How to create goals, OKR's and KPI's in Asana

[@BarryHart-gp7lz]

Thanks for the video Paul! I am confused about how to link projects and tasks to the goals in a logical hierarchy. For my startup example: I have a goal "Establish company infrastructure" and subgoals: Onboard ERP software, Launch HR platform, Create website- etc. Then each one of those has projects to carry them out. An ERP software project for example. But you cannot go directly from the subgoal to the project. It seems like the goal process and the task -project process are "disconnected" I need to go out and create a bunch of tasks and projects and then go back into my goals and attach them. Rather than have a goal, and create projects or tasks that support that goal. Make sense?

[@minor-co]

I may not be fully understanding what you're saying, but if you click and open the subgoal, you can link this to a project using the 'Related work' option.

[@SIMPLERHAIRCOLOR]

I just came across your channel. This is a helpful video Paul! Thanks for taking the time to create it! How could we organize goals by department? (This is Snehal, the founder & CEO) Currently, I use a spreadsheet to list goals by department and I like having the ability to organize this way. I am in the process of transitioning over to Asana. Initially, I created a project that lists all my goals and attempted to do it on the paid tier 1 plan. Then, I became intrigued with their goals feature and decided to trial the business plan.

[@minor-co]

Glad I could help. You could create a team for each department and then link the goal to that team to show which department is working on that goal.

[@BillBuysLand]

Excellent as always, Paul. Could you do a video on how to use Asana Smart Goals? Thanks for considering.

[@minor-co]

Thanks, I'll see what I can do.

[@Hbhammad]

thank you

[@minor-co]

You're welcome 😀

[@johncornwell1026]

I'm confused why Goals are restricted to in-year (12 months or less in time horizon). This makes them only suited for annual (operating) plans; they can't be used for multi-year (strategic) plans. Ironically I can set the duration of project longer than 1 year (of course!), and longer-duration projects are often in support of strategic plan goals...except the Goal can't 'contain' a Project greater than 12 months in duration. How would you recommended managing (multi-year) strategic initiatives, each of which may have 12+ month projects 'inside' them? Use Portfolio instead of Goal? Use tagging?

[@minor-co]

I didn't show it in the video but you can click the arrows on the side of the duration to go to the next year.

[@tdelgado01]

As usual, a great and useful video from this channel. Thank you very much for taking the time to spread your knowledge. Cheers from Costa Rica!

[@minor-co]

Thank you for the kind feedback. Glad this was useful!

[@alirezamohammadipour9564]

A question please. If I want to add a dependency like SS+12days. How to add it in dependencies?

[@minor-co]

Sorry, what is 'SS'?

[@alirezamohammadipour9564]

@@minor-co Start to Start (SS). Task B begins 12 days after task A begins. B = ASS+12 days. How to add it in dependencies in Asana?

[@minor-co]

This isn't possible yet but Asana is releasing an update so this should be possible soon.

[@alirezamohammadipour9564]

@@minor-co Thank you for the reply.

[@mindyschaper]

Such a great feature.

[@minor-co]

👍