Asana October Update 2024

 Hey Asana enthusiasts! Asana’s October 2024 update empowers teams to achieve more, with a sharp focus on efficiency and control. Harness the power of portfolio rules to curate and […]

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Hey Asana enthusiasts! Asana’s October 2024 update empowers teams to achieve more, with a sharp focus on efficiency and control. Harness the power of portfolio rules to curate and share key projects with stakeholders, and leverage portfolio groups to gain deeper insights for strategic decision-making. Resource management reaches a new level with enhanced capacity planning filters and the inclusion of teams in workload assessments. Visualize progress with greater clarity using date histograms in stacked bar charts and easily compare data with grouped bar charts. Boost collaboration with smart chat in Slack, seamlessly connecting your conversations with actionable tasks. Drive efficiency through automated workflows between Salesforce and Asana and ensure alignment with improved Outlook Calendar sync. This release equips you with the tools to navigate complexity, optimize resources, and confidently conquer your goals.

Portfolio Rule

Take command of your portfolios with Asana’s new Portfolio Rules. No more manual updates or tedious adjustments – automate actions based on the specific triggers you define. Whether it’s updating project statuses, assigning owners, or moving projects across portfolios, these rules streamline your workflow and free you to focus on higher-level objectives. Maintain consistency, enforce standards, and ensure all projects align with your strategic goals, effortlessly.

This is the Asana rule in portfolio in Asana October 2024 update.

Portfolio Rules deliver the control you need to manage complex initiatives with ease. Set clear conditions and automate responses to changes in project status, due dates, or custom fields. This level of automation empowers your team to move faster, reduce errors, and maintain a clear view of progress across all your critical projects.

Portfolio Groups

Unleash the power of Portfolio Groups to conquer complexity and gain a crystal-clear view of your initiatives. Effortlessly sort and filter projects by group – whether it’s by team, owner, due date, or custom fields – to unlock actionable insights and drive strategic decision-making. This feature gives you the control to organize and manage projects at scale, ensuring alignment across your organization and empowering your teams to achieve their goals with precision and focus.

Filter and sort your portfolio to organize with the Asana October update.

Capacity Plan Filters

Take command of your resource planning with Asana’s enhanced Capacity Plan Filters. Drill deep into your team’s workload by filtering capacity plans with laser focus, isolating projects by custom fields, status, and start/due dates. This allows you to gain a precise understanding of resource allocation and identify potential bottlenecks before they impact your projects. With this level of granularity, you can proactively manage your team’s capacity, ensuring projects stay on track and deadlines are met with confidence and precision.

This is the Asana capacity plan filter for this Asana October update.

Teams in capacity plans and workload

Reach a new level of resource mastery by incorporating entire teams into your capacity planning and workload assessments.  Gain a comprehensive understanding of team bandwidth and allocation across all projects, ensuring optimal resource distribution and preventing overload. This holistic view enables you to make informed decisions, balance workloads effectively, and guide your teams towards peak performance with clarity and confidence.

This is how you add your team in your capacity plan in Asana.

Date histograms in stacked bar charts       

Unlock a new dimension of data visualization with Asana’s Date Histograms in Stacked Bar Charts. Group data by date fields to reveal powerful insights into project trends and progress over time. Track deadlines, identify potential delays, and make confident, data-driven decisions with dynamic visualizations that keep your team ahead of the curve.

The date histogram bar chart in Asana is now updated this October.

Group bar charts

Gain a clear advantage in data analysis with Asana’s new Grouped Bar Charts.  Visualize and compare key metrics across different categories within a single, easy-to-interpret chart. For example, compare project progress across different departments, or see how individual team members are contributing to overall goals. Group data by project, assignee, or any custom field to reveal powerful insights and identify trends. This enhanced visualization enables you to make informed decisions, track progress with precision, and drive your team toward data-driven success.

This is the group bar charts to see the difference in data in Asana.

Project templates management dashboard

Maintain complete control over your project templates with Asana’s new management dashboard.  Gain a centralized view of all projects derived from a specific template, enabling you to track usage, analyze performance, and ensure consistency across your initiatives. This powerful oversight allows you to refine your templates, optimize workflows, and drive your team toward greater efficiency and success.

Asana project templates dashboards to see al created templates.

Smart chat in Slack

Unlock the power of instant knowledge with Asana’s Smart Chat in Slack. Seamlessly integrate your Asana projects with your Slack conversations and ask Asana AI for insights and recommendations without ever leaving your workflow.  Need a project update?  Want to identify roadblocks?  Simply ask, and Asana AI delivers the information you need directly in Slack. Smart Chat empowers your team to make informed decisions, accelerate progress, and stay focused on what matters most.  Eliminate the friction of switching between tools and unlock a new level of efficiency and collaboration.  With Smart Chat, knowledge is at your fingertips, empowering you to conquer challenges and achieve your goals with unwavering focus.

This is Smart chat in Slack happened during integrating with Asana.
Photo by Asana Help Center

Salesforce to Asana automation

Unleash the power of seamless integration with Asana’s enhanced Salesforce automation. Customize rules in Asana to trigger actions based on Salesforce activity. Automatically generate Asana tasks when opportunities reach key stages in Salesforce or update project timelines the moment a deal closes.  This eliminates manual updates and ensures your sales and project teams are always in sync.

This bridge between platforms allows for greater efficiency and transparency. Salesforce data flows directly into Asana, fueling your project workflows and enabling data-driven decisions. With this enhanced automation, you gain a decisive edge, driving revenue and project success with unprecedented clarity.

Improved Microsoft Outlook Calendar Sync

Achieve seamless scheduling and unparalleled clarity with Asana’s improved Microsoft Outlook Calendar sync.  Automatically synchronize tasks, milestones, and events between Asana and Outlook, ensuring your entire team stays informed and aligned.  Eliminate the risk of missed deadlines or scheduling conflicts and equip your team to manage their time with precision and confidence.  This enhanced integration reinforces your commitment to efficiency and collaboration, driving your team toward peak performance.

Custom onboarding for enterprise

Empower every team with a personalized onboarding experience tailored to their specific needs.  Asana’s Custom Onboarding for Enterprise Divisions allows you to create unique onboarding flows for different departments or teams within your organization.  Deliver targeted training, resources, and support to ensure each new user quickly gains proficiency and contributes effectively to their team’s success.

This level of customization fosters a sense of belonging and accelerates user adoption across your organization.  By providing relevant guidance and resources from day one, you equip every individual to reach their full potential and contribute to collective success with confidence and clarity.

This is costom onboarding located in your Asana admin console.

Mobile My Tasks groups

Seize control of your tasks on the go with Asana’s enhanced Mobile My Tasks grouping.  Effortlessly organize your to-dos by project and due date, gaining a clear and prioritized view of your workload from the convenience of your mobile device.  This enhanced mobile experience allows you to stay productive and focused, no matter where your work takes you.  Conquer your tasks confidently and clearly, whether at your desk or on the move.

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