RevOps Tools

Asana

Project and work management for teams that need clarity at scale.
Asana homepage screenshot

Asana is a leading work management platform used by more than 130,000 organisations to track projects, coordinate tasks, and align teams around shared goals. For revenue operations, Asana provides the structure to manage complex GTM projects — from product launches and sales kick-offs to onboarding workflows and RevOps initiative tracking — with clear ownership, timelines, and cross-team visibility.

Product Overview

Asana's strength is its combination of simplicity for individual contributors and power for operations managers. Projects can be viewed as lists, boards, timelines, or calendars — each team member sees their work in the format that suits them. Goals and Portfolios provide executive visibility across all active initiatives, connecting day-to-day tasks to company-level OKRs. Asana's automation rules eliminate repetitive project management overhead, and its Workflow Builder enables standardised process templates for recurring operational motions like customer onboarding or deal room setup.

Key Features

  • Multi-View Projects: Switch between list, board, timeline, calendar, and Gantt views per project — each user chooses their preferred format.
  • Goals & Portfolios: Connect tasks and projects to company OKRs — track progress toward strategic goals with real-time status updates.
  • Automation Rules: Trigger task assignments, field updates, and status changes based on conditions — no manual project management overhead.
  • Workflow Builder: Build reusable process templates for recurring operational motions — standardise onboarding, project kick-offs, and reviews.
  • Workload Management: View capacity across team members and redistribute tasks to prevent bottlenecks before they happen.

Best For

RevOps, PMO, and GTM teams that need structured, transparent project management across complex cross-functional initiatives — especially organisations using OKRs to align operational work to business outcomes.

Pricing

Personal: free (15 users). Starter at $10.99/user/month; Advanced at $24.99/user/month; Enterprise custom. Annual billing saves ~20%.

Key Integrations

Slack, Salesforce, HubSpot, Zoom, Google Workspace, Jira, Zapier, Make, Microsoft Teams, Figma

Pros

  • Excellent task and project structure with multiple views
  • Goals and Portfolios provide rare executive-level visibility
  • Workflow Builder standardises operational processes
  • Strong cross-tool integrations

Cons

  • Can become complex to navigate on large teams
  • Reporting requires Advanced/Enterprise tier
  • Not a replacement for CRM or dedicated service management tools

Asana Website →

About the author

RevOps Tools

Curated Revenue Operations Technologies

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