I have found some on this topic, but not that I can piece together a solution (if there is one)
We are a small custom job shop (about a dozen of us). (Custom Cabinets) We have been using Asana for about 8 months. I have mixed feelings and not sure where to go from here. If we use list view and each ‘job’ is a Project there are virtually no tools available to manage all the jobs in Process. While this gives us wonderful granular level tasks to complete for each job, there is practically no help in the bigger picture of managing all the jobs in the system. From Initial contact to Completion and customer acceptance. I have used colors, and some manual sorting of the list, but it is huge and far from efficient or visual.
If we use the Board view (which is much like the large magnetic marker board we use to visually track our projects now), and we create a single board and each job becomes a task that moves left to right through our process from (column headers) Contact, Estimate, Design, Proposal, … etc to Completion. It give great visual for the high level!! (Plus all our jobs are on one calendar…yeah!), but it essentially disconnects ‘My Tasks’ from being able to assign to a job, since each one of our jobs is now a ‘task’ and I cannot assign a task to a task, only a project. In order to assign a task to one of these tasks I have to go to each Job (task) and create a sub-task and assign it to a person. Terribly tedious!
IMO, it seems as though Asana is fine for a few larger projects but having a lot (30-60) of complex projects (many steps each job must go through, with different people and departments). Is there an efficient way to do this I am missing? (Provided this all makes sense)
Is there a solution that gives us the board view of our Jobs and keeps everything on one calendar (I have a complex Google calendar that I manage now to do some of this, and the simplistic way that Asana sends out tasks is pretty useless), but gives me the easy MyTask way of adding tasks to our jobs (essentially sub-tasks I guess)?