Set up Asana's Workload feature in Business Tier

Jan 24, 2023 12:42:33 AM

For an easy way to get started with capacity planning using Asana's business tier, check out our short video below for an overview of how to 'dip your feet into the water' of this feature!

Top 4 Takeaways

Set up a central project for multi-homing team tasks for capacity planning
- Side note - add automations to add tasks to the team project based on criteria (e.g. My Tasks section = 'Stand up', or If assigned to John Smith, also add Task to 'Stand Up')
Create a portfolio with one project in it - the central project, and share with relevant team members
Use the 'Estimated Time' custom field on your project to estimate effort in hours, not just task count
Monitor and balance the workload from the Workload screen itself!

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