Upgrading from Asana Premium to Asana Business

What are the benefits of upgrading from Asana Premium to Asana Business?

If you’ve begun a trial or recently upgraded to Asana Business, there are a few things you should try out right away. First, you’ve now got access to many new features not available in Asana Premium; goals to help manage OKRs, portfolios to gain an overview of your team’s work, workload to manage your team’s capacity, and proofing and approvals to streamline the review process.

As well as that, Asana Business unlocks additional functionalities within some features that Asana Premium users will already be familiar with, for your entire organization or your specific team. Rules benefit from the addition of the custom rule builder for more intricate workflows and automations, while custom fields receive the ability to lock a field’s settings even when used across the organization. Integrations with Tableau and Power BI bring your team or organization's Asana data to life, and forms with branching logic aid the intake and triage of requests in powerful new ways.

New features available in Business

One of the most compelling reasons to upgrade to Asana Business is the availability of features that can’t be used with an Asana Premium subscription.

Goals

Chief among these features is Asana Goals. Goals represent a single source of truth for your company’s key results and objectives, and are connected directly to the work done in Asana.

You can give clarity to your stakeholders by updating goal progress, and with status updates. Goals aren’t just for the entire organization either, those with a team subscription on the Business tier can avail of goals too.

Check out our dedicated Asana Goals Help Center article to learn more about this feature and how your company can track how your work contributes to your company’s goals.

Portfolios

Portfolios offer an efficient way to organize, monitor, and report on multiple projects in one place. They provide a holistic view of selected work, chosen by you, and allow you to gauge the health and progress of multiple projects in real time.

Marketing teams can use portfolios to monitor their work across campaigns, easily comparing progress and keeping stakeholders informed with status updates, all in one view.

For more information on portfolios, such as adding work or managing privacy settings, see our Help Center article here.

Workload

If portfolios provide a snapshot of the progress your team is making across multiple projects, workload provides a snapshot of your team’s capacity to execute that work. Workload is a feature that lives inside portfolios, and is the best way to ensure your projects are properly staffed.

At a glance, this Business feature provides you with a visual representation of your team’s workload, surfacing conflicts so you can see who has too much work, or not enough. Simply drag and drop tasks to reassign them and ensure your team has a balanced workload. All of this happens in one place, so you don’t need to search multiple projects to see who is doing what by when - it’s all laid out in the workload tab.

See more on how this feature can help you get the best out of a Business subscription in the workload Help Center article.

Proofing and Approvals

The proofing feature allows users to collaborate on creative assets and provide specific, actionable feedback by creating subtasks from annotations left on images.

Approvals provide creative teams with bespoke approval workflows, meaning relevant stakeholders are always informed. Decision makers can approve or request changes before any content is published.

Both features work to streamline the communication around these assets, so every stakeholder is on the same page, and creative teams understand exactly what needs to be done before moving on to the next stage.

See detailed information in our approvals Help Center article, and more information on proofing here.

With Business, you can do more with the features you already know from Asana Premium

Custom rules

A specific set of pre-made rules are available with an Asana Premium subscription, but Asana Business offers the ability to create custom rules within My Tasks and within projects.

Take the manual work out of complex workflows by relying on a custom rule to recognise triggers like Approval status changed, and perform a sophisticated action like Add comment - you can even combine this with variables in rules to name specific people, tasks, or dates for additional clarity.

Custom rules offer a huge combination of triggers and actions to suit just about any workflow, not to mention inverse actions for rules and variables in rules. Simply put, teams can take the complexity out of complex workflows by automating them with custom rules.

Lock custom fields

With Asana Business, it’s now possible to lock custom fields so only you can edit the field’s settings. This provides an additional layer of uniformity across projects, and an added layer of safety over your carefully crafted custom field that may be used across multiple projects by many other users in your organization.

Integrations with Tableau and Power BI

With Asana Business, teams can visualize and analyze their Asana data through dashboards and reports. Leaders can make well-informed decisions by analyzing the data on how their team’s work is progressing, identifying bottlenecks and showing where there is a need for increased efficiency.

See how your team can gain increased productivity and performance insights with Asana’s Tableau and Power BI integrations.

Forms with branching logic

Forms provide an easy and efficient way to gather information and requests from internal and external stakeholders. Both colleagues and clients can engage with your form to ensure their request gets to the right place, and you ensure you gather all the information you need to take action.

Forms with branching logic enable you to personalize the form experience based on the previous answer given by the customer, colleague, or client. The branching logic ensures that you gather exactly the information you need from the submitter based on their previous response, and helps to avoid irrelevant material. If the form submission should be directed to the IT team, map this answer to an “IT Team” custom field, and leverage rules to assign it directly. Forms eliminate a huge amount of manual work, and combine well with rules to automate the triage process entirely.

See why upgrading to Asana Business helps you streamline your intake process by using forms with branching logic.