Top tips & tricks

The Today input is finally here! 🎉 Below are some handy formulas which you can copy/paste into the Advanced Formula editor, available for Asana Business/Advanced tier and above...

Forms in Asana are super powerful, helping you to convert intake data into a standardised format that can easily become actionable tasks whilst also extracting useful data in dashboards. And best of all, you get the submitters to fill out all your custom fields in the tasks that the form creates for you 💪

Below are some tips to help you make your forms easier to digest, prettier to look at and therefore more enjoyable to fill out...

If you are under the impression that the Asana Enterprise tiers are just for large organizations that require more security - think again! Indeed, the legacy ‘Enterprise’ tier (now called ‘Enterprise+’) and the newly introduced ‘Enterprise’ tier unlock many security features within Asana’s Admin console, but over the past year, Asana has added numerous key features to the Enterprise tier, providing better control over standardization, consistency and scalability of your Asana system. So if you are unclear on what you will gain by upgrading to ‘Enterprise’ from ‘Advanced’ or legacy ‘Business’, here goes...

If you’ve been keeping ‘tabs’ on Asana latest features, you will probably agree this has been an incredible year! From time-tracking to multi-filter and multi-sort, to Bundles and Formulas and of course all those exciting new AI features. But there was one feature that, for me personally, was a huuuuge game-changer…

Following Asana’s announcement of the changes to their product tiers 12, I thought it may be useful to understand what each paid plan is gaining and losing, particularly for those who use the legacy Premium and Business plan tiers. Below are the main highlights that I could see having the most impact...

The recent update to Portfolios is great and I can see where Asana is going with this. But it seems not everyone is loving the change - particularly due to the fact that the status update headings are no longer visible. But let’s be real; at most, we used to be able to see about 5-8 words, essentially a short line from the status’ heading which was usually truncated, as per the below historical evidence, in the old ‘Status’ column...

Need to quickly create a long list of options for your single-select or multi-select fields? Or just looking for some inspiration for some more dropdown field options? Asana Intelligence is coming soon to Custom fields, available for Premium, Business and Enterprise tier, at no additional cost. Harnessing the power of AI's LLMs (Large Language Models), this new feature will...

This is something I discovered a few months ago and have meaning to share! Some of you may already know about the mystical subtasks sections (aka subsections) that can be added to your list of subtasks to organize them into sections, as per below...

Ever needed a custom field in your Asana space but never had the time to set it up? Like a huge dropdown field of all 249 countries in the world, or 50 U.S. states or 72 languages? 🤔 Well, I’ve created all these fields (and many more) which you can import for free from my website, here: https://www.richardsather.com/customfields 🤩
I’ve bundled these fields into themed ‘collections’ which you can easily import as a project into your Asana space so you can add the custom fields to your Asana library! You will find plenty of instructions on how to easily do this with just a few clicks...

For all Business & Enterprise users (who have the latest Advanced Editor for Formulas which is currently rolling out), there is a workaround for you! 🤩 For all your projects that you are using Asana’s native Estimated or Actual hours fields, do the following for either field...

Hi everyone! I hope you are all excited about the recent roll out of the Advanced Editor for Formula fields as I recently announced here. That post includes a video where I had the chance to showcase various use cases, so I thought I'd create this post to share more details on how I built them, which will hopefully inspire you while you try out the Advanced Editor for Formula fields...

This might seem obvious to most but I've see this done numerous times by my clients during training sessions when we discuss using the Search bar. Many users type something in the search bar and immediately hit the Enter key to get to see the results, as if they were using a search engine like Google, because that is what we intuitively do, right? But there is a clear difference when you use the search bar in Asana...

“Our Sales team doesn’t communicate enough with the Finance team!”
"Our Operations team spends too much time coordinating work between departments and figuring out resources!”
"Our Marketing team experience late feedback/inputs from other departments they rely on, delaying our campaigns!”
“Our company-wide projects need better clarity on which department is responsible for what and when!”
As an Asana Solutions Partner, Consultant & Trainer, the above statements are some of the most common pain points I hear from my clients during a discovery call. The underlying recurring issue is...

As you may have already heard, the sidebar is getting a makeover to make it easier to navigate Asana. Some of you may have already signed up for the early access and tested it like myself, until this redesign rolls out to everyone soon! There are numerous questions being raised in the forum and some anxiety about getting prepared for this redesign. Below is everything you need to know and what changes to expect so that you and your teams can get prepared and make the most of navigating Asana even easier...

Don't get me wrong, I ❤️ Asana but like everything, it has its limits, which is sometimes perfectly fine, especially if you know what/where those limits are 😃. Most of the below limitations are extreme use cases required to handle large amounts of data, so likely these won't be an issue to the majority of users...