Overview

All work we do is organized into Projects. Any one of our 🙌Services can lead to a Project which we create in Asana .

We have standard structures for our Asana projects but each Project Manager has the flexibility to deviate when they see fit. There are two types of project: One-Time and Ongoing. One-Time projects have a specific deliverable and start and end date. Ongoing projects are perpetual.

📏 Rules

✅ Do…

Start projects using the templates in the “Production General” templates in Asana to quickly configure projects in our style.
Use the Overview tab in Asana to summarize the project and link to the 🗺️Project Plan or relevant 📝Scope of Work (SOW) .
As Project Manager, conduct the PM Cleanup & Reporting Ritual weekly or monthly depending on the Client’s 🍎Core Coverage tier.
Delete old projects in our 🧰Software whenever the project is completed.
Add projects to “Portfolios” in Asana to keep them organized.
Ensure that each project uses the correct 🔢Project Code in all contexts where it exists.

🚫 Don’t…

Run production projects without putting the tasks on the 🏄Big Board

Issue Intake Forms

Asana supports Forms. These are custom-built web forms that automatically create a ticket in the Asana project. Our Core Coverage Template includes a basic form by default, and feel free to augment it further.

These automatically feed into the Asana project.

Guides

Project Setup Guide Project Completion Guide