How to organize an Organization when you can't become an "organization"

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Hi @anj2116 and @Kaitlyn,

A client is also a major university and I just looked into this with help from Asana Support; I’ll share (and @Marie or @Natalia please verify):

Summary

  1. Create Team (say, “Team 1”) in the columbia.edu Organization. Make it be “Hidden” or “Membership by Request” to keep it separate from others at Columbia. Add desired team members to this team.
  2. If desired (e.g., if your current Workspace is Premium or Business), ask Asana Sales/Support for a Trial Upgrade to Premium or Business.
  3. Use normally, or consider https://ditto.kothar.net/ to copy project(s) from your existing Workspace.
  4. If ok, ask Asana to make the trial permanent and make a Division (“Division A”; you would use the name of your division within Columbia) and add “Team 1” as the first Team in this Division. (Info on Asana “Divisions”: Learn about divisions in Asana | Product guide • Asana Product Guide)
  5. At this point, the billing owner can use her avatar menu > Admin Console to add to “Division A” more existing teams in columbia.edu (anyone at columbia.edu can create those teams but only the billing owner for the Division can add them to the Division).
  6. Cancel the old Workspace to avoid more billing there.

All users will still only see columbia.edu in their avatar menus; “Division A” doesn’t appear there (though the billing owner will also see the division’s admin console). The Division itself does not appear in the left sidebar either; you’ll see your Division’s Teams there as well as any other public Teams in columbia.edu, so presumably you’d want to drag your Division’s Teams to the top of your left sidebar.

Asana Support advised the following as well:

With a Division, you can upgrade multiple Teams under a single subscription and each user will only count towards a single seat. Please note that there are some restrictions on
these Plans:

  • Divisional Plans function similarly to Team Plans, and while you’ll
    have access to paid features when working out of the Teams in your Plan,
    you will not have access to Organizational level features like admin roles.
  • The Billing Owner of your subscription will need to belong to all
    Teams in your Division.
  • The Billing Owner can add or remove Teams from their Division at any
    time. They can also edit each Team’s settings directly from the Admin
    Console.

Hope that helps,

Larry

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