Status updates and progress
- Skip Ahead to
- How to post status updates in Asana
- Monitor multiple projects with Portfolios
- Portfolio report examples
Unclear project status updates can lead to delays, unnecessary meetings, scrutiny from leadership, and ultimately not hitting your goals. Instead, you can rely on Asana to automate updates, and share them with your team—freeing you up to tackle the work and strategy to make your project a success.
Why use Asana for status updates?
- Because work is planned and managed in Asana, you don’t need to monitor progress separately in a different tool. Asana gives you lots of different views to understand progress depending on how you need to see it.
- Posting regular updates to Asana means you can use meetings to tackle blockers and address strategy instead of going around the room simply listing what’s already in your project plan.
- Instead of cobbling something together, you can quickly pull the information you need from Asana to share with leadership and other stakeholders for updates.
How to post project status updates
Instead of digging through files, calling a meeting, or sending an email for updates, you can use Progress View to post or understand key updates about a specific project’s status.
Here’s how to get started with Progress View:
- Set the project deadline (if there is one) so it shows up in your progress chart and makes your big deadline clear to everyone.
- Set project milestones to mark major project goals or critical pieces of work that need to be completed in order to progress and/or finish the project.
- Update the project status regularly. Select a color (green, yellow, red) to indicate if a project is “on track,” “at risk,” or “off track,”.
- Use the status builder and highlights to quickly drag and drop details into your update based on the data already in Asana. No more cobbling!
- Use @mentioning to quickly give kudos to teammates and reference work in Asana. For example, you could @mention specific tasks in your status update to quickly see what’s been done and what’s up next.
- Project members will get an Inbox notification when someone posts a new status update, and your Portfolio will be updated in real time so everyone stays in the loop.
Now you can tell a compelling, visual story using the information you already have in Asana to give your stakeholders the clear updates they need.
Monitor multiple projects towards an initiative with Portfolios
Project managers, team leads, coordinators, and executives follow a lot of moving projects, and are usually responsible for reporting updates to others in the organization. Portfolios help you monitor, report, and see the real-time status of projects for a specific initiative (like tracking all the major projects towards your goals/OKRs.) Portfolios pull information from each project’s Progress tab and have custom fields options so you can see the most important information at a glance, all in one view.
Other tips for using Portfolios:
- To filter your portfolio view, click the filtering button in the top right corner or add your own custom fields to sort by.
- See your portfolio projects on a Timeline View to better visualize key work in a certain timeframe. For example, product launches for the year could be organized in this view.
- Share the Portfolio link or add members to your portfolio so others can see progress.
Questions Portfolios can help you answer
Portfolios provide real-time progress across any set of projects
- Which projects are at risk or on track?
- Which projects are close to completion?
- What portion of projects are on track?
- How is work balanced across teammates and/or projects?
- What are the top priorities for my team?
- When are projects kicking off and completing?