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Topics
- You’ve been invited to Asana; now what?
- Getting started with Asana’s mobile app
- How Asana works
- Create projects in Asana
- Top features to discover
- Different types of tasks
- How to use Asana help resources
- Quick-start guide to Asana
- Create tasks in Asana
- Collaborating in Asana
- All Asana features
- Set up your ideal workspace
- Asana desktop app
- Navigating Asana
- New navigation in Asana
- Assign tasks to teammates
- Manage and prioritize your tasks
- Powerful Asana features for work management
- Automate and scale your work with the Customize menu
- Stay informed with your Asana Inbox
- Find work fast with search
- Maximize productivity with My tasks
- Create projects quickly with templates
- Structure your projects clearly
- Comments, messages, and status updates
- Share project updates
- Top Asana integrations
- Reporting with dashboards
- Monitor initiatives and track work with portfolios and dashboards
- Reporting with workload
- Asana for team leads
- Setting and tracking progress towards goals
- How to choose the right project blueprint for your work
- Plan and execute projects with a deadline
- Tracking project progress
- Planning with Asana calendar
- Connect your tools with Asana
- Customize your projects and portfolios
- How to invite team members to Asana
- How to sign up for a free Asana trial
- How to cancel your Asana trial
- How to add payment details to a trial
- Make the most of your Asana trial
- My trial has ended, what happens to my tasks, rules, and workflows?
- Purchasing a subscription after a trial
- Set goals during your Asana trial
- Turn your trial into a paid plan
- Invite others during your trial
- Automate how work moves through stages
- Build the foundation of your workflow
- Use dependencies to kick work off at the right time
- Request a task review with a simple automation
- Control how tasks are added to projects
- Add movement to your workflow
- Multi-home tasks to avoid information silos
- What is a workflow?
- Assign work automatically with custom fields
- Building cross-functional workflows in Asana
- Moving your everyday workflows to Asana
- Schedule tasks based on priority
- Email communication with form submitters
- ID custom fields
- Applying bundles to projects
- Management dashboard for project templates
- Rules integrations and widgets
- Rule execution history
- Form customization
- Task dependencies
- Approvals
- Conditions and branching in rules
- Time tracking in Asana
- Filtering and sorting custom fields
- Manual rule triggers
- Rule permissions
- Setting dates in rules
- PagerDuty rules integration
- Bundle management and permissions
- Management dashboard for global fields
- HubSpot rules integration
- Reference custom fields
- Bundles
- Task Templates
- Status updates templates
- Rules integrations for cloud storage and file sharing
- Sharing a form
- How to export all time entry data from Asana as CSV via API
- Understand automation triggers and actions in Asana
- Formula custom fields
- Custom field types and limitations
- Auto-shifting dates for dependent tasks
- Rules integrations for productivity and communication
- Forms
- Project templates
- Custom fields
- Field mapping in forms
- Dependency types
- Bundles FAQ
- Automations
- Automation actions
- Automation triggers
- Variables in automations
- Zapier and Asana
- Zoom transcripts for automation and AI Studio
- Tray.io + Asana
- ServiceNow & Asana
- Wufoo and Asana
- Web forms & Asana
- Zendesk integration
- Asana and Workplace from Meta
- Splunk + Asana
- Asana in Salesforce AppExchange (being deprecated)
- Asana app in ChatGPT
- Asana app in Claude
- Migrating time tracking data from Everhour to Asana
- Zoom meetings in Asana
- Calendars and Asana
- Chat with Asana in Slack channels
- Slack comment sync in Asana
- Microsoft Teams and Asana integration
- Slack and Asana
- Microsoft Single Sign-On
- Salesforce in Asana integration
- Outlook Calendar and Asana
- Vimeo and Asana
- How to create a Zoom call notes workflow with AI Studio
- Asana for Adobe Creative Cloud
- Asana for Jira Cloud
- Jira Data Center
- API
- Jira Data Center FAQ
- Weighted goals
- Viewing and filtering your goals
- Asana Goals FAQ
- Goals strategy map
- Write great goals with Asana Goals
- The goal tracking process with Asana Goals
- Lead the goals management process in your organization with Asana Goals
- Get started with Asana Goals
- Goal types and templates
- Progress, status, and connecting work to goals
- Goals privacy and sharing
- Converting tasks into projects
- Views in My tasks
- Custom fields in My tasks
- Custom task types and statuses
- Task actions
- My Tasks
- Scheduling tasks using start dates, due dates, and times
- Text formatting in Asana
- Task fields
- Proofing
- Save time in Asana
- Understanding tasks
- Subtasks
- Tags
- Task comments and attachments
- Email tasks to Asana
- Automations in My tasks
- Project overview tab
- Files view
- Board view
- Embedded media project view
- Teamless projects
- Preparing data for CSV import
- Sections
- Import data from other tools to projects in Asana
- Understanding projects
- Project importing and exporting
- Timeline
- Calendar view
- List view
- Managing tasks and dependencies with timeline
- Project owner and members
- Critical path on timeline
- Project customization and views
- Gantt view FAQ
- Shareable notes in Asana
- Gantt view
- Advanced CSV import options
- Pages in Asana (formerly Notes)
- Permissions overview
- Task permissions
- Custom field access levels
- Team sharing
- Forms access permissions
- Editor access level
- Project permissions
- Project privacy settings
- Edit restriction on custom field values
- Private custom fields
- Asana custom field permissions
- Project admin access level
- Viewer project access level
- Domain-wide admin controls
- Team content permissions for team admins
- Sharing and limiting access to teams
- Read-only links
- Individual project permissions
- Team permissions
- Managing timesheet reviewers and approvals
- Logging and submitting timesheets
- Workload compare mode
- Project progress and status updates
- Workload
- Capacity planning
- Tracking project budgets and progress with timesheets and budgets add-on
- Reporting with the Timesheets and Budgets add-on
- Setting up timesheets and budgets add-on
- Ideas and brainstorms
- End-of-month close processes for Finance teams
- Using Asana to track customer feedback
- One-on-ones
- Using Asana for project management
- Pipelines
- Giving feedback and approvals
- How to apply a RACI Matrix in Asana
- Project intake
- Organizational strategic planning
- Resource planning
- Plan and manage company goals
- Asana for team meetings
- Asana for Agile and Scrum
- Asana for Sales and Account Management teams
- Video production calendar
- Marketing strategic planning
- How to create a content calendar in Asana
- How to use Asana for account tracking
- Creative production
- Managing design feedback and critique meetings
- Campaign management
- Using Asana for your product roadmap
- Event planning with Asana
- Smart import
- Smart fields
- Smart rule creator
- Smart status
- Sharing feedback on AI features
- Smart projects
- Smart editor
- AI add-on beta services
- Smart goals
- Asana AI features and admin controls
- Asana AI FAQ
- Understanding Asana AI requests and usage allocation
- Get started with Asana AI
- Understanding Open-Weight Models in Asana
- Smart chat
- Smart summaries
- Asana AI customization
- Setting up Licensing Division ID with SCIM
- Asana compliance settings
- Permissions management add-on
- Cross-App Access
- Service accounts
- Data retention policy
- Admin and super admin roles in Asana
- Data contributions
- Setting up Asana roles in Microsoft Entra ID with SCIM
- Global authentication settings
- SCIM provisioning for Asana
- Advanced setup: provisioning licenses with SCIM
- Advanced setup: assigning Asana roles with SCIM
- Provisioning and deprovisioning users with SCIM
- Admin security controls
- App management and integrations
- Delete your Asana account
- Authentication and access management options for paid plans
- IP allowlisting in Asana
- Mobile apps security permissions
- Setting up Asana roles in Okta with SCIM
- HIPAA Compliance
- Role-based access control (RBAC) with custom roles
- How to access the admin console
- Accounts
- Managing members and teams in a division
- License assignment in divisions
- Asana Sandboxes
- Membership and collaboration in workspaces
- Manage approved workspaces
- Managing an organization
- University organizations
- Managing teams through the admin console
- Workspaces and organizations FAQ
- Division access and management FAQ
- Understanding workspaces
- Divisions in paid organizations
- Your Asana account
- Advanced division management
- Introducing Asana Gov
- A guide to divisions in Asana
- Managing members in an organization
- Managing workspaces
- Managing organization settings
- Managing people in organizations
- Payment methods and invoices
- Billing settings in the admin console
- Security and billing for divisions
- Payments in CAD and KRW currency
- Payments in MXN and BRL currency
- Norway VAT
- New Zealand GST
- Indonesia VAT
- Iceland VAT
- EU VAT
- Changes to automatic payments in India due to RBI regulations
- Australia GST
- Adding payment methods for manually invoiced customers
- Upgrading or changing your Asana plan
- United Kingdom VAT
- United States sales tax
- Switzerland VAT
- South Korea VAT
- South Africa VAT
- Singapore GST
- VAT/GST & Sales Tax
- Accessing your billing page
- Subscription management and upgrades
- How to cancel your Asana plan
- Philippines VAT
- Canada GST/HST, QST, and provincial sales tax
- Billing
- Learn about Asana Legacy Enterprise features
- Divisions
- Asana for nonprofits
- Modify your Asana plan
- Manage your growing Asana subscription
- Learn about Asana Advanced features
- Learn about Asana Business features
- Learn about Asana Starter features
- Asana Personal Plan details
- Learn about Asana Premium features
- View only
- Asana subscriptions and pricing
- Tasks and subtasks
- Upcoming discontinuation of personal projects spaces
- Asana Forum basics
- Troubleshooting browser and connectivity issues
- How do I get support from Asana?
- Accidental deletion
- Navigation and display
- Security and permissions
- Recover deleted tasks, projects, and more
- Salesforce AppExchange Integration Deprecation FAQ
- Deprecation of integrations
- Automation permission update FAQ
- Asana Certification FAQ
- Triggering AI Teammates
- AI Teammate Skills
- How to create or discover an AI Teammate
- Connect Salesforce to AI Teammates with a custom MCP app
- Connect Databricks custom apps to Asana AI Teammates
- Managing your AI Teammates Add-On Licenses
- Create custom MCP apps for AI Teammates
- AI Teammates
- Connect and manage apps for AI Teammates and Dash
- AI Teammates templates
- Understanding access control, memories, integrations, and approvals for AI Teammates and Dash
- Words to workflows in AI Studio
- AI Studio FAQ
- AI Studio Plus
- An admin's guide to AI Studio
- Troubleshooting in AI Studio
- AI Studio - Human in the loop
- Introduction to Asana AI Studio
- Work smarter with Asana AI
- Writing instructions in AI Studio
- AI Studio pre-built AI rules
- AI Studio credit optimization
- AI Studio add-on and pricing
- How to structure a prompt in AI Studio
- How the Use AI variable works
- AI Studio models
- Create Smart workflows with AI Studio
- Connect your Smart workflow with the right data sources
- How to configure ticket statuses
- AI-suggested articles in your knowledge base
- How to configure queue categories and custom fields
- Customizing AI response and routing guidance
- Set up a knowledge base in Asana Service Management
- Customizing queue automations in Asana Service Management
- Configuring SLAs and work schedules
- Using email intake to create tickets in Asana Service Management
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How to convert a ticket to a project or task
Some requests need more coordination than a single ticket can provide. In Asana Service Management, converting a ticket to a project lets you organize the work into tasks and sections while keeping a reference to the original request.
When to convert a ticket to a project
Choose a project when a request involves several steps, teams, or handoffs. Onboarding a group of employees or coordinating an infrastructure migration, for example, may benefit from a shared project plan.
Conversion resolves the original ticket when the project is created, not when the project work is finished. If the request needs to remain open while other work progresses, consider linked work instead of conversion.
Before you begin
You need access to the ticket and permission to create projects in your organization. If you do not have permission to create projects, the project-creation option is not shown.
Decide who needs access to the project. The requester, queue admins, and other ticket editors are not automatically added as project members.
How to convert a ticket to a project
- Open the ticket
- Click the three dot icon at the top-right corner
- Click Convert to project
- Review the project's access and sharing settings, then finish creating the project.
What happens during conversion
When the project is created, Asana resolves the ticket and adds a comment linking to the project. The resolved ticket displays the linked project, and the project's description includes the source ticket number so you can identify the original request.
Share the project with the right people
Having access to the ticket does not automatically give someone access to the project.
Check project membership before teammates begin work. Do not assume the requester or everyone in the queue can view the resulting project.
How to convert a ticket to a task
Some tickets are individual work items that need to be tracked, assigned, and scheduled without requiring a full project plan. In this case, you can convert the ticket to a task.
To convert a ticket to a task:
- Open the ticket
- Click the three dot icon at the top-right corner
- Click Convert to task
- Fill out the task details
- Click Convert to task
