Like Milestones but notes tasks. This is where you can keep important notes or vital information but is not a task that needs to be assigned to others or any action taken.
Hi @Elli_Haddick and welcome to the forum!
You might be interested in this post: 🔖 A “task type” in Asana, the missing link
Hi Ellie,
This my first time responding! I am with you on this. I use Asana to not only manage client matters but I also like to open it and see the status of what is going on. Having an option for a “note” would be great! Right now I manage this by naming my first “bucket” Inbox and the second “bucket” Status, Notes & Reminders. This allows me to quickly add emails to the Inbox and then assign them to the appropriate location/individual all at once and also add any “notes” to the second bucket and add a collaborator but no due date.
An option to label something a note would be fantastic!!
Hi everyone!
We’ve just launched a new Notes view in projects, which might address the need for a better place to keep meeting notes without the need to have it in a task assigned to someone.
With the new Notes view, you can add meeting notes, briefs, link related projects, mention team members, and easily convert notes into tasks. You can also create multiple Notes views within a single project.
Note: Not a solution but marked as such to elevate a key reply.
The new Notes tab is a great feature, but this request is distinctly different, asking for a new task type (like Milestone, Approval) for non-actionable tasks with no completion checkmark.
Thanks,
Larry
I’d like to propose a reference note feature in Asana. This would allow users to create non-actionable entries that serve as a storage for important information, such as logins, instructions, helpful resources, etc.
Currently, I often unassign tasks and remove due dates to keep valuable information accessible within a project, but this feature should be differentiated from a task since there no action needed. A reference note would streamline this process by providing a dedicated space for reference materials without the need for task assignments or deadlines.
This feature would enhance organization and efficiency, allowing users to store and easily retrieve vital information within their projects. I believe it would be a valuable addition to Asana’s functionality.
I have a project for our “Technology Work Group”. I have a section there for “Meeting Notes”. I create a Task record for each time we meet.
However, these aren’t really Tasks. For example, I or someone else may mark these as Completed - which will then hide the meeting notes and take extra steps to get back. That’s NOT what we want to happen.
Is there a way to remove the ability to “Mark the Task as Complete” for these “Meeting Notes” type records?
FYI, I’m not using the Premium version.
I see that I can create a “Section” instead of a “Task”; however, then it look ugly with all the bold text and underlines. And there’s no group header.
You can’t block people from completing tasks unless you make a projet “comment-only”. @Marie what would happen if you multi-home a task into a comment-only project?
@Jef_Mendoza, Another approach would be to change the project’s view to “All Tasks” instead of “Incomplete Tasks” and saving that view for everyone. If it gets marked complete it will still show (and maybe then you’d mark them all complete since they all happened already).
But I agree it would be nice to designate a task “uncompletable” for such reference tasks. I often have to shepherd projects by being sure I’m a project member so that I can reverse inadvertent changes like this when I notice them in my Asana Inbox. Often people select tasks too close the checkmark and mark them complete by mistake too!
Larry
In a perfect world, it would be great to have a tag or flag that could mark as a Note similar to how we are able to mark as a milestone.
We use a lot of reference information tasks which should never be completed to keep it obvious. “Mark as Note” would be very helpful here. Maybe we could create a custom field to replicate the functionality, and then setup a rule so it can never be completed…
Yes, exactly! A single-select type custom field with a single value works:
Here’s the rule:
Thanks,
Larry
Then I could use a bundle to auto apply this rule and the custom field to all projects with reference type tasks. Cool idea.
Excellent idea too!
Hi everyone! We’ve just launched a new Notes view in projects, which might address the need to have a better place for meeting notes without the risk of losing the sight of the notes in a completed task.
With the new Notes view, you can add meeting notes, briefs, link related projects, mention team members, and easily convert notes into tasks. You can also create multiple Notes views within a single project.
Another advantage is that this feature is available in all tiers, both paid and free.
If you feel this solves the issue, let me know, and I can close this feedback thread. If not, we can keep it open so everyone can continue adding their votes for future consideration.
Note: Not a solution but marked as such to elevate a key reply
See my reply in the similar topic:
What would you think about addressing these two topics as follows:
- Either 1) mark both your solutions as Note: Not a solution but marked as such to elevate a key reply or 2) unmark both as solutions
- Also, regardless, merge these two topics because I think they’re the same.
Thanks,
Larry
Good idea, @Larry. Done
Thanks, @Vanessa_N!
I have a project for our “Technology Work Group”. I have a section there for “Meeting Notes”. I create a Task record for each time we meet.
However, these aren’t really Tasks. For example, I or someone else may mark these as Completed - which will then hide the meeting notes and take extra steps to get back. That’s NOT what we want to happen.
Is there a way to remove the ability to “Mark the Task as Complete” for these “Meeting Notes” type records?
FYI, I’m not using the Premium version.