We recently tested something in Asana that turned out great: we added a “task type" dropdown.
In Asana, a task could be a regular Task, a Milestone or an Approval. It can’t be an “invoice”, a “meeting” or a “contact”.
But we needed to identify tasks to be able to:
- quickly prioritise some types
- scan through a project quickly
- automate specific behaviours using rules
We started to preprend tasks with emojis, and it works great. Our invoices start with 
, our meetings with 
and a contact with 
. But for automation, we were missing one element: a drop-down “Type”.
So we created the drop-down and did the following:
- each member added it in their My Tasks view
- we applied the correct type on all existing tasks (50 at a time, or through a script)
- added an automation in projects to choose the type when a new task was created
- and used it to automate what we needed, for example meetings going into a “Meetings” section of My Tasks
What do you think about this idea?!
11 posts - 8 participants