As an Operations Manager, a part of my role is to keep my sales managers in check with their licensing renewals with our current customers
This is challenging when many accounts are buying at different points in the year and licenses expire at many different times. I have created a project that has all of our renewals and will send email notifications to the designated sales manager.
Step 1: Add in all our renewals. This is the most tedious part of the project creation, but if you have an API to Salesforce setup this can be cut shorter
Step 2: Create 5 sections
Renewals Due in 90 Days
Renewals Due in 60 Days
Renewals Due in 30 Days
Step 3: Create your Rules
I created many rules for this project but the most important ones are related to your sales manager and moving the renewals to their designated section. For example:
Trigger: Due Date is Approaching (90 days)
Action: Move to "Renewals Due in 90 Days Section
Action: Comment @salesmanager - Renewal is due in 90 days, please take action
Trigger: Task added to project
Trigger: Custom field (Sales Manager)
Action: Assign to (Sales Manager)
Many people have ways of alerting each other in Asana, but because this is so important for my business, I have my sales managers have email alerts when they are assigned and when they are mentioned in a rules comment.
If anyone else has ways to improve upon this let me know!