Planning company goals, objectives, and OKRs

Most companies spend time and resources to plan new goals, strategies, and objectives to guide their work for the road ahead. Yet for many companies, those big plans become unclear, outdated, or hard to track.

Using Asana for strategic planning and goal tracking helps keep your objectives top of mind and provides an easy way to communicate on your progress, so you know what’s progressing and how–whether you’re the CEO, a manager, or new intern.

Below you’ll learn how to create a single company objective and OKRs tracking project, as well as how to create project portfolios to track multiple projects towards any given objective or goal.

Resources for creating a company goals and objectives project Link
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An online course Register for Asana Academy

How to create a company objective project

  1. Create a list or board project and name it “Company goals & objectives.” We recommend keeping this project public so everyone in your company can stay motivated and clear on goals.

  2. Use sections or board columns to categorize the objectives by team or time period, for example. Once you make your choice about how to section them out, you can use custom fields to further categorize them in more ways like priority, team, status, etc.

  3. Next create tasks for your top goals and OKRs, then put them in the right section/column for easier organization.

  4. Assign the task to the primary person responsible for achieving it (these are usually department heads, managers, etc.)

  5. Set a date range for the objective, so it’s clear when it should be achieved by.

  6. Finally, fill out any relevant custom fields to make it easy to sort and scan the project, and add any additional information into the task description so it’s clear what the objective is about.

  7. Use the Progress tab to communicate major updates on a regular basis so everyone has a quick pulse of how the entire company is tracking towards its goals. You can @mention teammates, tasks, and projects to make it easy to follow up where work is happening. This helps keep everyone motivated and aware of goals.

A quarterly company goals project in list view with custom fields for progress and goal type

How track progress towards objectives with a portfolio

Project managers, team leads, coordinators, and executives follow a lot of projects, and are usually responsible for reporting updates to others in the organization. Portfolios help you monitor, report, and see the real-time status of projects for a specific initiative, all in one place.

Portfolios pull information from each project’s Progress tab and have custom fields options to quickly show you the most important information at a glance. You can use Google Sheets reporting to further visualize and analyze your progress and what’s at risk.

Portfolio view in Asana, listing all major projects towards a goal which can be sorted by priority, project owner, deadline, and more

  1. Access Portfolios from the sidebar and create one for any group of projects you’d like to track together.
  2. Click New Portfolio, name your Portfolio, then create it. We recommend portfolios for each major initiative, company goals/OKRs, or highest priority projects by team, etc.
  3. Once created, click the Add Project button and type the name of any and all projects you want to keep track of in the portfolio.
  4. Now you will see a list of projects with columns that show each project’s status, progress, dates, priority, and Project Owner.
  5. From here, you can add more custom fields to track in your Portfolio, or filter and sort by any field.

Tips for managing objectives and OKRs with Portfolios

  • View and organize projects how you’d like. You can sort projects in your portfolio in many ways: by status, due date, custom field, Project Owner, alphabetically, and more. To filter your portfolios view, click the filtering button in the top right corner of your Portfolio.
  • You can also drag and drop projects in your portfolio into a custom order of your own. Hover over a project name then drag it by the six dots that appear on the left.
  • Quickly access any project in your portfolio by clicking it, then Go to Project.
  • Share with others. You can share the link to your portfolio with others so they can see the high-level information they need.
  • Portfolios are customizable for each person and will not show private projects unless the person you’re sharing with is also a member of that project.

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Asana Lessons

Learn the Asana basics in less than 15 minutes with these quick lessons

Tasks

Tasks Lessons

Track all of your work

3 Minutes

My Tasks

My Tasks Lessons

Always know what to do next

3 Minutes

Projects

Projects Lessons

Work with teammates

3 Minutes

Inbox

Inbox Lessons

Communicate even faster

3 Minutes

You can use tasks to track, collaborate on, and organize all your work.

Tasks can be to-dos, ideas, notes, or reminders.

Assign a task to yourself or a teammate.

Press Tab+M to quickly assign a task to yourself.

Add a due date so your deadline is clear.

Add instructions and expectations in the task description field.

Type @ to link to other tasks, people, conversations, or projects.

When you @mention someone, they’ll be added to your task as a follower.

Followers get notified when new comments or attachments are added.

Add anyone who needs to stay up to date on your task as a follower.

They can always unfollow to stop getting notifications on your task.

Add comments to ask questions or give followers updates.

Heart a comment to let followers know you’ve seen it.

Add relevant files or irrelevant GIFs as attachments.

You can also attach directly from Dropbox, Google Drive, or Box.

Create subtasks to break your task into smaller steps.

When you’ve added a subtask, press enter to add another.

Subtasks can contain all the same details as regular tasks.

Click the comment bubble to add comments or attachments to a subtask.

You can create tasks from any screen using your top bar.

Every Task has a unique URL to easily copy and share.

Congrats! Looks like you’re up to the task.

On to the next lesson!

Always know what to do next with My Tasks.

My Tasks is a list of every task assigned to you.

It makes managing your work simple.

Click on your My Tasks list and start typing to add tasks.

Like a text document, add a new line for each new task or paste in any list.

Forward to x@mail.asana.com to turn your emails into tasks

Asana will translate your email into a task, including your attachments.

New tasks will appear at the top of your list in New Tasks.

Tasks you add to My Tasks are private to you.

Click Make Public to share them with your team.

Prioritize tasks as Today, Upcoming, or Later.

Click on the blue dot next to the task, to quickly sort it.

Mark the tasks you’ll have time for Today.

Teammates can view your My Tasks list to see what you’re up to.

They’ll only see tasks you’ve made public or shared in a project (more on projects later).

Mark tasks due within a week as Upcoming so you can see what will be due soon.

On its due date, your task will move from Upcoming to Today.

Just like magic.

Mark tasks due in more than a week for Later.

They’ll be out of your way until their due date approaches.

Your tasks will move from Later to Upcoming a week before they’re due.

Keep My Tasks prioritized to always know what to work on and what’s coming next.

Now you know how to track and plan your work!

Next, learn how to work with your team in Asana.

Work together on groups of tasks with projects.

Projects help you track and organize the steps in a process or initiative.

Like an event plan, product launch, or editorial calendar.

Like My Tasks, simply click and type to add tasks to your project.

If you have your steps in a document or email already, paste in that list.

Add tasks to your project from email.

View your project’s unique email address from the project dropdown menu.

Add your tasks to other related projects.

Tasks can be included in multiple projects.

Add sections to organize tasks in a list project.

Type : at the end of any task title to make it a section.

Or, add columns to organize tasks in a boards project.

Drag and drop tasks between or within columns to reorder.

Assign your tasks and set due dates.

Never miss a deadline with your project calendar.

Drag and drop tasks on your calendar to change their due dates.

Add everyone who needs to stay updated on your project as members.

Project members will get notified of new conversations, statuses, and tasks.

Post conversations to make announcements or start discussions.

Your post will be sent to all project members.

Use Progress to see how your project is moving forward.

Set a project status to update your team on how it’s going.

The Project Owner will be reminded to set a status once a week.

Open and organize projects from your sidebar.

Favorite projects to pin them to the top of your sidebar.

Click the star button on the left of your project name to favorite it.

Create new projects from any screen using your top bar.

Now you can move projects forward with your team.

Just one more lesson before you dive in.

Communicate and coordinate faster with Inbox.

Check Inbox to quickly read and respond to your latest updates.

Inbox will notify you when you have a task due…

and when teammates update tasks, conversations, and projects you follow.

Open and respond to updates without leaving Inbox.

Click an update and you’ll have all the context you need to respond.

Archive updates you’re ready to dismiss.

Click the X that appears on the right of an update to archive it.

Open Archive to move dismissed updates back to your Inbox.

Click the arrow that appears on the right of an archived update to move it back to Inbox.

Unfollow tasks or projects to stop receiving updates about them.

In the end, you have control over the updates you receive (or choose not to receive)

When you’re ready, you can turn Asana’s Email notifications off.

Most communication with your team can be more easily managed from Inbox. Just remember to check it often.

Congratulations! Now you’re ready to have a great work day with Asana.