How we're converting orders from Shopify into tasks on Asana as an Ecommerce Bakery!

Hi @Khamir_Bhatia. Thanks for the post. First of all, I think you’ve done an excellent job with the use of Asana for your bakery as an Order Mgt System. Great website as well! I would have to agree with your choice of listing the customers as Projects and each item/order as a task. The other option you may have considered is to have Projects by item type, then Sections within according to customer, followed by tasks/items. That would potentially make batching of orders easier, but it wouldn’t give as clear a view of order by customer. And your use of current Tags should help with the batching. Also, you can’t search by section, so it would limit your view by customer.

Something else to consider is using a Board (in addition to your List) to track orders through the fulfillment/production process. You can keep projects by customer and in the Board so they reside in both. And then use the Board Kanban style and move the items across or even enter items which need to be baked that day independent of a customer (ex - New Prod Dev).

I’d be remiss not to also recommend you take a look at the Premium plan. Especially with the recent announcement Our most powerful features are now available for teams of 2, 3, and 4 people! A few options which could be of benefit are: Start Date - to better track order lead times & prod queue times ; Task Dependencies - use when tasks are waiting on others to start ; Custom Templates - will save a ton of time with repeat order mgt, and could be used in prod/bakery flows with recipes as well ; Custom Fields - this would be key to reducing some of the ‘cumbersome’ in the tasks and be broken out by item, variant, quantity, customer location…; Forms - could be used for initial order mgt or flow set-up; Rules - automate some data entry/mgt. A lot of options to consider. And I’m sure given what you’ve done so far with the free version, you’ll have the Asana stuff singing in no time with more tools/power to work with. Hope this helps! :slight_smile:

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