Fresh from the Asana forum – You can now absorb subtask dates on parent tasks. Check it out on the Asana forum.

https://forum.asana.com/t/subtask-date-rollups-bring-your-parent-dates-up-to-date/1157927

I am so thrilled to be one of a few Asana Ambassadors facilitating the Birds of a feather community roundtables at Asana Work Innovation Summit, NYC.

Check out the full lineup below!

Morning Facilitators:

AM Sessions (10:40 - 11:50am):

• Bryce Payne - Asana for Marketing

• Karl Salomon - Asana for Agencies

• Dahab Hagos-Fewell - Cross-functional collaboration

• Kaitlyn Spinney - AI / Automations / Workflows

• Sarah Yeung - AI / Automations / Workflows

Afternoon Facilitators:

PM Sessions (2:35 - 3:45pm):

• Kelly Perry - AI / Automations / Workflows

• Kerry Hoffman - Asana for Ops

• Liohn Sherer - AI / Automations / Workflows

• Jasmine Solomon - Reporting & Goal tracking

• Preston Lathrop - Asana for IT

If you've been to my office hours, you've probably seen my old busted spreadsheet. Well, I've given her a makeover! Behold, my new forecasting calculator. My free credit forecasting tool takes your current plan and usage and provides you with a 12-month usage forecast PLUS let’s you know if you're already covered.

Try it out here!

ICYMI Asana is now AWM and I'm here with the TLDR. With new AI features and a new consumption currency to track, I've concocted this guide to help get you started.

Big thanks to our Office Hours attendees who came with the best questions today!

✨ Register here ✨

Webinar Overview:

Asana shipped a wave of new automation features in September, so we’ve rebuilt this master class around them. Your Asana BFF, Kelly Perry, is back with an updated deep-dive on automations, covering the latest additions alongside the fundamentals, from basic rules to advanced AI Studio workflows and custom script actions.

If you joined us last time, there’s plenty of new ground to cover. If you’re new, you’ll get the full picture of what’s possible today. Kelly will walk through real examples at every level so you can see how the new capabilities fit with what you already know and pick the right approach for your team. You’ll leave ready to build automations that take repetitive work off your plate.

Did you know you can customize the new navigation in Asana? Well, to an extent.

Click "more" and you can toggle unused modules off, rearrange the order to suit the way you work, and even switch to Icon only if you're still feeling triggered by "Agents."

Has anyone seen the new Client Management feature in their navigation yet? I haven’t given it a spin yet, but I’m interested in seeing how it stacks up against services like Zendesk or Gorgias!

https://lnkd.in/p/gPd6E9kz

✨ Register here✨

Webinar Overview:

Asana's Workspace Innovation Summit is happening October 14th and the topic on everyone's mind is Agentic Work Management (AWM), Asana's vision for a new era of AI-powered workflows where agents work alongside your team.

Your Asana BFF, Kelly Perry, will be at WIS in person, and the following Wednesday she's bringing it all back to you live. Join us October 21st for a real-time debrief on what was announced, what it means for how teams use Asana, and what we're all still figuring out together.

Save your seat now and come ready to learn, ask questions, and think out loud with a community navigating the same thing.

✨ Register here ✨

November 18th, 11am-12pm Pacific

Your Asana BFF, Kelly Perry, is hosting Asana Office Hours! This open Q&A session is your chance to get live answers and hands-on guidance from a certified Asana Services Partner. Whether you’re fine-tuning an Asana AI Studio prompt, exploring new features, or looking for best practices, bring your questions and use cases for a collaborative, real-time learning experience.

If you already know what you’d like to ask, you can submit your question using this form. Not sure yet? Don't sweat it! We will be taking questions on the call.

Happy Friday, everyone! I'm very excited (and incredibly nervous) to give you early access to something I've been building for quite some time. 🥳

Announcing: Kelly's Asana Help Guide

This Help Guide is an installable Asana Project with over 40 pre-built articles including basic terminology, norms and best practices, and how-to guides for Asana basics.

Why? This Help Guide is something I already include for clients who work with me for onboarding and training, but I know a lot of you are starting from scratch as your team's internal Asana expert. This is a way to give you a jumping off point.

I'm offering a special discount to the Asana BFF Community of $50 off. Just use code BFF50 at checkout.

Check out Kelly's Asana Help Guide here.

I lead Asana training and implementation for an education policy non-profit. I'm based in the D.C. area but have colleagues across the country. I enjoy good food, exploring new places and keeping up to-date on the newest features in Asana that can make our work easier. We recently started using Asana Goals and it's been great to see how our work rolls up to advance our strategic framework. Reach out if you want to connect!

Are there lots of places for you to find your answers? Yes.

Does it often feel like you're screaming into the void? Also yes.

The Asana Forum and Ambassadors Slack are both incredible resources for quick questions and peer support, but there is a lot of noise. Sometimes your questions can just sit there...unanswered...indefinitely.

If you're struggling for answers, go ahead and post them here! See a question someone's posted that you think you have the answer to? Jump in!!

Reminder that I also offer an Asana Office Hours monthly webinar – this is a first come, first served AMA-style webinar where we troubleshoot your trickiest situations live.

Last month I posted this quick guide on how to use the Notes feature in Asana. Immediately after, it was rebranded to "Pages" 😐

Today I've gone through and updated this resource so it more accurately reflects what you'll see in Asana today, as well as linked in the updates shared on the Asana forum related to this "rebrand."

Enjoy!

Did you know you can insert forums into custom fields in Asana?

If you're a member on the Asana Forum, this post has 12 helpful formulas to get you started – This is a great way to have Asana do the math for you without relying on AI Studio.

Check it out!

If you attended my Asana Automations Master Class, you may remember we spent a lot of time building out workarounds for some auto-assignment limitations.

Asana snuck something into the July Release notes that allows you to do all of that WITHOUT AI Credits or code!

✨ Register here ✨

September 23rd, 11am-12pm Pacific

Webinar Overview:

You're the Asana expert at your company, and now you've been nominated to train the entire team. The catch is, you don't know the first thing about training others about Asana. Sound familiar?

In this session, your Asana BFF, Kelly Perry, will walk you through exactly what it takes to go from Asana expert to confident Asana trainer. We’ll cover facilitation best practices, change management strategy, Asana norms, crafting your curriculum, how to measure whether your training landed, and everything that comes after training is complete.

Walk away with a real framework and resources for training your team on Asana, whether you’ve done something like this before or not.

Hi hi, everyone! My name is Heather, I'm Kelly's assistant. If you've ever needed help with rescheduling a call with Kelly or have come to an Office Hours, we've probably chatted 😊

I'm very much still an Asana apprentice, there's just so much to learn and it feels like it's always changing. A lot of my Asana-related questions to Kelly still start with "okay this is probably a silly question", but I find myself knowing more than I expected 🙌

I'm currently based out of Las Vegas, slowly becoming more and more aware I was not built for the desert!

Can't wait to get to know you all!

✨ Register here ✨

October 7th, 10AM-11AM Pacific

Webinar Overview

Your Asana BFF, Kelly Perry, is hosting Asana Office Hours! This open Q&A session is your chance to get live answers and hands-on guidance from a certified Asana Services Partner. Whether you’re fine-tuning an Asana AI Studio prompt, exploring new features, or looking for best practices, bring your questions and use cases for a collaborative, real-time learning experience.

If you already know what you’d like to ask, you can submit your question using this form. Not sure yet? Don't sweat it! We will be taking questions on the call.