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Asana: work management features and setup
Asana is a task and project management system with rules and workflows. It helps turn recurring requests into an organized execution process.
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Overview
The team can define who receives a task, which steps it needs to go through, and how to tell when it is ready for the next stage. Building automation around agreed working rules reduces reliance on a manager to move every item manually. Before implementation, standardize field names and statuses across participating projects. Also choose an owner to take responsibility for updating the rules when the project structure changes.
Features
- Workflow templates
- No-code rules and automations
- Manage recurring processes across teams
Business uses
- Route marketing requests by deliverable type
- Assign an onboarding task when a project is opened
Getting started
- Choose a test project and write down its workflow steps
- Set a rule to change a field or assign an owner
- Test the complete transition between steps with two different users
What to check
- Check the availability of rules and advanced capabilities on your plan
- Decide how to handle a task associated with more than one project
Sources to check next
Vendor features and prices change. Confirm details on the linked official pages before you rely on them.