🧳 Migration
Complete migrations from monday.com, Clickup and other platforms, professionally rebuilt in Asana - ready to go for a seamless transition, including training for all users.
Does this sound like you?
"We want to move to Asana but we need an all-in-one service to ensure a smooth migration"
"We don't have time to manually export & import our projects via CSV"
"We need all our automations, forms, attachments & comments migrated over"
Moving to a new platform doesn’t have to be difficult. Let us handle the “packing and unpacking” for you.
✅ Complete data transfer including attachments and comments
✅ A smooth transition with zero disruption
✅ A restructured workspace for clarity and scale
✅ Hands-on guidance to help your team hit the ground running
This package ensures a smooth migration from monday.com or ClickUp to Asana for your entire company. We guide you on the best way to rebuild your data in Asana while helping you take advantage of features your current platform may lack, such as Portfolios and Goals.
Our tools and processes ensure a secure migration, supported by training for all team members to make the transition seamless from day one.
What's included:
Online Call for Management & Core Team
🔍 Deep Audit
Either as a one-off session or a series of sessions (depending on the size of your current platform), you or your core team will give us a tour of your existing workspace.
We’ll deep dive into the structure and processes you already have in place, while you share what’s working well and what isn’t. From there, we’ll make recommendations on the best ways to rebuild your space in Asana.
60 or 90mins | 5 participants max.
Support Service
🏗️ Data Migration & Rebuild
Don't have time to manually import your projects into Asana and can't risk getting it wrong? Leave it to the expert!
Instead of learning how to rebuild your processes and workflows in Asana, leave the heavy lifting to me. By skipping the training and the tutorials, you can reduce the amount of time that your champions or core team members need to engage with us, as well as the time it will take them to actually rebuild your workflows, saving you time and budget.
This approach will also guarantee that the end result will be a fully functional system in Asana, ensuring a seamless migration from your existing platform.
Through a series of System Design Workshops, we'll build prototypes for your review and testing with a small group before deploying and rolling out to the entire company or other teams. This path is also combined with a series of System Training sessions for everyone who will be using your new system that I'll rebuild for you in Asana.
Data migration includes:
✅ Teams
✅ Projects & Tasks
✅ Subtasks & Checklists
✅ Assignees & Collaborators
✅ Dates & Dependencies
✅ Milestones
✅ Custom fields
✅ Portfolios & Workload
✅ Comments
✅ Attachments
Rebuild includes:
✅ Rules (automations)
✅ Forms
✅ Formulas
✅ Task templates
✅ Project templates
✅ Saved views
✅ Dashboards
✅ Goals
✅ Bundles
✅ Apps & Integrations
Online Workshop for Core Team & Champions
🚀 System Design Workshops
These series of workshops are for you to review the prototypes of your projects & workflows that we'll rebuild for you in Asana, making the best use of Asana's features. You will then review, trial & test with your team prior to full deployment.
For beginners or advanced
30, 60 or 90mins | 5 participants max.
Online Training for all members & Champions
🎓 System Training
These sessions are designed for everyone who will be using the projects and workflows we’ve migrated into Asana. The training focuses on using the system itself - skipping the ins and outs of every Asana feature - and instead concentrating on best practices for working effectively in your new setup.
For beginners or advanced
3h - 6h | 20 participants max.
We’ll also cover Asana’s fundamentals and hierarchy, hands-on setup of profiles and notification settings, best practices for using Inbox and My Tasks, how to create a well-structured task, and how to communicate, track, and collaborate in Asana.
Online Training for all members & Champions
🙋 Follow up / Q&A
These sessions occur during the first few weeks after the roll out of Asana and are open to all members. These sessions can be used to address any questions and to ensure everyone is feeling comfortable in their new ''home".
For beginners & advanced
30 or 60 mins | 50 participants max.
Extra add-ons:
Complement your Migration package with the following extra services & solutions:
Online Call for Management & Core Team
📶 Free consultation on the right Asana plan and number of seats
If you’re not sure which Asana plan is right for you, we offer a free 30-minute call to discuss your requirements, budget, and number of seats. We can then set you up with a free trial and, as your Asana account managers, offer up to a 10% discount on your first annual subscription.
30mins | 5 participants max.
Support Service
📊 Setup Dashboards in Projects, Portfolios & Reporting
Get the insight you need into your work in Asana. If you are struggling to surface your data and statistics with Dashboards, let me help by setting these up for you for multiple Projects or Portfolios or an overview of your entire Asana space with dashboards in Universal Reporting.
Support Service
⚡ Rules & Automations Setup
Finding Asana’s Rules feature overwhelming? Or maybe you know how to use them but don’t have the time to build everything and keep your system running smoothly? With this package, we take care of the heavy lifting for you.
Support Service
📝 Form Builder
Asana’s built-in Forms feature is one of our favourites, and we love building with it. If you don’t - or if you’re running into trouble - we can build your forms for you.
Whether your existing forms are PDFs, Word docs, or set up in other apps like Wufoo or Google Forms, we can recreate them directly in your Asana space.
Support Service
🔌 3rd-Party Integration Setup
Take your automations beyond Asana’s native Rules by connecting Asana to other apps in your tech stack, automatically syncing tasks and data between them.
We can set up third-party tools such as Flowsana, Zapier, or Make for you - or train you to use them - to create powerful rules and workflows.
Find the right service package for you
Explore the below packages based on your requirements and current needs to see which suits you best.
New to Asana?
For teams that are moving to Asana from another platform and need help with the transition.
Already using Asana?
Short on time & resources?
For teams & companies that don't have time or the capacity to be trained and instead want their Asana system built to order.
