We’ve slowly migrated most of our company’s production workflow over the Asana, but our management team’s daily / weekly reports continue to be sent via email. I know, I know… if everyone is updating everything in Asana and has the appropriate followers tagged to the projects / tasks then there shouldn’t be a need for these daily recap emails, but these emailed reports do serve other purposes.
Dailies are an opportunity to share department / team / individual performance data often in the form of pasted screenshots of reports and dashboard from our CRM with commentary added, which isn’t easy to do with how Asana handles attached images within comments. These reports also allow managers to provide commentary on items that perhaps do not belong in Asana because they aren’t necessarily a task but are instead an observation or thought, which may or may not eventually end up as an assigned task in Asana. The report may also include a quick update on any open items or a plan of action for the following day / week, or even just a reminder that a manger will be off-site or out of office.
Where I am stuck is how to move these daily reports into Asana. I’ve played around with the idea of daily recurring tasks and also messed with conversations and progress updates. They each have their pros / cons…
Tasks are nice because the description from the prior day carries over so it’s easy to reference any updates from the prior day, as do any followers or tags. Unfortunately, attachments appear to carry over as well and are no longer relevant requiring some editing. Also when the end of day/week task is marked complete it essentially appears just like any other completed task whereas I’d prefer they stick out a bit in the recipients ‘Inbox’ (the way a conversation or progress update would). In general, I’ve heard feedback from the executive team that they wish they could find these more easily because if the report is sent late in the day and the executive doesn’t log back into Asana until the following morning it could be buried beneath updates on other followed items. Then there is the matter of where do these tasks reside - in a particular project or ‘My Tasks’ - although I’m not sure it matters.
As for conversation threads or progress updates, I don’t feel like they are the most appropriate because those are tied to a specific project and a manager is often working across a wide array of projects. We are on the Premium plan so we don’t have Portfolios, though I’m not even sure if that would fit our needs.
So basically, I am stuck. Looking for any advice or best practices anyone can provide…
Thanks in advance!