Hi, I need advice on how to go about creating what we call ‘operational tasks’ from a master list. Here is the case:
I am trying out Asana feature whether we can use Asana instead of an excel spreadsheet.
Our spreadsheet has ca 20 columns, 600 rows. Each row represents a task which is carried out annually, semi-annually or quarterly. The way we manage it on Excel is that we have columns for September, December, March and June. As you know, it’s easy to filter by any month to see how many tasks should be carried out in that quarter.
I can create the same view on Asana within a Project called ‘master list’. This list (tasks) nor the Project will never close. I wanted to create quarterly views from the master list which we call ‘operational view’ so December 2022, March 2023 and so on.
I wanted to dynamically create duplicate tasks using rules but Asana doesn’t have this feature. Manual duplication isn’t worth doing it. Excel use is easier.
Is there a way of dynamically create a subset of tasks from the master list every quarter?
Creating re-occuring tasks using dynamic due-date isn’t an option due to limitations on the date configurations. We work with terms like ‘monday following third friday’ or ‘thursday before first friday’ and so on.
If I use excel upload, then what do I gain from Asana.
I am wondering if it’s worth trying to move to Asana from excel in this case.
Any advice? Thanks