⏩ Transition
Package of services for teams that are moving to Asana from another platform.
Does this sound like you?
“We need help transitioning and migrating our work and teams into Asana”
“We need to ensure a smooth transition and reduce interruptions to our workflows”
“We can't afford this transition to fail - we need to get everyone onboard”
Moving your work to a new platform can be a huge undertaking and feel overwhelming.
We make the transition smoother by guiding you every step of the way and ensuring your team is onboarded correctly.
Looking to migrate from another platform?
What's included:
Online Call for Management & Core Team
📞 Free Asana Demo
This 30-minute session is entirely free and with no strings attached. We’ll walk you through the features of the Asana tier you’re interested in, discuss your requirements, and review what you’d like Asana to replace from your current platform. Together, we’ll identify which tier provides the most value for your team.
If you’re interested in an Asana annual plan, we can sign you up for a free trial and, as your Asana Partners, potentially offer you a discount on your first annual subscription. The discount depends on the tier you choose and the number of licences required for your team.
30mins | 3 participants max.
Online Training for Champions
🎓 Champions Training
Every successful onboarding will require a select group of members that we will refer to as 'Champions'. This training session is designed to inspire them and make sure they have all-round knowledge of Asana's features and best practices so they can support other members and drive the adoption of Asana throughout your company.
For beginners or advanced
3h (2x 90mins) | 10 participants max.
Online Training for Management, Core Team & Champions
🔮 Asana Features Overview
These sessions are designed to introduce you and your champions to Asana's essential features in order to inspire them and start thinking of what they can achieve with Asana. These sessions will set the foundations whilst introducing the building blocks which they will have at their disposal for creating projects and processes in Asana.
For beginners or advanced
3h (2x 90mins) | 10 participants max.
Online Workshop for Management & Core Team
📥 Getting your work into Asana
This specially themed session showcases the best methods to move your existing work quickly into Asana so you can get up and running fast.
We’ll show you how to use Asana’s CSV importer to bring in work from spreadsheets or other platforms, build intake forms for all types of requests, set up Task Templates to reduce repetitive work, and convert emails into tasks.
For beginners or advanced
90mins | 15 participants max.
Online Workshop for Core Team & Champions
🚀 Workflow Design Workshops
Usually part of a series of workshops, these sessions can be 30, 60, or 90 minutes each. We’ll guide you in building your own projects, processes, and workflows in Asana, while also showing you how to make the best use of its features.
For beginners or advanced
30, 60 or 90mins | 5 participants max.
Online Training for all members & Champions
🎓 Basic Training
This fun and engaging training session is split into two 90-minute parts and includes hands-on exercises. It’s ideal for teams just starting out with Asana who need to get up to speed quickly. The training focuses on Asana’s fundamentals and hierarchy, best practices, and how to communicate and track work effectively in Asana.
For beginners
3h (2x 1h30) | 20 participants max.
Online Training for Management & Champions
💼 Management Training
Specifically designed for Team Leaders, Executives and Management level, this one-off session will empower you with all the features you need for tracking and reporting on your team or company's work, and providing you with visual dynamic dashboards so you can get the overall picture in one place.
The session will cover Asana's features such as the project Overview and Dashboard tabs, setting up Portfolios and their Dashboards, posting or requesting Status Updates on projects, making use of the Workload feature for reviewing capacity, Universal Reporting and using the Goals feature to set up your company's OKRs and KPIs.
For beginners or advanced
90mins | 10 participants max.
Online Training for all members & Champions
🙋 Follow up / Q&A
This session typically occurs a few weeks after the roll out of Asana and is open to champions or all members to bring any questions, as well as, focusing on best practices for your workflows.
For beginners & advanced
90mins | 20 participants max.
"Richard really helped us expedite the launch of Asana. Within just one month, we had fully developed and customized the product and we were able to roll out training to 150 users. His in-depth knowledge of Asana helped us implement features we wouldn’t have been aware of, like bundles, which we’ve rolled out as templates across the organization. As a result of Richard's support we have since expanded Asana usage to 700 users.
For me, there’s never a challenge too big for Richard. Something I thought was really complicated would be built within an hour. It’s been great working with him, and I’d definitely recommend using an Asana partner to make the process easier and more successful."
Services provided in collaboration with iDO
Extra add-ons:
Complement your Transition package with the following extra services & solutions:
Support Service
🔽 Importing a CSV into Asana
Got a spreadsheet or set of data in another platform and you need to get it into Asana? You tried doing it yourself using Asana's CSV importer but you are running into problems?
The options, of the dropdown fields that you imported, are not sorted alphabetically or as per your spreadsheet and are being created with random colours but you just want them all grey?
Some columns of your spreadsheet are not importing in the same number format, percentage or currency?
You already have a dropdown custom field in your library that you want to match to a column of the spreadsheet you are importing, but for some reason, you get errors and it won't work?
We can import your existing projects or spreadsheets from other platforms into Asana as new projects - fully set up and ready to go.
Importing a spreadsheet into Asana is a one-off action and a big moment - let us do it for you. With our expertise, we’ll advise on the best field type for each column and ensure your data is mapped correctly to the custom fields already in your library.
Support Service
📝 Form Builder
Asana’s built-in Forms feature is one of our favourites, and we love building with it. If it’s not yours - or if you’re running into trouble - we can build your forms for you.
Whether your existing forms are in PDFs, Word docs, or apps like Wufoo or Google Forms, we can recreate them directly in your Asana space.
Online Training for all members & Champions
🎓 Advanced Training
This three-part training series, 90 minutes each, is designed for existing Asana users who want to take their skills to the next level and harness the power of Asana’s advanced features, particularly those available on the Business and Enterprise tiers.
Advanced training focuses on a deeper understanding of permission levels and privacy settings for Teams and Projects, managing notifications effectively, and working with Custom Fields for advanced sorting, filtering, saved view tabs, and Dashboards.
The training also covers setting up and managing cross-functional projects, creating scalable systems using Rules and multihoming, reviewing documents and images with Asana’s Proofing tool, and converting tasks into Approvals, Milestones, Subtasks, Task Templates, or Projects. We also explore how to use advanced Rules to automatically create tasks and subtasks.
You will also learn how to save time by launching projects faster using Project Templates with dynamic dates and project roles, setting up dependencies with the Gantt view, and building Rules and Task Templates directly into them.
You can also tailor these sessions by choosing your own topics to explore, such as using Status Updates and Portfolios, managing your team’s capacity with the Workload feature, syncing tasks to calendars, importing CSVs to create projects or custom fields, building intake forms, creating company knowledge bases (LMS or KMS), keeping your Asana space organised by archiving old projects, working with external clients or vendors, and sharing projects, deliverables, Timelines, or Gantt charts.
Anything you can think of, we can help you and your team step up your game.
For beginners or advanced
4.5h (3x 1h30) | 20 participants max.
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 review 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.
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.
