Stupid question but I only just starting using Asana today. How do I / Is there a way to put external resources onto a task?
I want to use Asana to run an installation project and there are tasks which requires equipment to be assigned to the task not actual users, ie if I wanted an IT guy to install a cable at height I would want the ability to assign a scissor lift to the task (as well as the IT guy) and then make sure that resource of the scissor lift is not added to another task at the same time.
That kind of resource management is pretty hard to do inside Asana… One way could be to create an account for each object and then treat them as persons by assigning tasks to them. And with the latest Workload feature being released you could manage resources being assigned in two places…
@lpb any great idea?
Thank you for the help, would the created used need to have a purchased premium licenses because I would need quite a few resources?
I agree with Bastien; the upcoming Workload feature could help if you’re considering or on the Business Tier. You’d need to assign to the resource as Bastien writes. But you don’t need to pay for seats if you use a single gmail account like firstname.lastname@example.org because they let you make unlimited email@example.com, etc. for each resource for free, and none of those count to your Asana seats because they’re Guests. But you would have to use multiple tasks for the assignment (e.g., Task Actions > Create Follow-up Task) or subtasks of the one task in order to assign these additional resources since one task can only be assigned to one person/resource.
Another approach that doesn’t require either Business or the gmail stuff is to use Tags like
scissor lift. If you also define one single tag named
resource then you can always click that tag to see a list of all tasks that possess that tag
resource (and in addition the specific tag like
scissor lift) and then sort that list by date which would enable you to see the scheduling of all your resources by date so you could answer your question. That view can also be seen as a Calendar instead of a list if that’s helpful too.
Usually custom fields, a Premium feature, are recommended, but in this case I think tags is better because 1) there’s no multi-select custom field (yet) so you wouldn’t want to make a Resource custom field because it could only have one value at a time, and 2) tags are easier to use across multiple projects, in case that’s an issue for you.
Hope one of those works!