šŸŽ¬ Asana Advanced Plan - Video walkthrough!

Hi Community! :waving_hand:

If you’re using Asana Starter and starting to feel the limits—projects living in silos, too many manual updates, or goals that live in a separate place from your actual work—this one’s for you.

In this short and practical video, we walk through the key features of the Advanced plan and show how it can help your team move from task-by-task execution to true strategic work management.

:books: We’ll cover:

:white_check_mark: How Portfolios give you clear oversight across multiple projects
:white_check_mark: How to tie real work to company goals—without switching tools
:white_check_mark: And how automation and control help you work smarter, not harder

Whether you’re actively considering an upgrade or just curious what comes next after Starter, we hope this gives you a helpful and inspiring overview. Give it a watch and let us know what resonates with you—we’d love to hear your thoughts! :backhand_index_pointing_down:

PS: We’re also testing out new colours - I’m sure you’ve spotted that! What do you think? :artist_palette:

Please feel free to share your thoughts or questions in the comments below!

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Can you please repost this with captions? It is not accessible.

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Hi @Sam_Gould, I’ve updated the settings and you should be able to enable captions now! :slight_smile:

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whats the difference between teams and portfolios and how can we use both, or is teams becoming obsolete?

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Hi, @Laurence_Easeman .

Please use this as a reference.

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Hi @Laurence_Easeman
Teams and Portfolios serve very different purposes in Asana and are both still relevant. Teams are the structural backbone of your Asana workspace — they organize people, projects, and permissions, typically by department or function. Portfolios, on the other hand, are a reporting layer that helps you group and monitor projects (or other portfolios) across teams, based on strategic goals, programs, or workflows. I usually recommend using Teams to manage access and collaboration, while Portfolios give leadership and cross-functional stakeholders the visibility they need — they complement each other, not replace.
Hope that helps!

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Hey @Sonja_Gusenbauer I’m looking to upgrade to Advanced Plan but not sure if it will solve the problem I’m having with Starter or not… Any advice, guidance, or explanation will definitely help my decision.

I’ve been using projects in 2 ways - 1) as to manage the work/tasks we’re doing for each and 2) to manage build/setup workflows for my team (by linking projects to the workflow projects and facilitating subtask creation rules as each stage/section gets completed). An example of the ā€˜setup project’ would be [onboarding] [content] [design] [build] [qa] [launch]. Once all of that’s done, we remove the from the setup project and continue working through our other setup projects.

The issue I’m running into is that I cannot rotate subtask assignees based on project role (i.e. I take all the design subtasks on one project, you take all the design subtasks on next project and so on) each time we create a new project.

Is this something that is achievable in the ā€œproject roleā€ feature with advanced?

Hi @Vincent_Watkins !
Thanks for reaching out and for sharing so much detail about how you’re currently working in Asana — that’s super helpful context.

The Advanced plan does give you access to Project Roles, which makes it easier to assign ownership across projects consistently (e.g. automatically assigning a ā€œDesignerā€ role whenever you spin up a new project from a template). However, it won’t dynamically rotate roles or automatically alternate subtask assignees from project to project — that level of rotation logic isn’t available today.

That said, many teams solve this by:

  • Setting up clear project roles in their templates, so assignees are pre-populated consistently, and

  • Using rules to automate subtask creation and assignments within a project.

If rotating ownership is really key for your workflow, you might need a lightweight manual step to decide ā€œwho’s on designā€ before launching a new project. From there, the Advanced features can handle the rest of the automation smoothly.

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