The Best Ways to Use Asana to Manage Repeating Tasks Across Several Projects

Hello Everyone :hugs:,

Since I’ve been using Asana for a few months, I’ve been pleased with the functionality and flexibility it provides. Currently, though, I’m having trouble organising recurrent duties among several projects. I was hoping to hear some suggestions or learn about other people’s approaches in the community.

This is the situation:
Our team has a number of recurring tasks that are applicable to many projects yet have the same frequency. For instance, we have quarterly evaluations, weekly check-ins, and monthly reporting that must all be regularly monitored. The problem I’m having is that some of these tasks are getting lost in the shuffle between projects, and I’m finding it difficult to organise them in an effective way that doesn’t involve duplicating work or letting go of its completion status.

I have the following specific queries:

  • Is there a recommended method for creating recurrent tasks that cross several projects without creating duplicates? :thinking:
  • In order to make sure that nothing gets missed, how do you keep an eye on ongoing projects? :thinking:
  • When managing this kind of repetitive work in Asana, are there any particular workflows or automations that you’ve found to be very beneficial? :thinking:
  • In this situation, would using templates be helpful, or is there another way to go about it? :thinking:

Any advice, suggestions, or links you could provide would be very valued. My goal is to optimise our workflow and guarantee that these repetitive duties are well handled so that the team isn’t gcp overburdened with them.

Thank you in advance.