I figure this could be useful for the Asana community since is a question I have seen a lot not just within the Ambassadors but also from clients, specifically the project managers.
Is about getting a report that gives you tasks that have no assignee and no due dates.
One of the charts I always create for clients in their Asana Health Dashboard is one that gives them all unscheduled and unassigned tasks.
You can get unscheduled tasks in reporting, so what I have worked with clients is getting reportings by teams to get their “unscheduled/unassigned tasks”.
The one clients use the most (because is very visual) is a Donut chart style, to report on tasks, from your organization:
- Group: Project.
- Measure: Task count.
Filters:
- Task status: Unscheduled.
- Task completion: Incomplete.
- Assignees: Exclude your team members so you only see unassigned tasks.
Considerations:
- Break it down by team if you have a large organization.
This customized report saves you from running multiple searches and filters to find disorganized tasks. You can quickly view and cleanup any tasks that need attention.
I have done this already for +20 clients (with little to almost non rotation in their personal so this dashboards does not require maintenance unless you have someone new in the team) - these are clients with less than 20 employees which is very quick to implement, and we made it this way to get both tasks with no assignee and no due date, because we were not able to get both from an advance search - you could by sorting the search by assignee but then is not so userfriendly, instead the chart is more userfriendly.
This chart will give you a clear visualization of those unscheduled / unassigned tasks, organized by project, which is actually very useful.
Here is a quick video for better understanding:
Hope it works.
I’ve added some keywords in the title to make sure folks looking for reporting on unscheduled/unassigned tasks get to this post 