Our Sales team is using Asana projects to track deals and steps in the process to close. The issue we’re running into is that there are too many deals in a team and it’s cluttering the other projects the team needs to use. Is there a way to organize it? We are using portfolios, but the projects still need to sit somewhere. We want to avoid creating a team for each of the region’s deals, but is that the only solution? Any tips help!
1 Like
How many projects are we talking about?
In what way does it clutter the rest? In the sidenav?
Thanks
1 Like
There’s 25+ now, but it will continue to grow
Looking at:
might give you ideas about teams to use.
Why? Just make as few extra teams as will allow each to feel uncluttered. Or do you mean region is not a good way to divide them?
Consider making one team to house only Deals: Current; perhaps the number of current deals is manageable for a single team to not feel cluttered? Age the done deals into either a Deals: Won or Deals: Lost team. That’s three teams only, and I don’t think you’d care how cluttered the Won/Lost teams are since you’ll hardly look at them.
There’s also the hack of creating dummy projects in a single team as separators for the batches of projects within, e. g.,
TEAM DEALS
CURRENT
Deal 5
Deal 6
WON
Deal 1
Deal 2
LOST
Deal 3
Deal 4
(That’s three dummy separator projects above.)
Hope one of those ideas helps,
Larry
3 Likes
That is super helpful!! Thank you!!
1 Like