We manage sometimes dozens of video productions (which we set as tasks) at a time, across a constantly rotating set of projects.
There are several internal roles involved in the production of each video, and clients using other tools for things like shoot scheduling and leaving feedback on edits.
We’ve be using Asana for years now, but always in a very manual way. For example, a producer having to create new tasks when orders came in, update them when subjects scheduled their shoot, or having to drag tasks between production stages (sections) and make sure we assign the right people to subtasks, add due dates, etc.
We were diligent because we had to be, but Rules, Flowsana and Make (as well as some other SaaS tools) have enabled us to manage most videos projects with the setting of a few custom fields, and the automations now handle the vast majority of our “project management.”
Tasks are created automatically from our invoicing software, it’s always clear what the next action is, who’s in charge, and we only interact with tasks when we have to. Automatically-set relative due dates bring lagging tasks to our attention before they’re a problem, and Reporting gives us overview of the operational health of the company, and a very granular view of where everything is.
Because of all this, our producer will soon spend very little time managing the projects themselves. We all get a lot of reassurance knowing that she always has accurate information to work with, and that clients are getting their videos on time.
We’ve also struggled with keeping tabs on client orders, and how many videos are delivered or owed. We now use Asana as part of our accounting suite to indicate in our system when videos are completed or when we need to bill clients for gear, etc!
I was quite hesitant to go all-in on Asana, and it was a lot of work to get our setup where it is now (thank you Asana forums btw!), but I’m really happy we did. We haven’t even fully rolled it out, but the potential of being able to mostly step away and let the business run itself is definitely there, and that’s very exciting.