Allow for more than 1 "Project Brief" (i.e. editable document) per project

Would love to see the ability to creat more than one project briefing per project. That way we don’t have to take notes on a different doc too but could do it all right in Asana.

Thanks!

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Hello @David_Rinard ,

Welcome to the Asana Forum :wave: :slight_smile:

I believe that for this, you have the Key Resource section already. Have you considered using the Key Resources to link your additional documents to the project instead? If yes, and you still believe an additional Project Brief will be beneficial, can you please expand on why that is so?

I am asking because my gut feeling tells me that if you would have more than one official Project Brief per project, this could confuse some of the stakeholders.

You can check out here the section on the Key Resources

Cheers,
Rosario

Hey Rosario,

Thanks so much for reaching out. I believe in your all’s vision and heart for sure, so, if I’m moving from that, I understand. We do use the Key Resources for that and love the ability to connect Google Drive and the documents that we use. Our goal would be to have everything for a project in Asana.

So, a couple of examples:

  1. We create curriculum content for PreK and K-5th in a monthly curriculum project. Instead of splitting it, we like having it all together so that PreK and K-5th can be aware of what everyone is learning and play off of each other each month, even sync up every now and then.
  2. So, K-5th would have a project brief (or doc) and PreK would have one as well.
  3. For instance: thinking about it in a “notion” world (which is great but a lot to train volunteers in) you could mix the notes and tasks all in one place.
  4. We also use a project as a weekly meeting agenda and create a new section for every week with agenda and tasks. It would be cool to have a different project brief that we could switch every month and track notes that way and tasks only in the project if that all makes sense.

Overall idea, all of our work would be in one place instead of Asana for tasks and broad ideas and Google for notes and spreadsheets.

Thanks for listening and considering. Appreciate all you guys do.

Hey @David_Rinard ,

Thanks for the additional context, it makes sense :slight_smile:.

Curriculum example

Do you actually need these “documents” to be live and editable, or once they are created, they should be instead used for reference and are there to create visibility on a monthly base? If the do not need to be “live documents”, but rather a “monthly updated document”, you could consider using the Status Update module instead. You would just want to have an internal convention as to how to use it for the specific purpose, like title, sections, status to use etc.

Meeting agenda

Have you considered instead, within the weekly section to have each task be the agenda point, within the task (i.e. agenda point), add any information just like you would do in the document and keep that task both as a document and actionable task? Or eventually, create subtasks for actions? This is actually how we do meeting agendas in our company (btw, I don’t work for Asana :slight_smile: ) - like this, you keep all of the information connected and actionable and you don’t need additional docs.

Check out the video here, and the tips in the article might inspire you to use the weekly agenda project in a slightly different way.

Would love to add more than 1 project brief, (Many elements in a project) or perhaps add more notes to the brief (without attaching a word doc)

Also it would be great if the content in project brief is also searchable.

Thanks for the feedback @Summer, hopefully this is something we can implement in a future update! We’ll keep you posted here once we have an update on this topic!

It would be helpful to also have the option to add a notes page (or multiple notes pages) in the overview section

Hi @Anuja welcome to the forum! I’d be curious as to what ‘notes’ you’d want to add.

Hi,

I would like to add multiple pages for meeting notes for my ASANA. We use ASANA to do our Weekly Business Reviews and go through topics in each discussion and I would like to add multiple pages for notes for these discussions based on the week of the year.

Hi @Anuja I usually use a meetings project in Asana to do this . I wrote an article on this ♪ Meet Me Halfway ♪ - Have Meetings In Asana - #17 by Danielle-GenD

Is there any way we can create additional pages instead of utilizing another meetings ASANA? as -

  1. There are no tasks coming out of the meetings again and we want to record the conversations and tasks we add in the same ASANA project anyway.
  2. It would help keep it all in one place.

As I’m getting our teams to engage more with Asana, I’d also like to utilize it for some of our documents. You have the option on the Project Overview to do a ‘Project Brief’. You also have a similar text editor when you use the ‘Message’ feature.

So this request is a bit of a two part. First it would be great to add the ability to create more documents under the ‘Key Resources’ section other than just Project Brief and attaching files. This could include creating documents such as Meeting Notes, Project RACI/Stakeholder Contact List, Work Back Schedule, PRFAQ, Requirements Doc, etc.

To then make this easier and more tailored for each team, it would also be great to create document templates. So we can templates for Meeting Notes or Requirements Docs so when you go to create a new doc you can choose one of these templates (created by the team) to easily get the document up and running. (This would also be great to include with Project Templates, so you can have certain documents added with each new project created from a template).

@Bob_Le_Schoenthal - I merged your post into a similar thread. You call out two separate asks: multiple brief/docs per project and brief/doc templates. This new thread covers the first request. The second request is covered in this thread:

Please consider giving both threads a vote (and you can split your original post over the two threads, if so desired. I believe there may be some features coming in the coming months that might help on this as well, but we’ll have to wait for the public announcements to determine if they’re helpful for you.

Hi everyone, I’d like to share that we’ve added a new Notes view to projects in Asana. Although it’s not directly related to the feedback request for multiple project briefs, it might serve as a helpful workaround.

With the new Notes view, you can add meeting notes, briefs, link related projects, mention team members, and easily convert notes into tasks. You can also create multiple Notes views within a single project, which might address the need mentioned by @Bob_Le_Schoenthal.

We will keep this feedback thread open to continue tracking requests for multiple project briefs. :slight_smile:

3 Likes

Hi

You have a very powerful and intuitive documentation tool, which is severely limited by the fact that only project brief can be created at

I’ve merged your post into an existing topic where you can click the title to scroll to the top and vote by clicking the purple Vote button.

Thanks,

Larry