Working in Asana: how to collaborate transparently

Working in Asana: how to collaborate transparently

How to work with projects and tasks in Asana so that work stays visible, transferable, and easy to prioritize.

If it's not in Asana, it doesn't exist

Asana is not just a task management tool: it's the backbone of transparent collaboration. In a self-managed organization, visibility of who is working on what replaces top-down management. Put all work in Asana, including work you're moving forward alone. Future colleagues who take over your role can then find the full history and context in one place instead of in your head.

Creating a project or task

    Create a task with a clear name that starts with a verb in the present perfect , e.g. "Chosen new website platform" . The name doubles as the definition of done, and stays understandable for colleagues further from the work.
    Use subtasks if the project consists of only a few steps (see Asana helpcenter:  Add subtasks  ). Convert it into a full Asana project with the same name if it has many tasks or if several colleagues collaborate on it (see Asana helpcenter:  Create a project  ).
    Add a due date as an expectation, not a deadline. The date says when the assignee expects the work to be done. Moving it is fine, hiding it is not. Don't use due dates to set deadlines for colleagues unless an external deadline forces one; if you want something done faster, ask what is blocking the assignee.
    Write a short description with links to the relevant strategy, related projects, and affected metrics, so the what and why are clear without a meeting.
    Assign the task to the accountable role-holder.
    Add the Priority and Progress custom fields as described in  Asana: getting started (Step 5)  . Use Done! in Progress to share a final update before completing the task.
Tasks assigned to you land in your personal My Tasks overview. See the companion article  My Tasks in Asana: organize your personal task overview  for how to keep that overview clear with sections and sorting.

Pro tips

  • Leave a paper trail. When completing or updating a task, add a comment with what was done and where to find the result. Your future self and the next holder of your role will thank you.
  • Slack for speed, Asana for the record. Use Slack when you need fast back-and-forth, then add the conclusion to the Asana task. Discuss directly in Asana comments when the topic benefits from asynchronous thought.
  • Use Asana's Inbox instead of email notifications.  Disable Asana's notification emails  and go through the built-in Inbox instead. Press Tab+I to open it and E to archive each item (see Asana helpcenter:  Inbox  ).
  • A task assigned to you is not automatically a commitment. Asana creates transparency; you decide what to do when. Respond with an estimate of if and when you can pick the task up. If it's clear you won't do it, reassign the task back to its creator so the creator can find another route.
  • Use @mentions to tag colleagues in comments or to reference other tasks and projects. The discussion stays attached to the work.
  • Use recurring tasks sparingly. Recurring tasks clutter your overviews. Often it's better to move the due date of one task forward each time and comment on completion, keeping all history in one place.