Using Project Management Tools to Work Better Together

Katrina Horne, Apr 23, 2021 2:00:00 PM

Post-it notes, whiteboards, and spreadsheets can only take you so far. Don’t get us wrong, they each have their time and place! But as our company’s grown, so has our need for a more sophisticated project management system. We chose Asana from the dizzying number of project management software options for their flexible interface and wide array of features.  Asana has helped our team keep track of upcoming due dates, projects that are in progress and most importantly, helped us work together more effectively than ever before. Today we’re sharing our enthusiasm for Asana with you: what makes it different, why we like it, and how we’ve made it work for our team.

Asana project management

What is Asana?

Asana is an online tool that helps teams collaborate and manage projects by bringing their work into one central place. With web and mobile applications, Asana enables users to access their work from almost anywhere. The tool is highly customizable and offers suggested templates to get your projects up and running with ease. Unlike other tools, Asana is extremely easy to use and can support an infinite number of workflows.

Adapting Asana for Growth

When rolling out Asana for the Growth organization, each team member completed a short Asana tutorial before attending a live team training that included a walkthrough of our Asana workspace. During the month-long adoption process, we maintained weekly check-ins with the team to exchange feedback, suggestions to improve our collective use of the platform. Asana, just like any other business tool, works best when it’s understood and used regularly by all team members. 

How Our Asana Workspace has Evolved

Our Asana workspace looks different today than it did when it was first adopted. In part due to evolutions within our own processes, and also thanks to Asana launching new features. In January 2021, Asana launched the  'Overview' feature: A tab on every project that provides space for the project brief, sections for key resources, member roles, milestones, and goal setting. The standard fields are a great start, but we’ve found that our custom fields are even better, as they give a clear, at-a-glance view of where each deliverable stands. The Slack integration makes it easy to turn discussions into actionable tasks and stay on top of new assignments.

Our Favorite Features

Ashley, Account Manager 

The ‘My Task’ list is my virtual home base throughout the day - it shows all of my tasks from any projects and I can easily see what’s on my plate. 

Will, Business Development
I count on the rich text hyperlinks for context and quick access!

Katrina, Project Manager
Setting dependencies between tasks within projects has been a game-changer. When the first task is completed, the assignee of the next task is automatically notified so they can get to work!

Ross, Designer + Developer
The feedback tool has made the revision process much smoother. Asana lets users digitally mark up any attachment with notes that are automatically turned into subtasks, which makes tracking changes so much easier.

With Asana, no task is too small and no project is too big. To learn more about the other tools we use the communicate and collaborate better together, check out the links below:

Communicating and collaborating better with Slack
Apps that maximize our productivity


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