Tech Stack Guide - Asana Tuts, Tips, and Tricks

About Asana

Asana is an innovative project management tool that breaks down barriers between cross-functional teams or individuals from various departments collaborating on a particular project or objective. It achieves this through seamless cross-team portfolio management, seamlessly connecting individual tasks to overarching goals within a single comprehensive record.

So, for example, if marketing, sales, IT, and product teams are all working on one project—like an e-commerce site—Asana can serve as a source of truth for all teams as they work on it.

The platform also allows users to add tasks to multiple projects, with updates synced in real-time across all related projects and portfolios. It also features a “critical path” for crucial tasks so teams can prioritize time-sensitive deliverables and shift priorities as needed.

Asana has templates for project reporting, planning, kickoff meetings, action items, Kanban boards, and Gantt charts for easy visualization. You can also set rules for tasks to automate repetitive processes or stay on top of online activity. For example, you can set rules to get email notifications when a team member updates a task status or leaves a comment on any of your action items.

Asana’s Basic plan offers basic functionalities like tasks, projects, messages, and more, for free. The Premium plan starts at $10.99 monthly per user and offers more advanced features like task templates and advanced search. The Business plan, which starts at $24.99/user/month, unlocks more automation, reporting tools, and other features suited for larger teams and companies.

Asana has templates for project reporting, planning, kickoff meetings, action items, Kanban boards, and Gantt charts for easy visualization. You can also set rules for tasks to automate repetitive processes or stay on top of online activity. For example, you can set rules to get email notifications when a team member updates a task status or leaves a comment on any of your action items. Teams can also integrate with over 300 third-party integrations that are ready out-of-the-box, including HubSpot, Slack, Gmail, Microsoft Teams, and more, accessing key information from their favorite tools in one place.

HubSpot Integration

The Asana for HubSpot integration allows teams to keep track of important context from deals and marketing campaigns and streamline updates across apps by adding deal or email campaign widgets into Asana tasks. Instead of having to check separate tools for the information needed to complete work, teams using this integration can view HubSpot campaign statuses and metrics while working on tasks in Asana. Teams can also automatically create and update Asana tasks from HubSpot using Asana’s rules automation capabilities.

Attach details from HubSpot deals directly into an Asana task

Quickly add your chosen deal or email campaign from HubSpot by clicking the HubSpot field from your task view. Attach deal or email campaigns relevant to the tasks you're tracking in Asana, so you can view accurate HubSpot deal info, campaign statuses, and metrics in one central place.

Track campaign performance and collaborate with teams in one place

If a deal has progressed to a new stage in HubSpot, teams using Asana to coordinate next steps can see important information such as deal amount and deal owner in Asana.

Learn more on the HubSpot marketplace Asana page.

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Once you’re signed up with an account, access this Asana template enablement kit we've created just for you.