Our templates are based on some of the most tried-and-true workflows in Asana. You can switch between List, Board, Timeline, and Calendar View at any time. You can use them for just about anything, from deadline-driven iniatiatives (like a launch), ongoing processes (like managing an editorial calendar), or tracking information (like incoming design requests). Projects live within a team in Asana and store groups of related tasks. If you learn nothing else in Asana, understanding how to create and use a project will be a major improvement for your team to get away from outdated spreadsheets, confusing email threads, and long meetings to try and figure out the same information. Read more tips here if you want a more in-depth explanation of this framework. (But be wary if you have more than 5 subtasks or multiple layers of subtasks!) Create a subtask to break up a task into smaller pieces or divide the work (like a subtask to check blog SEO keywords or investigating bug frequency) and only need them in task view.Create a task if you're trying to capture a singular to-do for one person that can be achieved within a few minutes or work days (like writing a blog, or fixing a bug) that you also want to see across different views.Create a project for your large coordinated efforts with lots of steps and stakeholders and the need to see them across different views (like a campaign, launch/event, or an editorial calendar/pipeline).Here's a quick framework and visual to help you decide in a pinch: we know customers have questions about whether or not to create a project, task, or subtasks when adding work to Asana. To project, task, or subtask?īefore you build anything. Every team uses Asana for project management a little differently, but these tips will give you the best starting point to get the basics down, while giving you a glimpse of what you can do once you have a few projects under your belt.
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