Using Asana to manage workflows
Customize workflows to fit your team and company’s needs.
See Workflow ExamplesWhat is workflow management?
A workflow is the process of how you get stuff done. It’s a system that makes work more efficient while keeping everyone on the same page. Workflow management is all about building and tracking these processes. Asana is like a home base for all your workflows: use it as a tool to create workflows and track your team’s work. Here are some examples of common workflows:
Editorial calendars
Track every step of the editorial process in Asana, from planning to publication.
Product roadmaps
Product roadmapping in Asana is simple and allows you to prioritize work, document a backlog, and more.
Pipelines
Set up workflows to track more structured projects like blog pipelines or recruiting pipelines.
Tips for establishing great workflow management
Perfecting your team’s workflows takes some trial and error.
1. Decide how and when to communicate
To make sure everyone’s on the same page, set communication guidelines in advance, make the higher-level mission known to everyone, and encourage openness and feedback.
2. Streamline the things you do regularly
Think about all the places where you can save time on recurring work. Is there a way to automate any of your tasks?
3. Have an internal knowledge base
Make it easy for collaborators to access information and projects by creating a central database of resources.
4. Define responsibilities and expectations at the start
Be sure to answer these questions for any workflow: What are the exact deliverables? Who’s responsible for each piece of work? When is each task due?
5. Keep your workflow simple and make adjustments
Avoid creating an overly complicated workflow. To start, keep it simple and check in regularly to make any necessary adjustments.
6. Include goal-setting in your team’s workflow
Goal-setting helps team members understand how their work supports company objectives.