🏗️ Advanced Project Architectures: The Funnel

Great topic and really great video packed with information, @Sonja_Gusenbauer!

Another great use case for this workflow of interest to nonprofits is Grants/Funding Proposals.

The strength of this workflow is that the footprint in Asana never exceeds the need:

At the start, you have a potential need/idea/candidate/etc. for which you only need a lightweight workflow: one task.

If approved/won/hired/etc., then you may need a bigger footprint: a project. Options are to convert the task to a project, or perhaps in some workflows, just create a new project from a template, and multi-home the existing task into it, as a link back to that entity’s life while still in the funnel.

Very useful; thanks!!

And if one is having trouble deciding whether or not something fits in a task (with subtasks) or needs a project, see my workshop (done with the Asana Education team):

Thanks,

Larry

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