Add company-wide workflows
One way of getting other teams comfortable with Asana is to implement workflows that are applicable company-wide. Here are some general workflows we recommend starting with.
Meeting agendas—Plan and run your meetings in Asana. Create a project for any meeting (especially recurrent ones), and share them with meeting attendees. Add tasks leading up to the meeting and prioritize topics beforehand. Pull up the project during the meeting and use it to assign follow-up tasks.
Goal tracking—Track and share your team’s goals in a project. Set goals by month, quarter, or year, and then share the project with other teams so everyone in your company knows what you are working on and why. Keep your team up to speed on progress by updating the project status.
Roadmaps—To keep track of your team’s milestones and plans, create a roadmap project and include tasks that are currently being worked on, upcoming tasks, and a backlog of tasks that need to be prioritized and scheduled later.
Launches—Create a cross-functional project for product, engineering, marketing, sales, and support teams to plan, schedule, and track upcoming launches and releases. This project will keep everyone on the same page, even when there are many moving pieces.
New hire onboarding—Create a project for the key paperwork, administrative tasks, and reading that all new hires need to complete as tasks. When a new hire starts, just duplicate the project and assign the tasks to the new hire. Use @mentioning@mention Type "@" followed by the name of a teammate, project, task, conversation, or tag to create a link to them in a description or comment field. Read more to link to other useful projects like reference materials, staff announcements, and company goals. You can even make a team-specific new hire onboarding project.
Using project templates—Standardize common workflows across your company by creating custom templates. Or check out Asana-created templates based on common projects and Asana best practices. Project templates are an easy and fast way to start tracking your work in Asana.