Asana Universal Reporting and Team Workload Management | Dashboard and Capacity Planning Tutorial

📧 Subscribe to our newsletter: https://cirface.com/newsletter In this Asana tutorial, we walk through two powerful enterprise features: Asana universal reporting and team workload management. I show you how to build cross-project dashboards that report on tasks, projects, portfolios, and goals all in one place, and how to use Asana's workload view for real-time team capacity planning and project resource planning. You'll also see how to track estimated versus actual time, reassign tasks directly from the workload view, and set up capacity thresholds so nothing falls through the cracks. Whether you're a project manager, a PMO lead, or an exec team looking for better visibility, this is the Asana reporting and capacity planning setup that makes it possible. Need help with Asana? ☎️ Book a call with me: https://cirface.com/book-a-call 📧 Subscribe to our newsletter: https://cirface.com/newsletter 🌐 Check out our website: https://cirface.com/ Don’t forget to subscribe!🔔 ABOUT OUR CHANNEL📜 This YouTube channel is created by me, Marquis Murray, CEO of Cirface, an Asana Platinum Partner and Asana Partner of the Year 2025. My goal is to help you gain clarity about the work within your organization by creating systems and processes. You'll learn how to create your own processes, as well as how to use my favorite tool for managing my life and business, Every day, I create systems to improve the businesses of my clients, automate workflows to make work easier, and align teams and organizations. Weekly doses of inspiration are delivered every Wednesday. FIND US AT🔍 🔗http://cirface.com/ GET IN TOUCH 📧 marquis@cirface.com FOLLOW ME ON SOCIAL LinkedIn : 🔗https://www.linkedin.com/in/marquisamurray/ Twitter : 🔗https://twitter.com/marquisamurray Facebook : 🔗https://www.facebook.com/groups/asanasolutions Instagram : 🔗https://www.instagram.com/marquisamurray/ List of The Gear I Use ⬇️ https://cirface.notion.site/Marquis-Murray-s-Amazon-Shop-126b1604ac4e805095e3ff9c6b600c15 Chapters: 00:00 - Introduction to Universal Reporting 01:00 - How to create customized Universal Dashboards 02:56 - Budget Tracking and Portfolio Rollups 04:38 - Time Tracking and Comparison Charts 05:23 - Adding Widgets and Customizing Chart Styles 07:01 - Reporting on Company Goals 08:26 - Introduction to Universal Workload 09:30 - Setting Up Team Workloads 11:02 - Managing Over-Capacity and Reassigning Tasks 12:12 - Sharing Workload Views 13:28 - Resource Planning Requirements 14:30 - Resource Planning Strategies 16:00 - Tracking Actual Effort and Time Sheets