Hi all,
we are new to asana and screened google as well as the forum for answers but did not find what we need, therefore this topic.
Our Situation:
We manage around 100 projects per year in which 4 teams are part of.
A project goes due to four stages, each stage is managed by one team, i.e.
Sales > DevOps > Support > Customer Success
The hand over from one team to the another follows defined milestones.
Our Complication:
- We need an overview per Team which projects (and tasks) are on their agenda now
- We need an overall overview (like a kanban) of the 4 teams and which projects/tasks are handled/stuck in which team
Do you have an idea how to achieve this? We tried out some stuff with Portfolios etc. but nothing really worked out.
Thanks for your help!
1 Like
Hi,
Given that the projects go through all the company teams, I would not worry too much about the Asana teams. No need to have Asana teams matching your company teams.
But I would definitely use portfolios, specifically one portfolio with all the projects and a custom field dropdown with the company team working on the project.
Then seeing a team’s project is as easy as running an advanced search for projects with this field and/or click-through a chart in Universal Reporting showing the number of project per team.
Does it make sense?
I am not sure you can search for tasks that are within a project with a specific custom field value though. I would have to play around to confirm.
So in addition to the main portfolio you could have one portfolio “per team” and then the search for tasks becomes easier.
3 Likes