When tasks go through a specific process or move through multiple stages, you can create a pipeline project and share it with your team. You can create a pipeline for any workflow or process, like editorial calendars, referral tracking pipelines, and account tracking.
Here are features to help you get pipeline workflows into Asana:
Use custom fields in your pipeline project to add more data to each task, in a way that works best for your team. Field names and values are customizable, and you can create drop-down, number, or text fields to capture specific information about work. For a pipeline project, custom fields let you track stage, task priority, status, task type, and more. You can use the same fields across different projects and run Advanced Searches to make comparisons between tasks and save Advanced Search Reports to your sidebarsidebar Use the sidebar to navigate to the dashboard, starred items, projects, and teams. The sidebar can be collapsed. Read more .
If you want to sort your project by pipeline stage, simply sort the project by the status custom field.
Add custom fields to your pipeline project by clicking the blue Add Custom Fields link at the top of your project. From here you can create and manage your custom fields for stage, or whatever other data you need to track.
Sectionssection Sections let teams organize your task lists. Divide projects or My Tasks list based on category, workflow stage, or priority. Read more can help you organize your tasks. You can use sections to separate your project into well-defined groups, e.g., category, project stage, or timeframe. If you need to track information on the task level however, we recommend using custom fields.
Create a section by clicking the Add Section button at the top of the list viewlist view Displays your tasks in a list. List view is the default view for My Tasks, projects, and search views. Read more , or by typing a colon to the end of any task name.
When you need to move a task between sections, just drag and drop a single task (or use multi-select to move several tasks at once).
Sorting and views
To see how many pipeline tasks are assigned to a certain teammate, try the Tasks by Assignee Recommended View. To see your pipeline on a calendar, make sure every task has a due date, and select Calendar View. You can also sort by custom field to see your work sorted by stage or phase.
Navigate to Progress ViewProgress View Progress View helps you track task completion in a project over time and get status updates from Project Owners. Read more in a project to give a status update. You can indicate how work has progressed through the pipeline, and if things are going according to schedule. If you have several pipeline projects, you can add them to a Portfolio to have a quick view across all of them to see what’s going well, and what might projects need more attention.
To update the team on the status of a specific task in the pipeline, use comments. This is especially useful if a task has been in the same stage and section for a while—comment to let people know if you are waiting on a deliverable, or something is taking longer than expected.
Moving work forward
Commenting is also helpful when you move a task to the next stage (either by updating the stage field or by moving the task to another section.) Let the the team know the details of a deal, the estimated delivery date, or expected start date. You can also reference other related tasks by @mentioning, or indicate which tasks might be blocking the current task by using dependencies.
Here are some example pipelines you can use in Asana. Your team can create and customize these to work for you.
For even more inspiration, see all of our examples.