Asana + Converge

Asana is a comprehensive work management platform designed to help teams organize, track, and manage their projects and tasks efficiently. Trusted by over 100,000 organizations worldwide, Asana provides the clarity and structure teams need to execute their most important work while maintaining visibility across all projects and initiatives.

The platform excels at bridging the gap between high-level strategic planning and day-to-day task execution. With features ranging from simple task lists to complex project portfolios, Asana scales with teams as they grow, providing the flexibility to adapt to changing workflows and organizational needs.

Cross-Functional Project Management: Coordinate complex projects involving multiple teams and departments with timeline views, dependencies, and milestone tracking. Project managers can visualize critical paths, identify bottlenecks, and ensure all stakeholders stay aligned on deliverables and deadlines throughout the project lifecycle.

Marketing Campaign Execution: Plan, execute, and track marketing campaigns from ideation to completion using Asana's campaign templates and approval workflows. Marketing teams can manage content calendars, coordinate launches across channels, and measure campaign performance while maintaining visibility into resource allocation and team capacity.

Goal Setting & Strategic Planning: Align team efforts with organizational objectives using Asana's Goals feature to track progress toward key results. Leadership teams can cascade strategic initiatives down to individual tasks, ensuring every team member understands how their work contributes to broader company success.

Team & Project Structure: Begin by setting up your team structure in Asana, creating projects that reflect your key workflows and initiatives. Configure project templates for recurring work types, establish naming conventions, and set up custom fields to capture the specific information your team needs to track across projects.

Workflow Configuration: Define your team's workflow stages using project sections or board columns, then set up task templates with standard subtasks, assignees, and due dates. Configure automation rules to move tasks through stages automatically, assign work based on triggers, and send notifications to keep everyone informed of progress and changes.

Integration & Reporting: Connect Asana with your essential tools like Slack, email, and file storage systems to centralize work coordination. Set up custom dashboards and reports to track team performance, project health, and resource utilization, ensuring you have the insights needed to make informed decisions about priorities and capacity.