Projects help you keep track of all the work your organization is executing to achieve your OKRs. Like key results, projects can also be created under objectives and other key results in Ally, depending on which outcome they help to achieve. You can create a project by clicking on 'Add project' under the appropriate objective or key result.
In this Article:
- What are Asana projects?
- See all tasks
- Use a specific task with subtasks as the task list
What are Asana projects in Ally.io?
With Ally.io's projects, you can now view your Asana projects inside of Ally. Ally will show you the tasks within the project, as well as calculate the progress of the project as a percentage based on completed tasks vs total.
Ally supports two ways of doing this: See all the tasks from an Asana project, and use a specific Asana task as the project, with its subtasks as the task list.
See all the tasks from an Asana project:
Setting up the project is as easy as connecting to Asana, picking the project, and optionally filtering to a subset of tasks on the project that you care about.
Use a specific Asana task as the project, with its subtasks as the task list:
Sometimes, our customers like to use a specific task in Asana as their project, with the subtasks as the task list. We support this as well, and you can set your project name in Ally to the name of your Asana task. To do so,
1. Start by adding a project, and choose the “Automatically based on completed tasks” option to calculate progress.
2. In the Tasks field, select the ‘Automatically from a data source’ option and choose ‘Asana’ as your data source.
3. Choose if you’d like to track progress by the % of tasks completed or by the % of subtasks completed.
4. Search and select the Asana project you’d like to track.
5. Select the ‘Task assigned to’ field as Any or Unassigned and click Next and save.
If you’ve chosen to track progress by % of subtasks completed, then:
6. Enable the ‘Use this task name as the project name in Ally’ checkbox.
7. Click on Next and Save to save your project! This will create the specific Asana task or subtasks as the project and pull in the subtasks as the task list in Ally.
While Ally.io supports an Asana integration for OKRs, projects let you see the individual tasks and their completion state, helping you understand your execution at a much deeper level. The updates for a project also call out what has changed since the last check-in - which tasks were completed, were any tasks added or removed.
Ally.io will periodically check on project progress in Asana, and update status. Progress and Status are calculated for projects exactly like key results. Similar to key results, you can also check in on a project, where you can temporarily override the status. However, this will last only as long as Ally does not detect a change in the completion status of the project in Asana, at which point, it will overwrite your check-in with an automated update.
Now you can understand how your teams are executing to meet your OKRs, and dive in to unblock them. In the future, we plan to add other popular project management systems, so that Ally.io can give you a holistic view of your business.
Projects in Ally.io are available across all our pricing plans. If you would like to have Projects enabled for your organization please have an account admin reach out to [email protected] with your request.