Connect your work
- Skip Ahead to
- Reference teammates and work with @mentioning
- Add tasks to multiple projects
- Create dependencies
- Sort projects and track information uniformly with custom fields
- Turn webforms into tasks
- Connect your work across tools and email with integrations
- Monitor multiple projects in a portfolio
One of the major “a-ha!” moments in Asana is when customers realize they can connect their work across Asana and see it in different places—without duplicating anything or losing context. This saves time so teammates don’t have to search for what they need, or re-create work that is being tracked elsewhere.
How to use @mentioning
Use @mentioning to link to projects, conversations, teammates, or tasks from any description or comment field in Asana. Type @ and then start typing the name of the person or information in Asana you want to connect.
When to use @mentioning
Linking to background information—@mention another task, project, or conversation so their previous work history and context are immediately accessible. Your teammates won’t have to search for this information either.
Calling out related tasks—If one task is related to another, you can @mention the other task in a comment or task description so teammates are aware of other relevant work that is happening.
Address a comment to a specific teammate—@mention your teammate in a task or conversation to add them as a follower. They’ll get a notification and can direct their attention to your comment.
Add tasks to multiple projects
How to add tasks to multiple projects
The task above is in two projects, including “Website Launch” & “Weekly Team Meeting”
A key step to making Asana fit your workflow is adding a single task to multiple projects. Type Tab + P and use the + button that appears to add the task to as many projects as needed. If a task is updated, the changes are reflected in both projects (since it’s the same task, but listed in two projects). You can see the same information in different contexts and projects, without duplicating work.
When to add tasks to multiple projects
You want to discuss a task in a meeting—Add the task to your meeting project and keep it in the original project. Then you won’t forget to discuss it and can see it in context with work occurring around it.
The task is relevant to more than one project—Add tasks that require a handoff or work from two teams to both teams’ projects. Then everyone can track progress, without duplicating information or conversations about the task.
Your task relates to a high-level goal or milestone—Track goals in a project with your team or company. When you have a project that tracks the steps you will then take to achieve that goal, you can keep the goal task in your goal project, as well as the project tracking your initiative.
How to create task dependencies
First navigate to the dependent task, then click task actions menu (three dots icon) from the right paneright pane The right pane holds the details of a task or Conversation. Read more and select Mark as Dependent On…. You can search for and select the task that will need to be completed before you start on the current task.
You can also easily set dependencies directly on your Timeline by clicking the connector icon that appears when hovering over a task and then dragging to another task.
Once selected, the task will now be marked as dependent on another. You’ll see a yellow banner at the top of your task to let you know that it’s not ready to start yet. Once your task is ready to start, you’ll receive a notification in My InboxMy Inbox My Inbox displays activity on tasks, projects, or conversations a user follows. Read more that you’re ready to get started.
If the due date gets changed on the first task, you’ll receive a notification so you can update the due date for your dependent task accordingly. You can easily drag and drop tasks within Timeline to easily resolve any dependency overlaps and keep your project on track.
If the due date gets changed on the first task, you’ll receive a notification so you can update the due date for your dependent task accordingly.
When to use dependencies
Some projects aren’t as simple as working through a task list in order. When you have more complex projects, or multiple teams working on a project, dependencies help you keep track of all of the moving pieces and ensure work starts at the right time, with any changes communicated easily along the way.
Plan your project with Timeline to easily see and map out dependencies before your team gets to work for an even smoother workflow.
Here are a few ways you could use dependencies:
- Product launches: “Launch to all users” is waiting on “Incorporate feedback from beta testers”
- Editorial calendar: “Finalize blog for staging” is waiting on “Incorporate copyedits”
- Event planning: “Secure venue” is waiting on “Approve budget”
- Bug tracking: “Prioritize fix” is waiting on “Reproduce bug”
- Design reviews: “Begin designs” is waiting on “Select color palette”
- New hire onboarding: “Elect benefits” is waiting on “Obtain login information from IT”
Use custom fields
Adding custom fields to a project means you can track even more information in each task. Create drop-down, number, or text fields to capture information and track progress, status, and more. You can even use the same fields across different projects, see them in Calendar View, or sort your projects by them.
How to add custom fields
Add custom fields to any project by clicking the blue Add Custom Fields link at the top of any project. From here you can create and manage your custom fields according to what information you need to track. Once added, the fields will appear in the List View of that project, as well as in the task description of any task in that project. Anyone with access to that project can edit the field values.
When to use custom fields
The ways to use custom fields are almost limitless (see our Help article for examples), but here are some general considerations to help you decide when to add them to a project.
Use custom fields if you:
- Want to add certain data to all the tasks in a project
- Have standard information you need to track on tasks across projects (e.g., priority level, time costing, work stage)
- Want to make sure your teammates fill out certain information for each task in a project
- Need to search for or report on specific data fields (like priority, hours, stage, etc.)
Turn webforms into tasks
You can create a custom webform with Wufoo or Google Forms to capture all the information you need for a new work request, bug report, sending a referral, etc. Once filled out, the form’s fields will automatically map to a task in Asana—you can even map fields on the webform to your custom fields in the project. That way, people filling out the form know what details are needed to get the task in motion, and no time is wasted going back and forth to clarify what information is needed.
Connect your work across tools and email with integrations
That’s why Asana integrates with top tools and apps to keep everything connected, reduce duplicate work, and make collaboration more seamless. Integrations are especially powerful with email and messaging tools to keep conversations actionable. With the Gmail Add-on, Outlook app, or Slack integrations, you can turn conversations into a task without having to switch tools.
See all Asana integrations on the apps page.
Monitor all of your projects towards an initiative together with Portfolios
Regardless of role, work entails follows a lot of moving projects. Many employees have responsibilities that entail reporting updates to others in the organization. Portfolios help you monitor, report, and see the real-time status of all your projects for a specific initiative (like tracking all the major projects that ladder up to your company goals/OKRs.)
Portfolios pull information from each project’s Progress tab and include custom fields options to quickly show you the most important information at a glance, all in one view. You can use Google Sheets reporting to further visualize and analyze progress and what’s at risk.
How to use Portfolios
You can access Portfolios from the sidebar and create one for any group of projects you’d like to track together.
- Click into the sidebar and choose Portfolios.
- Click New Portfolio, name your Portfolio, then create it. We recommend creating portfolios for each major initiative, company goals/OKRs, or highest priority projects by team, etc.
- 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.
- Now you will see a list of projects with columns that show each project’s status, progress, dates, priority, and Project Owner.
- From here, you can add more custom fields to track in your portfolio, or filter and sort by any field.
Tips for when to create a portfolio
- If you’re responsible for managing multiple projects at once (for example, leading marketing campaigns or product launches.)
- If you report on progress for major initiatives to leadership or executives (like OKR tracking, or department-level status updates.)
- If you manage client projects or accounts (so you can see all projects for that client together and get a quick pulse on progress)
- If you’re a manager that has multiple 1-1’s (to keep all of them in one place and make them easy to find.)
- If you’re a heavy user of our favoriting feature, Portfolios can help you better organize projects that matter most to you.