Such a great video, thanks! It would be nice to hear your opinion how to manage the team workload in this following case with Asana: I am responsible for the team of 7-8 engineers. So one of my tasks is to take care of workloads and timetables of these persons. These engineers are spending most of their time in customer projects but they have responsibilities also related to product development, project after sales, production technical support and sales technical support. So, what would be the best way to use Asana in this case? E.g. should I create one Asana project for customer projects, second Asana project for product development and third for sales technical support? And then how a single person can view his task list and priorities clearly if he/she has tasks in several different Asana projects? Can I use Asana timeline feature so that I can see several Asana projects at same time? I mean if a person has tasks from several departments: customer projects, sales technical support and product development then as a team leader I need very often to allocate a resource of a single person to the tasks from several different departments and GANTT / timeline view would be nice for that purpose. And another question: how well pipedrive and Asana can be synchronized? Is it possible to create an automatic process so that if a new task is created in pipedrive it would be created also to Asana and when the task is moved to "ready" status in Asana then it would change ready also in pipedrive? From the pricing point of view our company would prefer to use Asana premium but if necessary maybe Asana business could be considered BR Teemu
Great questions. What you have proposed is the best way to get workload of your team. You would need Asana Business to use the workload and portfolio features. Portfolio would allow you to group all the different projects and see them on a timeline. And yes, Pipedrive and Asana do integrate. You could creat a one-directional sync to keep Asana updated each time something happens in Pipedrive. You could also use Zapier to creat a bi-sync. Lots of great options. I hope that helped!
It's very informative..Thanks .Can we any charts that's taken as inputs % of Utilisation from Workload Management since,it's bit difficulty to go and check with each Resource based on each day.
Is it worth purchasing everhour to integrate with asana or is asana time tracking the same or better. I currently only have a starter account for a small nonprofit but am looking for a free time tracker to integrate well with Asana for my 4 person team.
Hey, thanks for watching! It will depend on what you and your team need. If you are looking for a more robust time-tracking solution, Everhour seems to be the best choice (If I am not mistaken, there is a free plan to test its capabilities). Asana's built-in time tracking may be enough for very basic needs, but it likely won't provide the depth of functionality that Everhour offers. Hope this helps!
Is there a way to assign a bulk of the time for a task to a particular day? For example, a 10 hour task over 5 days isn’t actually going to be worked on 2 hours a day. It might be 6 hours one day and 4 the next, just within that window.
@@MarquisMurray so would the best bet be to have a parent task with the larger time frame, and then assign sub tasks within that time for the days you want work done?
@DapperMKVI that’s a great idea! Yeah, then you can sprint those items by multi homing them to another project (Scrum maybe). You’d have to do it those way because subtask estimated time can’t be tracked in workload yet.
Estimated hours is the measure of effort we used before estimated time was rolled out. Estimated time is linked to the actual time you see when you use Asana’s time tracking feature. You can then roll up that time to your portfolio. Story points are also an option. You can use whatever measure of effort you want, unless you are using Asana for time tracking. Hope that helps.
Hmm. You should see it in either the custom fields library or when you go to “Customize” in your desired project, it should be an option to enable it at the top of the custom field list. Should say “+ time your work”
Sadly you can’t. You’d have to add their individual working capacity for the week. As long as you’re viewing the workload in the “weekly” view, you can then see daily capacity. But no, you can’t set it by each day. Hopefully in the future we’ll be able to!
Asana isn’t for everyone. That’s one of the reasons I make these videos, so that people can see if this is a fit for their team or if they should keep searching for another option. Good luck in your search!
Thanks for the helpful video!
Glad it was helpful!
Such a great video, thanks! It would be nice to hear your opinion how to manage the team workload in this following case with Asana:
I am responsible for the team of 7-8 engineers. So one of my tasks is to take care of workloads and timetables of these persons. These engineers are spending most of their time in customer projects but they have responsibilities also related to product development, project after sales, production technical support and sales technical support.
So, what would be the best way to use Asana in this case?
E.g. should I create one Asana project for customer projects, second Asana project for product development and third for sales technical support? And then how a single person can view his task list and priorities clearly if he/she has tasks in several different Asana projects?
Can I use Asana timeline feature so that I can see several Asana projects at same time? I mean if a person has tasks from several departments: customer projects, sales technical support and product development then as a team leader I need very often to allocate a resource of a single person to the tasks from several different departments and GANTT / timeline view would be nice for that purpose.
And another question: how well pipedrive and Asana can be synchronized? Is it possible to create an automatic process so that if a new task is created in pipedrive it would be created also to Asana and when the task is moved to "ready" status in Asana then it would change ready also in pipedrive?
From the pricing point of view our company would prefer to use Asana premium but if necessary maybe Asana business could be considered
BR
Teemu
Great questions. What you have proposed is the best way to get workload of your team. You would need Asana Business to use the workload and portfolio features. Portfolio would allow you to group all the different projects and see them on a timeline.
And yes, Pipedrive and Asana do integrate. You could creat a one-directional sync to keep Asana updated each time something happens in Pipedrive. You could also use Zapier to creat a bi-sync. Lots of great options. I hope that helped!
It's very informative..Thanks .Can we any charts that's taken as inputs % of Utilisation from Workload Management since,it's bit difficulty to go and check with each Resource based on each day.
Not yet, sadly. I think when Asana fórmulas catch up, we may be able to get that kind of information.
Is it worth purchasing everhour to integrate with asana or is asana time tracking the same or better. I currently only have a starter account for a small nonprofit but am looking for a free time tracker to integrate well with Asana for my 4 person team.
Hey, thanks for watching!
It will depend on what you and your team need. If you are looking for a more robust time-tracking solution, Everhour seems to be the best choice (If I am not mistaken, there is a free plan to test its capabilities).
Asana's built-in time tracking may be enough for very basic needs, but it likely won't provide the depth of functionality that Everhour offers.
Hope this helps!
Is there a way to assign a bulk of the time for a task to a particular day?
For example, a 10 hour task over 5 days isn’t actually going to be worked on 2 hours a day. It might be 6 hours one day and 4 the next, just within that window.
That’s a great question and feature suggestion, but sadly, there is no way to do this currently.
@@MarquisMurray so would the best bet be to have a parent task with the larger time frame, and then assign sub tasks within that time for the days you want work done?
@DapperMKVI that’s a great idea! Yeah, then you can sprint those items by multi homing them to another project (Scrum maybe). You’d have to do it those way because subtask estimated time can’t be tracked in workload yet.
what's the difference btn estimated hours and estimated time? What if we wanted to use story points?
Estimated hours is the measure of effort we used before estimated time was rolled out. Estimated time is linked to the actual time you see when you use Asana’s time tracking feature. You can then roll up that time to your portfolio. Story points are also an option. You can use whatever measure of effort you want, unless you are using Asana for time tracking. Hope that helps.
I don't see the "estimated time" custom field in my asana workspace. Is this something that has to be enabled in the settings?
Hmm. You should see it in either the custom fields library or when you go to “Customize” in your desired project, it should be an option to enable it at the top of the custom field list. Should say “+ time your work”
Could you look at estimated time vs actual time by associate
You would have to create two different charts, but yes, you could see that information.
Can you set capacity by day? We have several employees who work 9 hours M-Th, and 4 hour on Friday.
Sadly you can’t. You’d have to add their individual working capacity for the week. As long as you’re viewing the workload in the “weekly” view, you can then see daily capacity. But no, you can’t set it by each day. Hopefully in the future we’ll be able to!
This also would be good for planning team absence or holiday
Can time be assigned to individual sub tasks too?
Great question! As of a few weeks ago, the answer is yes! Subtasks now roll up to the parent task and are visible on timelines.
Thanks for this great video. Are these time/budget features available without Portfolio level?
Yes they are. You’d have to have a “catch all” project where the relevant metrics are multihomed to in order for this to work.
horrendous tools nothing practical useless
Asana isn’t for everyone. That’s one of the reasons I make these videos, so that people can see if this is a fit for their team or if they should keep searching for another option. Good luck in your search!