When to use (and not use) 'Projects' in Asana

I have a web design agency, and I'm coming from Trello. I used to have multiple boards for each project + an additional board called Project Tracker, where I would just list all the projects to see where we are: to-do, progress, pending, complete, etc... But this would feel a bit disjointed. So now that I'm transitioning back to Asana, I think I will take your advice on setting up clients projects as Tasks instead and that will allow me to connect these 2 pieces together. Basically have a main project Board style, with the traditional boards like In progress, pending, complete, etc.. and then each task will be a website that we build. The websites we build only take a few weeks, so I don't need all the extra bells and whistles that an actual project gives me. Quite excited about this.

Great video Ive been wondering where a good reference point for projects vs tasks with subtasks should be and you nailed it looking forward to the next video in the playlist!! :))

Really helpful❤

This is fantastic information. Clear and concise. I have started numerous Asana (how-to) videos and quickly find myself popping out after a few minutes, as it didn't address my needs. This is the first one I watched from beginning to end! I did like AND subscribe ;-) Would you please let me know the following...Am I able to use Asana to manage onboarding new clients, assign those clients to different team members and then see in a calendar view, (all) the numerous clients we're currently onboarding and have some indication as to which client(s) is assigned to each team member?

Absolutely perfect intro to Asana projects. Now I have incentive to use Asana for more projects than just "Podcast." Thanks!!

Great video. Would love to see a follow-up going deeper into the use of managing external emails through Asana. Example would be would be an email from a vendor that requires a quick internal review and which generates a reply. Asana has to be more useful than forwarding an email losing track of it.

Great tip, Paul. I have lots of small "projects" that could easily be sub-tasks within large projects. Thanks!

I'm just getting started with Asana and, naturally, watching a lot of videos on it. This one was right on time to help me understand how I can use projects and tasks. I appreciate you putting this out.

Excellent idea and help! Thank you 😊

Hey Paul great video! My company just recently got started with Asana and I can already tell we will run into an issue with overcrowding sooner rather than later. Two biggest issues is a lot of daily tasks are going unnoticed because they aren't necessarily associated with a project that we have set up. The other issue is I am not sure what reporting function to provide to the executive team between admin console level reporting, dashboards, and portfolios. I like the idea of consolidating smaller work into task/subtask and using a "department" style project to contain them all, but then I run into the issue of subtasks not attaching themselves to the project by default and getting unrecognized in portfolio workload views.

Really love your videos- super helpful

I’m just starting to use Asana for work and looking around for tutorial videos (since I’m not a fan of their official ones). This was great! One small comment though, not about the material, is that seeing a lot of hand motions on screen was a bit distracting. I’m a hand-talker too, so I understand the impulse, but it made it difficult for me to pay attention to what you were saying (unlike in-person interactions, where it’s not distracting).

Great videos Paul! My question as a complete newbie considering this app: Are the tasks linked? If you are in a project and there are subtasks and tasks, can you click on the task and assign it? Can you click on it and it will go back to your My Tasks board?

Hi Paul, love your work, thank you for your videos! I was testing multi level nested portfolio system in Asana but am running into issues with the final reporting piece. Any suggestions?

Thank you the videos. Go to setting up our Asana. I want to use this program to track jobsites with multiple permits. Should I set up a Project called Jobsites then set up a task for each individual permit? Then under the permit set up subtasks with the checklists of items pending to obtain each permit? What do you suggest?

Tab N game changer 😛

Can you clarify- should every task be assigned to a "project" (even if it's a non-project like your "Admin & Accounting")? What's the disadvantage of having "orphan" tasks that are not in a project at all? What's the best practice here?

great video. Do you actually use Asana for the Sales CRM, instead of something like Pipedrive, OR was this just an example that is possible?

How to track status of multiple projects within a team in one view ?

How to get that underline in subsection , example like planning ?