My coworker and I are trying to use Asana to set up a calendar/workflow hybrid for our accounting firm. We have seen some initial success setting up a template for client onboarding, but we had some concerns and questions regarding the flexibility of Asana Premium’s features that we hope you could answer for us:
- Is it possible to add a low/medium/high priority tag to an entire project, not just a task? From what we can tell in our testing, custom fields appear to be limited to tasks and subtasks.
- Is it possible to sort projects alphabetically, by due date, and by assignee? When viewing projects in list form, we couldn’t see an option for sorting projects beyond manually dragging and dropping, which would be very difficult for us to manage as we are dealing with hundreds of clients, each of which would have their own project.
- Can a project show a certain tag (e.g. a year-end or assignee) externally when viewing the project in a list, and is there an option (or a plugin) for sorting projects by said tag?
- What is the difference between a task and a workflow, as Asana defines it?
Thank you for your patience, and we hope you can help us out with these questions.
All the best,