Review your workflow

Review your workflow

The workflow settings specify when the work is started on an Asana task and when it's completed. It is used in calculating metrics such as lead or cycle time of tasks.

The workflow settings specify when the work is started on an Asana task and when it's completed. It is used in calculating metrics such as lead or cycle time of tasks.

The workflow settings specify when the work is started on an Asana task and when it's completed. It is used in calculating metrics such as lead or cycle time of tasks.

Map your Asana workflow

When importing an Asana project as a data source, your board columns are automatically mapped to either Not started, In progress, or Done. This information is used when calculating the Timing metrics.

If the suggested mapping looks correct, you can accept it by clicking Looks good to me. To make changes, click Adjust mapping. The boxes become editable, and you can drag & drop items between them.

  • Not started = Work to be done

  • In progress = Work started but not completed

  • Done = Completed work



You can have your workflow represented either as sections / board columns, or as a custom field representing the workflow states. Learn more about workflows in Asana.



Accessing the workflow settings

You can access the workflow settings by selecting Data Mapping from the main menu.

If you add new columns to your board they are automatically mapped to either Not started, In progress, or Done. Alternatively, you can force the mapping of new states by selecting one of the other options from the menu.

Selecting the workflow source

You can select between sections/board columns, or a custom field to be the source of your workflow. In this example, you can select the custom field called Status to be used for tracking the status of a task.

By default, your Asana workflow is mapped assuming the board sections/columns are the steps the tasks go through on their way to completion. That's how most teams track work in Asana. However, you can also select a custom field to represent the steps in your workflow.

Once you select a custom field from the menu, the timing metrics will be based on the selected custom field instead of board sections or columns.