Help for using Asana for project planning

Hi there!

I’m looking for a bit of help with how I’m using Asana.

I work for an event planning company and we have about 150 events a year. At the moment we have a template for a general event on Excel with 60 tasks on, each which need to be done 6 months before, 5 months before the event date etc. We want to be able to link this template to Asana, either by uploading as a CSV or having a template on Asana. Ideally we want to be able to just put in the event date and then the task due dates be automatically filled in. These tasks will always be assigned to the same people and we want to be able to see the tasks on the calendar too. Ideally we want to be able to keep using the free version too!

The best solution I’ve come up with is to use an excel/CSV integration where I write a spreadsheet using the headings that Asana requires to convert rows into tasks. One page could allow you to put in the name of the event and the date, which is linked by formulas to a ‘date calculator’ which works out how many days/months before the event date a task needs to be done, which is in turn linked to the large spreadsheet with individual tasks on (I’ve attached screenshots of the spreadsheets so you can see what I mean). This can be converted to a CSV and then uploaded to Asana which converts each column to the necessary information. Each event could be done individually or in groups to save time.

Would this be the best way to do it or could anyone recommend any other options? Appreciate the help in advance!

Many thanks

Rachel


Screenshot 2023-01-23 at 21.53.36

Hi @Rachel_McWilliams,

i would recommend the following:

Make a Project Template in Asana with your Excel/CSV and add all Tasks/Subtasks and assign Teammembers.

This way you have a Template made out of your Excel/CSV. Now, when adding a news project, chgoose your new Project Template and thats it.

Just my 2 cents: A paid Asana Plan will save you more money than what you pay for it. (The Time you save is worth much more than the money you spend on asana.)

Thanks! I did consider this, but there didn’t seem to be a way to automatically work out due dates for each task based on one final event date. I did try with a free trial of Asana and Flowsana together but it didn’t work. I set up the workflows like it asked but nothing then translated into Asana. We would consider paying for Asana but only if it solves the due date problem as this is the most laborious task!

Hi @Rachel_McWilliams

maybe this will help: Timeline View in Asana • Asana Product Guide

If set up right, you should be able to move around tasks and the due dates automatically adjust.

I know it’s not the Solution your looking for, but the only one i can think of atm