moving-tasks-that-were-supposed-to-move-themselves/1068890)

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**Author:** [@Eoghan\_Dunne](https://forum.asana.com/u/Eoghan_Dunne)\
**Replies:** 3\
**Last updated:** [17 July 2025 23:49 UTC](https://forum.asana.com/t/a-recurring-nightmare-in-my-tasks-a-tongue-in-cheek-guide-to-manually-moving-tasks-that-were-supposed-to-move-themselves/1068890 "2025-07-17T23:49:04Z")

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Picture this. It’s summer. Friday afternoon. You’ve set up rules in My tasks that move everything to the right section. Your friends are coming over to play Tony Hawk’s Pro Skater 3 and eat pizza rolls. You’ve just check…

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## [Org Structure- Does creating the department level and group level teams make sense?](https://forum.asana.com/t/org-structure-does-creating-the-department-level-and-group-level-teams-make-sense/1077443)

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**Author:** [@Jim\_Roberts](https://forum.asana.com/u/Jim_Roberts)\
**Replies:** 7\
**Last updated:** [5 July 2025 09:22 UTC](https://forum.asana.com/t/org-structure-does-creating-the-department-level-and-group-level-teams-make-sense/1077443 "2025-07-05T09:22:08Z")

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I am trying to finalize the group structure by creating a department and group teams, e.g., Operations and Support. Since there is no way to show a hierarchy for teams, we are going to use fields to show the department a…

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## [Scoring Project Intake using Asana forms / rules](https://forum.asana.com/t/scoring-project-intake-using-asana-forms-rules/1069217)

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**Author:** [@Kshitij\_Bindlish](https://forum.asana.com/u/Kshitij_Bindlish)\
**Replies:** 2\
**Last updated:** [6 June 2025 18:58 UTC](https://forum.asana.com/t/scoring-project-intake-using-asana-forms-rules/1069217 "2025-06-06T18:58:31Z")

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Hi team, I am part of the Global Strategy team at Google Cloud and am setting up Asana for my team. One of the use-cases that we need help for is prioritization of incoming requests. They way it works is that different…

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## [Not understanding Goals. Doesn't seem to work for my use case. How are you using it?](https://forum.asana.com/t/not-understanding-goals-doesnt-seem-to-work-for-my-use-case-how-are-you-using-it/689209)

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**Author:** [@anon22473637](https://forum.asana.com/u/anon22473637)\
**Replies:** 4\
**Last updated:** [30 April 2025 18:43 UTC](https://forum.asana.com/t/not-understanding-goals-doesnt-seem-to-work-for-my-use-case-how-are-you-using-it/689209 "2025-04-30T18:43:08Z")

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Hi! Advanced Plan user here. I’ve got a custom field set up in each project to track its dollar value. We’ve got quarterly revenue goals. I’d love for the Goals tool to track our team’s progress by using the dollar value…

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## [Asset Management in Asana](https://forum.asana.com/t/asset-management-in-asana/166433)

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**Author:** [@GuadalupeBA](https://forum.asana.com/u/GuadalupeBA)\
**Replies:** 4\
**Last updated:** [17 April 2025 11:09 UTC](https://forum.asana.com/t/asset-management-in-asana/166433 "2025-04-17T11:09:22Z")

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Does anyone here use Asana to manage your company’s assets? For example, everything that is assigned to a team member? I’ve tried to search in several ways, didn’t find anything that I could use as an example.

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## [Best practices for setting sales lead goals and tracking against them?](https://forum.asana.com/t/best-practices-for-setting-sales-lead-goals-and-tracking-against-them/288498)

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**Author:** [@Mindy\_Belcher](https://forum.asana.com/u/Mindy_Belcher)\
**Replies:** 8\
**Last updated:** [17 October 2024 12:14 UTC](https://forum.asana.com/t/best-practices-for-setting-sales-lead-goals-and-tracking-against-them/288498 "2024-10-17T12:14:48Z")

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HI there - I have Asana Business and am new to using the GOALS part of Asana, setting goals and tracking against them. In Asana Goals, I set up a goal for the number of leads I want to have come in through a particular…

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## [Optimizing Work in Asana: How to Manage Tasks via 'My Tasks' and Meet Manager's Requirements](https://forum.asana.com/t/optimizing-work-in-asana-how-to-manage-tasks-via-my-tasks-and-meet-managers-requirements/938624)

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**Author:** [@Eugene\_Korshakov](https://forum.asana.com/u/Eugene_Korshakov)\
**Replies:** 2\
**Last updated:** [4 October 2024 16:28 UTC](https://forum.asana.com/t/optimizing-work-in-asana-how-to-manage-tasks-via-my-tasks-and-meet-managers-requirements/938624 "2024-10-04T16:28:05Z")

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Hello, could you advise on the best way to organize work in Asana? Our manager wants to see each employee’s weekly work plan (all tasks assigned to him per each day) and task status. He also wants weekly goals to be set,…

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## [I need a simple overview of my projects as they move through distinct stages](https://forum.asana.com/t/i-need-a-simple-overview-of-my-projects-as-they-move-through-distinct-stages/902455)

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**Author:** [@Jae6](https://forum.asana.com/u/Jae6)\
**Replies:** 6\
**Last updated:** [28 August 2024 19:35 UTC](https://forum.asana.com/t/i-need-a-simple-overview-of-my-projects-as-they-move-through-distinct-stages/902455 "2024-08-28T19:35:25Z")

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I’m relatively new to Asana and love all the bells and whistles as I’ve been pouring over videos and articles and help posts, but what I need is, I think, relatively simple. I just need a simple overview of my projects a…

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## [Asana for ticket intake and project/task management](https://forum.asana.com/t/asana-for-ticket-intake-and-project-task-management/148940)

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**Author:** [@Suzy\_Brunink-dunn](https://forum.asana.com/u/Suzy_Brunink-dunn)\
**Replies:** 5\
**Last updated:** [28 March 2024 04:21 UTC](https://forum.asana.com/t/asana-for-ticket-intake-and-project-task-management/148940 "2024-03-28T04:21:33Z")

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I 'm completely new to Asana. I just joined a marketing team who has just begun to use it as their main project management tool and as such have no strict procedures, policies, or templates currently in use. In short, we…

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## [How am I supposed to handle multiple teams working on one project?](https://forum.asana.com/t/how-am-i-supposed-to-handle-multiple-teams-working-on-one-project/671699)

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**Author:** [@Eric\_Grubisich](https://forum.asana.com/u/Eric_Grubisich)\
**Replies:** 3\
**Last updated:** [29 January 2024 17:23 UTC](https://forum.asana.com/t/how-am-i-supposed-to-handle-multiple-teams-working-on-one-project/671699 "2024-01-29T17:23:53Z")

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I have an Advertising Operations team that consists of my Marketing Operations team members. They are mostly backoffice and reporting. I have a team that consists of my designers. I have a team made up of my sales people…
