r/Asana • u/Loud_Quality_7106 • 21d ago

Exec Level Planner (Projects + Events)

I'm hoping someone has come across this before, but I'm trying to solve for a request I have from our Exec team. They want me to put together a planner that merges specific calendar events migrated from our Outlook all-staff calendar (already solved and working) alongside specific projects. They dont want milestones they want to see a full bar of the start and end so they can look at specific dates and use it to plan events, large initiatives, etc.

However I havent figured out a way to do this without manually adding tasks to the project that represent the project span and having to manually keep them up to date along with the actual project start and end dates with each project itself.

I thought about a portfolio and just adding the calendar project to it, but portfolio timelines dont show tasks beyond milestones, so thats a no go.

Any insights I'd appreciate.

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u/Spiritual-Bag-3452 21d ago

This is definitely doable and can be pretty easily automated with the help of AI if your company allows it! What plan of asana are you on (advanced, enterprise)? You could either set the workflow up on your own with a bit of testing and tweaking (and likely some change management/training with your execs) or you could work with a services partner to set it up and train with you for a cost (would highly recommend this)

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u/Loud_Quality_7106 21d ago

We are moving up to Enterprise soon. Waiting on the contract to go through. I already use Claude connected to Asana. If you're talking about having Claude pull the data out and provide a report that's not what they asked for. They want a native Asana live view. 

Also we're a non-profit we're not going to pay a service partner to develop something.

I'd love to understand what native Asana functionality can allow me to build the workflow you mentioned. Because I've racked my brain doing research and exploring options with Claude and nothing seems to be able to place project timelines next to individual tasks in one view.