Creating a workflow in Asana
In order to use Screenful your Asana projects have to exhibit a flow of tasks through at least three states.
- Not started - work that has not yet been started
- In progress - work that has been started but not completed
- Done - work that has been completed
There can be more than three states on your workflow. For example you can have states like "in planning", "in review" etc.
You can freely name your states to whatever you like. Screenful understands which of the three main states your columns represent as long as you have mapped them using the workflow mapping tool.
You can have you workflow represented either as lists in a list based project, or as columns in case of board based project.
Below is a sample Asana board
In the above board, there are two columns that contain tasks that are not started yet: Backlog and Ready to do. Those represent the Not started state.
Once the work is started on a task, the card is moved to the In Progress column, That represents the In progress state.
Once work is completed, the task is moved to the Done list, which represents the Done state.
In a list based project, your workflow is represented as lists
You can move tasks from one state to another by dragging them between lists. It's ok to skip steps, not all tasks have to go through all states.
Note: You can complete a task anytime by marking it completed using the checkmark. That is considered the same as moving it to a Done list.
Note: If you change the column structure of the board afterwards, you should update the workflow mapping accordingly.