Asana Release Notes July 2024

[Vanessa_N]

Hi everyone!

Please find below our latest release notes! Let us know if the comments if you have any questions or feedback!

• Smart projects: Remove the writer’s block from project creation by letting AI create projects for you.
• Smart goals: Write more effective goals based on best practices with the help of AI.
• Smart summaries on portfolios: Get an AI generated summary of what has happened in a portfolio so you can get up to speed on any notable changes.
• Custom fields access control: Control who can set up and edit the details of custom fields.
• Data labels on charts: show or hide data labels in charts in dashboards to gain greater data insights.
• Portfolio PDF export: Generate a comprehensive summary of your portfolio in a presentable PDF format.
• Duplicate form to new project: Streamline the information gathering process by duplicating a form to another project.
• Duplicate sections into another project: Duplicate an existing section and its tasks into a different project.
• Duplicate allocations on capacity plans: Duplicate an allocation in a capacity plan to create the same allocation for multiple people.
• Updated project details panel: View and edit custom fields without leaving the project details panel.
• Prefix improvements for ID custom fields: Create ID custom field prefixes with numbers and up to 20 characters.
• Click to highlight text: Click on the drag handle to highlight and format text.

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[Cally_McIntyre]

Some good ones this month. Love the ability to duplicate forms and sections to other projects!

However, can you elaborate on these:

• Updated project details panel: View and edit custom fields without leaving the project details panel.
• Click to highlight text: Click on the drag handle to highlight and format text.

Are these for all plans and whereabouts do I find these abilities?

[Hannah_Weilbacher]

Hi Asana team! I love the new notes feature, especially to create a new task right from notes. I’d love a feature where those new tasks can quickly be assigned an owner, a date, and sorted into the correct section. I have found “sorting tasks” that get lumped at the top of a project from meeting notes to be a new task in and of itself. Thanks for considering!

[Wouter_van_Heijst]

I have to say, I’m not at all enthused about more AI slop leaking into the tools I use. What data is being used to train these models? How do I ensure none of our company data end up in them? Is this really what people want Asana to spend scarce development resources on?

[Jason_Bedford]

Many corporations have policies about what AI they can and cannot use. I am concerned if too much AI bleeds into the Asana product and can’t be completely controlled by administrator controls that this could flag this product as a security risk.

[Phil_Seeman]

@Wouter_van_Heijst and @Jason_Bedford,

You can control exactly what data Asana and its AI partners have access to, including disabling all of it:

[Vanessa_N]

Hi @Cally_McIntyre, sorry for the delay! I’m checking these with our Product team and will get back to you.

[Vanessa_N]

Adding to @Phil_Seeman’s comment, you can also find more details in this Help Center article and in our Trust Center.

[Vanessa_N]

Hi @Cally_McIntyre, sorry for the delay. I’ve got some updates from our Content team regarding the latest Release Notes:

Updated project details panel: View and edit custom fields without leaving the project details panel.

Previously, custom fields and connected portfolios were listed side by side with limited space for viewing and editing. The update provides more room by separating these sections, making it easier to view and edit fields directly in the project details panel:

Click to highlight text: Click on the drag handle to highlight and format text.

Clicking the drag handle will highlight the block of text, allowing for easy formatting:

I hope this clarifies things!

[Cally_McIntyre]

Awesome thank you so much for the extra info - this is super helpful and I am excited for these updates to share with the team!

[Rashad_Issa]

Hi @Vanessa_N

When you have a moment, I am unable to load the link for this feature - the link keep giving me - please wait while we sign you in.

@Vanessa_N

Portfolio PDF export: Generate a comprehensive summary of your portfolio in a presentable PDF format.

I am also checking Phoenix Space, but I am unable to use it over there. WIll you be able to assist please?

Thanks!