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ASANA WORKFLOW IMPLMENTATION

Dynamic request forms and customized, automated workflows for operational excellence

OUR SERVICES

Dynamic request forms

Trigger additional questions based on initial responses to gather just the right amount of information for each request type and client.

Custom set up

Create custom fields to enter and track information specific to your business.

Reporting

Track productivity of work groups or individuals within Asana, or export data to custom graphs.

Workflow automation

Assign tasks, create subtasks, and move them from one stage to the next automatically with "if-then" rules.

Multiple views

Review tasks and projects in list, board, timeline, or calendar format.

Portfolios

Group similar projects into portfolios and track them together in one place.

HOW IT WORKS

Create an Asana account - We can help you choose the right plan for your needs.  We generally recommend "Advanced".

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Give us the keys  - After your free consultation with us, give us administrative rights and we set everything up for you.

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Training and handoff - We train your team how to use and maintain the Asana workflow we set up and then we hand it back to you.  We are happy to stay on board as short or as long as you'd like.

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