Product marketing launch

How to create a product marketing launch project in Asana

There are a few ways to create your product marketing launch project. To get started quickly:

  1. Start with the product marketing launch template and customize it for your team’s needs.
  2. Import an existing spreadsheet where you currently track product marketing launch work.

How to access all Asana templates

GIF demonstrating how to access templates in Asana from the +button in the top bar

If you’re working on multiple launches at once, create a project for each one.

If you’re a free user, prefer to build your own launch project from scratch, or want general best practices for Asana projects get started with these project creation instructions.

Tips for managing and doing launch project work

Now that you’ve set up your product marketing launch project, try these tips to help you manage it as work gets underway.

1. Map out your project plan (and adjust as things come up) with Timeline

Most product marketing launches have lots of critical deadlines and cross-functional dependencies leading up to launch day. Timeline helps you map these out in your plan before you start to ensure all the pieces fit together.

GIF of project plan creation with Asana Timeline feature

How to create your product marketing launch plan with Timeline:

  1. Create tasks for all your launch activities in List View.
  2. Click the Timeline tab at the top of your project to shift into Timeline View.
  3. Schedule tasks by drag and dropping them onto the timeline. If you spot timing conflicts, drag and drop tasks to reschedule them.
  4. Extend the task date ranges so the assignee can better budget their time to work on it leading up to the deadline.
  5. If tasks need to be completed in a certain order, create dependencies between them by hovering over a task, then dragging the dot to a related task.

Once work is underway, Timeline can also help you quickly address conflicts before they derail your plan. For example, if your launch messaging takes longer than expected to draft, you can shift dependent tasks in Timeline. Task assignees get notified automatically that their deadlines have been adjusted. Now work can still start at the right time—without causing confusion, extra meetings, or a mad scramble when it’s too late.

2. Save time on every launch and never miss important steps with launch templates

Though each launch can be slightly different, there’s typically a core set of tasks that need to happen every time. Instead of losing time recreating your plan for each launch, or keeping the template in a doc that’s disconnected from work files and instructions, you can build and save your launch template in Asana.

GIF saving an Asana project as a template to copy in the future

  1. Build out your core launch process in a project.
  2. Click the in the project header and choose Save Project as a Template
  3. If you want to restrict who can modify the template, make it a comment-only project
  4. For every launch, copy your template by clicking the + New button, Project, then heading to the tab for your organization’s saved templates.

3. Make communication clearer and simpler with central status updates

With so much cross-functional collaboration going into a launch, it can be tempting to include everyone on every meeting or email thread. But that can actually lead to more miscommunications and wasted time.

SCREENSHOT status update post in Asana Progress View with @mentioned tasks and stakeholders

Instead, commit to having a teammate provide a regular status update in Progress View. These updates will go to every project member, and show up in a portfolio. You can @mention teammates, tasks, and other projects to ping them and provide context.

Tips for reporting on product marketing launch work and progress

1. Manage priorities and organize launch work with custom fields

If you’re used to spreadsheets, you might sort and filter columns to make it easier to see key details. Custom fields are a much more powerful replacement, because they track this information in context with the work (instead of a place that only the project manager can see.)

For example, if you add a “priority” custom field to your launch project, you can prioritize each task so every teammate is clear on where they should focus their attention. Then you can sort your project by priority to see highest priority tasks at the top to make sure they’re on track.

You can also see your tasks on Timeline by custom field to help you better visualize plans and spot blockers based on color.

2. See at-risk work and follow up with teammates in advanced search reports

Another benefit of using custom fields to track priorities and task status is that this information feeds into advanced search reports. Advanced search reports pull information from all your work in Asana to help you answer questions like “what priorities are at risk?”, “what work is waiting on feedback?” in real time—without you having to manually search or compile it. While you can create search reports for just about anything, at-risk work reports and approvals reports can help you spot launch blockers before they happen. From the report, you can also follow up with task assignees and stakeholders directly by commenting on the task.

SCREENSHOT of advanced search report results in Asana

To learn how to create other types of advanced search reports, start here.

3. Managing multiple launches at once? Monitor them in a portfolio

Managing multiple launches at once shouldn’t mean more busy work. Instead, monitor the status of all your launches in real time by organizing them in a portfolio. They’re an easy way to access common projects and sort them by project owner, deadline, status, priority, and more. Portfolios also make it faster to prepare updates about all launches because you can share them with teammates directly, instead of manually pulling together the same details in a new doc.

Resources for planning and managing product marketing launches

More of a visual learner? Want to see how our customers manage product marketing launches? Check out these resources:

Resources Link
Product marketing launch template Use template
On-demand course Register for Asana Academy
Case studies & webinars See how Bobbi Brown, InVision, and AdRoll plan and manage successful product marketing launches with Asana
Product launch tips blog Read blog
Connect with Community Attend an upcoming training or start a thread on our community forum

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