The ultimate guide for doing things with Asana

You could have a script that goes through a project, picks the completion date of a task, the start date of another from a custom field, and fill another field with the difference? I could help if needed.

Based on @Jerod_Hillard advice, I added Kosmotime for time blocking https://www.kosmotime.com/

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@Bastien_Siebman awesome list. Thanks for taking the time and putting the list together :+1:
Has been bookmarked and I will definitely include this link in our onboarding checklist for new team members :slight_smile:

There are a few programs we use in the company which I think it might be helpful to list them as well.

Zoom: Zoom + Asana • Asana

Pipedrive: Pipedrive- + Asana-App-Integration: Vertriebsmanagement • Asana
We set up automations there so whenever a deal is closed a project with tasks is created in Asana to continue with the project delivery for a client.

I have seen your link to a page about CRM info but somehow could not find Pipedrive there so I thought I‘d suggest :wink:

Active Campaign: I mean mainly you will also need Zapier or similar program to connect it but they have listed some pre-built automations there https://www.activecampaign.com/apps/asana

Thanks for the KosmoTime mention Bastien!
We’re a brand new app, we love Asana, we’d love feedback from the community!
Please try the app and ping us on Slack or chat (links in the app). THANKS!

Awesome resource @Bastien_Siebman ! Thanks for the effort.

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Outstanding work, @Bastien_Siebman ! :clap: :clap: :clap:

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Is there a way to adjust / calculate Task progress in a portfolio view ignoring certain sections? We have a section called “Feature Requests” where we drop in all our ideas of what we want to do. This skews the Task Progress metric since it counts these tasks as “Incomplete”. Thank you!

Not really, except if you store them elsewhere, or store them as subtasks :grimacing: You could also switch the Portfolio progress to milestones and not tasks.

Thank you! I changed it to milestones for now. It would be nice to have the same filtering functionality when creating a dashboard/charts to managing portfolios (to calculate/view custom metrics)

thanks @Bastien_Siebman for this nice guide. well-structured and has the most important tools everyone uses in daily basis . Great job :+1:

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