Your volunteer onboarding process, for example, is likely to be similar for each time you welcome a new person. To avoid creating tasks from scratch each time you add a new project, you can build custom templates to reflect your common workflows. You can create a rule such that if the task falls within project X (the fundraising project), then person Y (the fundraising manager) will be set as an assignee. Let's say you want all projects within a fundraising parent project to include your fundraising manager as an assignee.

The custom rule builder uses an intuitive if-then format. Based on the parent project of a task or a different custom field status, you can set tasks to be assigned to certain teammates. For example, new tasks can be included in a certain project and then moved to a certain teammate's to-do list once the status indicates that it is ready for them. You can use Asana's custom rule builder - or a preexisting template from the rules gallery - to automatically create or edit task properties based on certain events. In what follows, we'll share three tips for automating project management workflows: Asana also includes some great automation capabilities that can help you to save time that can be spent working towards your mission.

It's an essential part of keeping all of your work on track, but it can sometimes feel like the admin involved in managing your projects takes up more time and energy than the projects themselves.Īsana is a great project management tool that helps you to easily keep track of tasks, the team members responsible for them, and how the timelines within a project connect. Project management can be a complex and time-consuming task for many nonprofits.

Asana project management template