An AI teammate needs to be invited to a project, like a real person

This was one of our first learnings when we started working with AI teammate. We would fill in their Behaviour thoroughly, describing how they should operate, and we would completely forget about the fact that they are real users, and they don’t have access to anything by default!

So any project you mention in the Behaviour, or any project you need them to interact with, they have to be invited as a member! In most cases, the teammate will request access if needed, but it will add friction to the collaboration!

We are i.DO, an Asana Solutions Partner, and we document our learnings using AI Teammates every day!

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I’m experimenting with ways to keep my team’s My Tasks more standardized and noticed that it is not currently possible to invite AI Teammates to your My Tasks. Granted, My Tasks is not truly a “project” but the space does have the ability to invite other human collaborators for visibility. It would be very helpful if teammates could be implemented at that level- so that a single agent may be able to conform whole teams’ My Tasks to fit a standard (Rather than complicated ‘my tasks templates/bundles’ or something)

Do you have any insight into why this is not currently possible? I suspect there may be some security/accessibility concerns if an agent can essentially see an entire workplace’s tasks through each user’s perspective.

Teammates are slowly added to various product areas, so unless they decide against it, it might be coming. You can achieve a similar result by having a rule that multi-homes all your tasks in a project.

In that specific case, what would you expect the teammate to do? The more I discuss about My Tasks with people and train companies, the more I realise this is a very personal screen and there isn’t a one-size fits-all setup…

Thanks for your reply!

I’m not sure what exactly I want to achieve yet, but I have been exploring ways to make My Tasks the go-to landing page for my colleagues for years.

Many choose to take on tasks from each individual project view, or require links shared through third party apps like Slack, as unwieldly as this may be.

I hoped to find a way to use teammates to conform the use of My Tasks projects across many users so they aren’t so afraid of this tool. Perhaps this can still be achieved by adding a teammate to the team, giving them visibility across all tasks, and giving the teammate guidance to act as an administrative assistant and keep due dates accurate or something.

I agree that My Tasks is a personal screen- however if I don’t get my colleagues to setup their My Tasks in such a way immediately, they basically discard it because of how noisy it can get. Instead, they’ll work from their Inbox or have to be directed to their work. I love my My Tasks, and I want to help my team to see the power of organizing their work through this utility. I hoped there may be a way to have an AI Teammate take up shop within everyone’s My Tasks to at least provide suggestions or show the user how to leverage the space more effectively.

I also believe it is important in most cases. That being said, my partner @Julien_RENAUD and I have been discussing this for a long time, and it looks like some specific roles might not benefit from My Tasks as much as I thought they would.

That is not acceptable if you use Asana correctly indeed.

I’m not completely convinced that a teammate would help. I don’t think you can throw technology at the problem, especially when it’s a change management or adoption problem.

Don’t get me wrong, it is tempting to see a new feature as the key to improve adoption, but I feel like it’s usually not the solution.

At i.DO, this is one of our biggest challenge. I have been doing one-on-ones with various team members in order to get them to use My Tasks properly, it’s a lot of work, a lot of convincing, and hopefully it will pay off.

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Thanks for your insights, Bastien. Given my position in my organization, I am leading change from the bottom, which makes enforcement difficult. It’s reassuring at least to know that My Tasks utilization is a common weak point.

I know this post is not focused on this, but do you have any best practices or initial setup suggestions you give to your teammates? It’s hard for me to reimagine work without using the My Tasks hub now that I understand its utility, but when I look back on its development in my workspace, it really was a long strange journey with sections coming and going, custom field groupings, and constantly changing views. Perhaps this is just the nature of the beast?

@Joshua_Gist, many of my clients have had success following this approach:

Like you, I took a while to arrive at this (I’ve been using Asana intensively for 12 years!) but I’m happy to report it hasn’t changed for me in the last few years after arriving at this approach.

Thanks,

Larry

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Not really. A “blank” teammate is already smart and useful, so you can start from there and simply add “business knowledge” as you go and fine-tune along the way.