Workflow project for every team member

I’ve done much the same, creating what we call a Workflow project for every team member. These projects are part of a portfolio we call TEAM HEALTH, with the Workflow updates helping us see where everyone is at, what their workload is, and if we need (as management) to make any adjustments.

I use the Workflow to triage my work from multiple projects, with every task created being multi-homed in both the appropriate project and Workflow project.

This has been a game changer. Plus, when I log into this board view, it just makes me happy.

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Hi @Virginia_Mowery,

I’ve moved your post to a new topic because its a different kind of workflow than "Default Workflow:" Enable team and organization-wide collaboration in minutes which describes a project for each team whereas your workflow describes a project for each individual.

Regarding your workflow here, what is the role of each team member’s My Tasks when you have a project like this?

Thanks,

Larry

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Right, thanks for that!

None of us actually use the My Tasks at all - the Workflow projects have made those redundant. We initially moved to this process and away from My Tasks because of the reporting functionality in a project vs My Tasks. Of course, since then, reporting has come a long way.

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Thanks, @Virginia_Mowery,

For the benefit of those reading, many of us, and Asana, recommend My Tasks unless there’s a special requirement that warrants a project to use instead.

The approach I recommend to clients for this is:

Thanks,

Larry

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The issue is the reporting capability. As there is no dashboard with My Tasks, and we haven’t found a way to create the same widgets in the Reporting Dashboards.

As an example, there is no way to create this widget in a Reporting Dashboard out of My Tasks:

If there were, we would likely be using My Tasks.

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I’m able to do that in a couple of different environments that I tested in just now:

@Forum-team, is this officially released? Fully rolled out? A/B test?

Thanks,

Larry

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I had totally missed that somehow. :ram: -ish

Now if only we could do a Status Update as well, that would fit our reporting. Considering.

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@lpb Yes, this feature is now available to all customers who have access to dashboards.

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