I’m somewhat new to Asana. We are using Asana to manage multiple client-facing projects, as we are a professional services group. We currently use Azure DevOps for our internal project retrospectives and I’m looking to move this over to Asana. In Azure DevOps we have one project called “Project Retros” and within that one project we have each of our client engagements as a different tab with the retrospective fields (what went well, etc) and we can see each client engagement as its own entity with the overall Project Retros project.
In Asana I’d like it to work similar, where I have one Asana project called “Project Retros”, and in that one project we have each client project that we’ve done categorized in such a way that we can do a retrospective for each client project at a time. For example, ABC project finished so now we open up our Asana Project Retros project and create maybe a group for that project? It would just be too much overkill to create a separate project for each client retrospective. Any ideas on how I could do this with the use of groups, tasks, sections, maybe other features I’m not aware of?
Are you on the Asana Advanced subscription level or higher? If so, I would suggest looking at portfolios, which are the basic method for aggregating a group of projects: you would have a Project Retros portfolio and in it you would put all of your client-facing projects.
These would work well as custom fields in the portfolio that @Phil_Seeman recommended, so that would offer a cell for each field for each client project. The fields could be text, single-select, multi-select, etc.
Thanks Phil. Yes, we do have portfolios, so that’s a good idea. I was hoping to get away with not having a separate Asana project for each retro, but doesn’t sound like that’s possible.
Hi @Lara_Beck Phil’s suggestion is great. If you wanted you could do one singular project called Project Retrospectives and have columns for what went well, what didn’t and use it in board view. I wrote an old topic on sprints and retros. You could also a custom field single select as a project name and use filtered tabs to filter out per project.