We’ve recently migrated our project management to Asana. It is mainly used by our tech team to track work. The Sales team (they have paid seats) also has to use it, but on a fairly low-touch basis. They’re not as tech-savvy, and I am trying to make it simple for them.
I have created a form for them so they can easily submit bug tickets and similar, and it will always be flagged to someone in the tech team (via rule) to triage before they add it to the right section/apply the correct tags/fields / assign the tasks etc.
When they submit a form, they automatically get an email of the submission (and there is a link there, “see your submission on Asana). However, if they go to Asana they cannot see the ticket anywhere, unless they click through that link in the email (and they get dozens of emails they won’t be going back there to check every time).
The My Tasks section only has tasks that they’re assigned to. Which won’t happen as they’re mostly going to be making the request than acting on them.
The “Tasks I’ve assigned” widget also doesn’t suit this, as they won’t be assigning the tasks, so these form submissions don’t pop up there.
Any suggestions on what would be the best way for these low-touch users to see what tickets they’ve created, all in one place ideally? My only idea is to create a project just for them with a rule that if X or Y created the task than it should add it to this special project just for them to see. But before I set this up, wondering if there’s a easy, more native solution that I’m just missing?
