Who this is for: product managers and owners.
What you’ll learn: how to use Asana and Unito to build a roadmap thats stays in sync with actual progress.
As Product Manager, you are the CEO of your product: you need to lead cross-functional teams from the product's conception to its launch.
You need to maintain a roadmap of major upcoming changes and communicate it to everyone involved. But sadly, the moment work actually begins, your roadmap is outdated and you need to manually update it constantly.
This guide will show you how to create a roadmap in Asana and use Unito to keep it in sync with progress made by technical teams in Github.
Guide
1) Synchronize your Github projects
For each Github repository, you wish to track from Asana, create a Sync in Unito. This will create a new project in Asana for each of your Github repositories, and in it you’ll find all the open issues.
2) Create a Roadmap project in Asana
Now as a Product Manager you'll want to have a clear overview of who is working on what and where the product is heading. For that you can create a project in Asana that will gather together all the tasks related to your product.
Tip
At Unito, we have a "Roadmap" project that feeds on several backlog projects (dev backlog, marketing backlog, etc.). We periodically review these backlogs and fill in the roadmap with upcoming tasks. We use sections to separate periods (upcoming months in our case).
3) Coordinate the projects together
It is now time to fill in this Roadmap project. Asana makes it very easy to add a task to different projects.
Let's say you have some tasks in the newly created projects synced with Github that you want to add to your roadmap.
You just have to open the task (or group of tasks) and add it/them to your project from there (see the screenshot below as it's a bit tricky the first time).
This way your task will live in two separate projects: the Roadmap and the one that is synced with Github. Every new action on Github or Asana will be synced in the other tool!
You now have a live roadmap and can monitor how your projects are moving forward: closed tasks, comments, attachments, etc. Everything will be updated automatically!
4) Tips to better manage your roadmap
Asana has several features that can greatly improve your experience as a project manager.
Custom fields
Asana custom fields
The newly arrived custom fields in Asana multiply possibilities. You can now fully adapt your favorite tool to your company's workflow. Adding priority, importance, and workload to tasks has never been easier!
A good use of these custom fields when syncing with Github is to bring Github milestones to your Asana projects.
Create a "Milestone" custom field in Asana and in your Sync Settings (in Unito) map it to the Milestone field in Github.
This way you will have a better sense of what your dev team is focused on and when they plan to release it.
Dependencies
Asana dependency
Asana also added a dependency option to their tasks, making it easier for you to set priorities. Lets say a large number of tasks in your roadmap depends on the completion of another task; you can mark them as dependent on the latter task and you will receive a notification once this task is completed.
To add a dependency, expand the task that depends on another one, click on the "More Actions" icon (last round one) and click on MARK AS WAITING ON...
Calendar view
Asana Calendar view
Asana offers a calendar view for each project. It is very handy for everyone who wants to see how the tasks are planned during the month (tasks need to have a due date to appear on the calendar).
Drag and drop a task in the calendar and it will automatically change the due date in Asana, but also in the other tool the task is linked to!
Progress view
Asana Progress view
Those who want an even more visual interpretation of their project should take a look at the Progress view.
There you can see a nice graph showing tasks still open and ones that are already completed. This is useful to quickly see if your project is on track or if it's time to panic!
Recommended Unito Settings
Try out these settings to get the most out of your syncs:
- You can filter the issues by label. Say that you don't want all the bugs in your Asana roadmap: add "Bug" in the labels to exclude field.
- Map the different Asana and Github users so you can easily see who is working on what, even people in the dev team.
- Enable subtask sync, and link higher-level tasks to your roadmap.
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