Assigning titles, roles, etc company wide?

Ok team, got a question for you. Let’s say you have a set of recurring tasks. You NEED to assign them to your Perishables Department Manager, because the task is to notify your vendors every year of your holiday closing schedule.

However, you will probably be promoting that person in the coming year and putting in another person. That means a new Asana user is added. The other person is still in Asana, and the person they are replacing is no longer with the company.

How can we define job titles (company wide, not just on the project level) and assign tasks to “Perishibles Dept Manager” instead of to “Nancy”, so that when recurring tasks (and, rules!) are set, we can assign them to Job Titles instead of to People?

And, then we can link the appropriate People to the Job Title. That way, when I promote or terminate someone, I don’t have to go find piles of recurring task and rules and rework them.

I feel like this may already be in Asana and I’m just searching for the wrong terms. I thought it was called “Roles” but what i’ve found so far is much too generic for this and only available in the Project level. I need something company wide.

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Hi @Matt5, I’m afraid this isn’t currently possible. One workaround would be to use a custom field to track job titles and responsibilities, but this approach requires manual updates.

  • Create a Custom Field in Asana called “Assigned Role.”
  • Add this field to tasks and set the value to “Perishables Dept Manager.”
  • Use Advanced Search or Saved Reports to quickly find tasks tagged with a specific role when reassigning responsibilities.
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Jeremy thank you for that idea, I may well implement that.

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