My name is Bill McHenry, and I am an Instructional Designer at a community college. My team and I would like to track our development cycle in Asana. Specifically, we need to determine where in the process SME’s are in their development, and flag when courses need to be reviewed every two years. Any suggestions?
Totally get this. Tracking where each course is in the pipeline and not missing the 2 year review are common needs. I work at Asana and here’s a simple setup I’ve seen work well:
Project: “Course Development Tracker” with one task per course
Custom fields
Stage (dropdown): Intake, Outline, Draft, SME review, Build, QA, Published
Course Type or Program (optional dropdown)
SME and Reviewer (short text or people fields if you prefer)
Subtasks in the course task: Outline, Draft, SME review, QA, Publish
Rules
When Stage changes to “SME review” assign to the Reviewer and post a nudge
When Stage changes to “Published” create a subtask “Course review” due in 730 days
2 year review options
Easiest: set “Course review” to repeat every 2 years after completion
Or add a custom date field “Next review” and save a search for “Next review within 90 days” to catch upcoming reviews
Views
Use Board view grouped by Stage to see where each SME is
Create a saved search or Dashboard for Stage = SME review to see what’s on SMEs’ plates
Pro tip: turn this into a task template so every new course gets the same subtasks, fields, and rules.