I help manage 150+ events a year at my company, each set up as a project with pre-event tasks. (All event projects live in one portfolio for an overview each year)
I’d like to introduce a post-event survey for the project lead (not an Asana user) to provide feedback. The survey would be a checklist of applicable items, each assigned a point value. The total score would reflect the event’s overall performance.
Once the survey is submitted, I plan to log the score in the original event project using a custom field called Final Event Score.
My current idea:
Create a general “Event Feedback” project that houses the survey form.
A task in the specific event project triggers me to send the survey link post-event.
Once the survey is completed, another task reminds me to log the score in the event’s project… which will then show up in the larger portfolio.
Is this the most efficient setup? Open to any suggestions or improvements!
This process feels pretty good. The manual part, obviously, is the annoying part. The fact that you have to copy the value into the portfolio field is a little bit annoying.
Internally, what we’ve done is we wrote some code to automatically multi-home tasks in the right project, but that only works because we have one project for each client. Each client is defined by a domain name that is unique. Unless you have that, there’s no way to really automate this part.
The big question is, do you feel good about this workflow? Is there anything you want to fix?
I’ve done something like this where I’m tracking customers’ satisfaction on 10 questions in an Asana form. Each of the questions is linked to a custom field. Then I have set up numeric custom fields for each of the questions. Through rules, I have automated the population of the number custom fields - when CF is Very good, change number CF to 5, and so on for all the options. I have added formula custom fields, adding all of the values and then another custom field to divide the total number by the number of questions (in my case, it’s 10), thus giving me the final score. As you can guess, there are a lot of custom fields in the project, and what I’ve done is hide all of them except the one for the final score.
Hi Bastien, you made a light bulb go off in my head on this one. What if I were to assign an ID number to each event? Then when I send the survey link, I can include that ID for the person to use. Could I automate the post-event score populating in the portfolio like this? If so, how?