Pipelines

How to create a pipeline project in Asana

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

  1. Start with our pipeline template and customize it for your team’s needs.
  2. Import an existing spreadsheet where you currently track pipeline 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 a free user, prefer to build your own pipeline from scratch, or want general best practices for Asana projects get started here.

You can create a pipeline for any workflow or process, like editorial calendars, referral tracking pipelines, and account tracking.

Tips for tracking pipeline work

1. See and sort pipeline tasks in different ways

You’ve likely created your pipeline as a board but Asana gives you different ways to slice and dice your views depending on what you’re trying to see.

SCREENSHOT of Asana pipeline project in Boards view with columns for account opportunity progress

Add custom fields to your pipeline project to track key details on each task, and use these as filtering and sorting criteria (like spreadsheet column sorting). For a pipeline project, you might want to use custom fields to track stage, priority, status, task type, and more.

You can use the same fields across different projects and run advanced search reports to track work at risk, ensure priorities are on track, or make comparisons across projects.

2. Keep pipeline work moving forward

Without Asana, it can be hard to see where each task stands and know how work is moving forward. But these tips keep the momentum going:

3. Make communication clearer and simpler with central status updates

Pipeline projects usually entail lots of movement and updates. Instead of holding more status update meetings or sending lots of separate communications, use Progress View to keep everyone on the same page.

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

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.

4. Manage multiple pipeline projects in portfolios

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 projects might need more attention. Portfolios can be shared out with stakeholders and help provide quick status updates without having to cobble together updates about each individual project since they’re already in one view.

Resources for pipelines

Want to see how customers like you manage pipelines? Connect with our Community and attend an upcoming training or start a thread on our community forum.

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