Top tips & tricks

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 extreme use cases required to handle large amounts of data, so likely these won't be an issue to the majority of users...

Since the recent launch of team sharing on projects there has been certain confusion raised by some of my customers that I consult. Let’s deep dive into the changes and understand the differences before and after (now), as well as how we can leverage these changes and what to look out for..

Hi everyone! I hope you are all excited about the recent roll out of the Advanced Editor for Formula fields as I recently announced here. That post includes a video where I had the chance to showcase various use cases, so I thought I'd create this post to share more details on how I built them, which will hopefully inspire you while you try out the Advanced Editor for Formula fields...

The Today input is finally here! 🎉 Below are some handy formulas which you can copy/paste into the Advanced Formula editor, available for Asana Business/Advanced tier and above...

Currently, it is not possible to visually show the progress of a task based on the completion of subtasks, neither numerically (a percentage) or visually (a battery bar). Hoping this will become a feature in Asana but until then here is a workaround that addresses both...

Ever needed a custom field in your Asana space but never had the time to set it up? Like a huge dropdown field of all 249 countries in the world, or 50 U.S. states or 72 languages? 🤔 Well, I’ve created all these fields (and many more) which you can import for free from my website, here: https://www.richardsather.com/customfields 🤩
I’ve bundled these fields into themed ‘collections’ which you can easily import as a project into your Asana space so you can add the custom fields to your Asana library! You will find plenty of instructions on how to easily do this with just a few clicks...

If you’ve been keeping ‘tabs’ on Asana latest features, you will probably agree this has been an incredible year! From time-tracking to multi-filter and multi-sort, to Bundles and Formulas and of course all those exciting new AI features. But there was one feature that, for me personally, was a huuuuge game-changer…

A client recently asked me how to track the progress of their project within a portfolio but instead of the percentage of tasks completed, they wanted the percentage based on the effort level of each task. So during a live engagement, the below steps is what I came up with on the spot...

Forms in Asana are super powerful, helping you to convert intake data into a standardised format that can easily become actionable tasks whilst also extracting useful data in dashboards. And best of all, you get the submitters to fill out all your custom fields in the tasks that the form creates for you 💪

Below are some tips to help you make your forms easier to digest, prettier to look at and therefore more enjoyable to fill out...

If you are under the impression that the Asana Enterprise tiers are just for large organizations that require more security - think again! Indeed, the legacy ‘Enterprise’ tier (now called ‘Enterprise+’) and the newly introduced ‘Enterprise’ tier unlock many security features within Asana’s Admin console, but over the past year, Asana has added numerous key features to the Enterprise tier, providing better control over standardization, consistency and scalability of your Asana system. So if you are unclear on what you will gain by upgrading to ‘Enterprise’ from ‘Advanced’ or legacy ‘Business’, here goes...

Following Asana’s announcement of the changes to their product tiers 12, I thought it may be useful to understand what each paid plan is gaining and losing, particularly for those who use the legacy Premium and Business plan tiers. Below are the main highlights that I could see having the most impact...

This is something I discovered a few months ago and have meaning to share! Some of you may already know about the mystical subtasks sections (aka subsections) that can be added to your list of subtasks to organize them into sections, as per below...