I couldn’t figure out a way to contact tech support so I figured I’d post in the forum. I’m trying to figure out the best way to utilize Asana for our company (CPA firm) that is easy to use (so that employees will actually use it) but be sensible so that the benefits of Asana exceed the use of Excel sheets for those who are old school. Any assistance would be greatly appreciated as most of the screenshot/tips/guides I’m seeing don’t really apply to what we need.
Background: We are a CPA firm and are trying to implement Asana to keep track of tasks (clients) and projects (type of tax return or audit or some other task needed).
A few questions:
How do we assign details to multiple tasks? I saw something about selecting multiple tasks, but that’s limited to 50 tasks and certain projects will have well over hundreds of tasks and I’m not about to go through and select 50 at a time.
For certain tasks, we will want them to repeat quarterly. I’ve looked into the recurring task features and don’t see an option for quarterly… I tried to do a work around which is to create 4 different tasks (one for each quarter) and set them to repeat annually, but I really don’t want to do that for multiple clients. Also, I had the year in the task name, is there a way to automate changing the period/year in the task name when the repeated task comes up after hitting complete on the original task?
Every year, we’re going to have these tax returns and we’re not going to want to type in the client each year. For the first year we started using Asana, a whole bunch of clients were input (without marking them as a repeated task). For this year, all of the prior year tasks were “unmarked” as completed since it was easier to click a button instead of typing in names again. Problem is, all the history in the comment section show up which is annoying and clog up the task details. Is there a way to wipe all of the history out without having to go through each task and manually deleting them in the task detail?
Is there a way to assign a task to multiple people for multi-step tasks? I know you can do subtasks, but I’m assuming it would take forever to add multiple subtasks for hundreds of tasks assigned to different people. Is there a rule that can be created? For example, the preparation of a return is assigned to Person 1 and once completed, the review of the return gets assigned to Person 2, etc.