Tips & Tricks

[Ka_Nishiyama]

How to get started with Asana? - A Guide from A to Z

I am regularly seeing questions about what should be the first steps when starting to use Asana or how to onboard team members. Asana provides a lot of guides and many tips have been shared in the forum already. However, I decided to prepare another A to Z list to compile key links and resources. [A] - Asana Articles & Academy Tutorials This is probably the first article I‘d recommend going through to understand „Why Asana?“. https://asana.com/guide/team/onboard/change-management…

List of technical and data limitations in Asana

Last updated: Sep 2024 Don’t get me wrong, I Asana but like everything, it has its limits, which is sometimes perfectly fine, especially if you know what/where those limits are Most of the below limitations are edge cases required to handle large amounts of data, so likely these won’t be an issue to the majority of users. limitations marked with an exclamation, could not be found in the guide, but are mentioned in the forum, thus the relevant links. …

Asana, show me your BUTs

We all love Asana, and the tool is growing really fast. They have an exciting roadmap, delivering often, but some features or use cases might be put aside for a while. As an Asana user, champion or consultant, it becomes harder to follow those small “but”. For example, a portfolio can hold 500 projects BUT above 250 the Workload feature is disabled. Let’s all work together and build a collaborative list of BUTs and for each one, let’s try to link to the existing forum p…

The power of the sidebar order on Asana suggestions

When managing tasks in Asana, efficiency and intuitive workflows are crucial. If you’ve ever noticed how certain projects are suggested when you add a task to a new project, you might wonder: how does Asana decide which ones to recommend? Interestingly, the order of projects and teams in your sidebar plays a significant role in shaping these suggestions. Asana’s sidebar, which displays a list of your projects and teams, is not just a navigational tool. It also informs the system about your orga…

Forget about Sections - Group like a pro!

As an Asana Solutions Partner, I come across a lot of client spaces. One thing I notice quite often is the use of Sections for the status or stage of ongoing workflows. Basically, a project that is never completed, but has tasks added frequently, which go through each stage / status and eventually get completed, all the while new tasks are added. But to be fair, Asana’s UI promotes the creation and usage of Sections, usually resulting into something like the below example: [01A sections] But …

Streamline Work Processes with Asana's Custom Fields

This video presents a time-saving alternative to task templates for creating tasks with predetermined custom fields. The use case highlighted in the video is just one example of how this method can be used to pre-populate custom fields when creating tasks, milestones, or approvals.

Quick Tip: Multi-line subtask titles are possible!

Did you know that your longer subtask titles don’t have to just be one continuous, automatically wrapped block of text? There’s a way format subtask titles into multiple lines lines this: [image] (The above screenshot is showing the task detail pane scrolled down to the Subtasks area.) This is accomplished using a “newline character.” There are different, complicated key sequences to use on different types of computers, so I find that the easiest way for me to insert the newline was to one-…