How do you organize recurring workflows in Asana?

[lilyhazel265]

I have a workflow that needs to be repeated regularly with the same basic steps each time. It is better to use a project template, task template or recurring tasks for this?

I want to make sure the workflow stays organized without having to recreate all teh steps manually each time. What approach works best for this in Asana?

[Richard_Sather]

@Forum-team not sure why this was unlisted..?

[Irish_Makimura]

Hi @Richard_Sather , the Spam scanner flagged the post, which is why it was unlisted.

We have now rejected the flag, so it’s back in the Forum list.

[Richard_Sather]

Hi @lilyhazel265 , welcome to the forum

I highly recommend task types for repetitive tasks with manual steps. Have a look at this to get started:

The Asana feature I wish I’d discovered sooner: Custom Task types

Around this time last year, I wrote this article on how to group your tasks using a single-select field instead of using actual sections which would require a ton of rules to keep everything in sync. This year, Asana changed the game, yet again, by introducing Custom task types! [image] If you are fairly new to Asana or discovering ways to optimize the way you already work in Asana, make sure to check out custom task types - it will improve the way you and your team interact with Asana by sim…

[lpb]

@lilyhazel265,

I don’t think there’s a single answer to your question because it depends on the nature of the workflow. You could make a case for each potential solution you offered, and @Richard_Sather’s custom task types, but make a case against them as well as a result of different characteristics of the workflow you’re trying to implement.

Thanks,

Larry