Asana Release notes
Last updated 8.12.24.

⚠️ This feature doesn't exist right now in Asana - In this guide, we have documented here how we do it and highlight how we use it.

In the meantime, we wait for:
⚡ Portfolio template [https://scribehow.com/shared/_Set_up_Portfolio_Template_guide__oBNZ8fBkSzCoft89Xi51AA](https://scribehow.com/shared/_Set_up_Portfolio_Template_guide__oBNZ8fBkSzCoft89Xi51AA)
⚡ Automation rules in portfolios,
⚡ Asana Docs.
And so much more, to #workbetterwithasana.

Navigate in Asana and "+Create" a project, that you'll named "📝docs". Is important that you have a well structured Asana Hierarchy, so in our case we have a "virtual office" as a team in Asana (I think the name says it all right!?).

New project
Project name
Select a team
Privacy
Public to team
Default view
List
Board
Timeline
Calendar
Continue
📝docs
To do
In progress
Complete
Overview
List
Board
Timeline
Calendar
Workflow

If you have a free plan this will only be possible with tags - what I'll show you is possible with a paid plan in Asana.

Create the following custom fields in your library:

[multi-select] docs privacy (1)
◽shared with the team
◽private to team members (*)
◽shared with the clients

[single-select] type of content (3)
🔽 sop/checklist
🔽 guideline
🔽 brainstorming
🔽 canned email

Observations:
(1)there may be cases when we have a document shared with both the team and the client (with the use of the client portal. Listen here to how we do it [https://podcasts.apple.com/us/podcast/deliver-wow-client-experiences/id1698626779?i=1000621850473](https://podcasts.apple.com/us/podcast/deliver-wow-client-experiences/id1698626779?i=1000621850473)
(2)we have private documents that are only visible to the people we share them with.
(3)this is just an example, you should create your own "type of content" you'll need in docs.

Task nameCreated byCreated onLast modified onProjectsdocs privacyCollaboratorstype of contentproduction status
1
8
7
Barbara Ramirez
Today
Today
Marketing
Podcast Planning
shared with the team
NF
BR
brainstorming
Add task…
Add section

Add the following meta-data fields to your project:
• Created by
• Created on
• Last modified on
• Projects
• Collaborators

You don't want your documents to be "completed" since this is mean to be a collaborative space, so you should create the following rule (run only on tasks - do not select run on tasks/subtasks):
🟡 trigger: task is marked as complete
🟢 action: mark task incomplete

Task is marked as
Complete
Mark task incomplete

Bonus tip: We have a section named "📝docs" in some projects so that is easier to create these documents and make sure they are in the docs library - The reason we do this is because we want to simplify the fact of using Asana and Google Docs for so many things.

📺In this video, I explain the purpose of our docs project, which is to organize and track our own documents. [https://www.loom.com/share/6196ee0239144d6b86e4deeff3135d8e?sid=58dddfd0-c69c-4d97-9c1e-c39d3422888b](https://www.loom.com/share/6196ee0239144d6b86e4deeff3135d8e?sid=58dddfd0-c69c-4d97-9c1e-c39d3422888b)

We don't use Google Docs for this because we want to maintain order in all the content we create, and it was becoming time-consuming (and the automation was running out of zaps) to make sure our documents are added to the "library" of content.

We like having them in Asana, because is easier to track the actions that follow the document.

Vote in the Forum page for Asana to consider our Request!!!

Now, navigate to [https://forum.asana.com/t/asana-docs/488855](https://forum.asana.com/t/asana-docs/488855) and click "Vote", because we all want this.

Work Better with Asana is a branch of My Virtual Partnr LLC

Learn about our services: [https://portal.dubsado.com/public/form/view/61ca1e1daa4e7442528fa0a0](https://portal.dubsado.com/public/form/view/61ca1e1daa4e7442528fa0a0)

Asana

We have rich text formatting in tasks descriptions, comments, messages, project briefs, status updates... everywhere! But we still don't have "docs" as a place to write and then decide what to convert into actions (only from task descriptions). So we basically have a project named "docs" to use tasks as "documents", keep reading to learn how we do it and why.

[Created on August 2023 by Barbara Ramirez @ My Virtual Partnr]
[Current status = feature is still not available in Asana]

🦄 Asana Docs

(1) Create a "📝docs" project.

(2) Customise your project.

(3) Watch how simple it is.

Vote in the Forum page for Asana to consider our Request!!!