Migration to Asana without losing context, control or adoption.
Data mapping, validation, governance and change management in a four-phase process.
Your team keeps working while data migrates with governance.
Mapping, validation and adoption run alongside operations, without pausing the team during cutover.
A poor migration costs adoption
Data and history
Tasks, attachments and comments need to arrive intact.
Ownership
Owners and roles cannot get lost along the way.
Automations and integrations
Existing rules and connections require deliberate redesign.
Structure
Project hierarchy and permissions need architecture.
Reports
Dashboards and metrics must be rebuilt with purpose.
Adoption
Without change management, teams return to the old tool.
Inventory before migration
- Project, team and workspace hierarchy
- Users, roles and permissions
- Custom fields and templates
- Attachments and relevant history
- Rules, automations and integrations
- Reports and dashboards in use
Migration in four phases
Discovery
Inventory, priorities and success criteria.
Design
Target architecture, data mapping and redesign decisions.
Migration and validation
Structured import, checks and validation with the department.
Adoption and stabilization
Training, adjustments and post-cutover monitoring.
How we handle each type of content
We do not promise universal coverage; each item is assessed within the scope.
| Content type | Typical decision |
|---|---|
| Active projects and structure | Migrate with a revised architecture |
| Old / completed history | Assess archiving vs. selective migration |
| Source automations | Redesign as Rules / AI Studio where appropriate |
| Integrations | Reconnect by architectural role, within scope |
Shared responsibility matrix
Asana
- Platform and availability
- Models and controls
- Product documentation
TaskWork
- Mapping and design
- Migration execution
- Validation and documentation
Client
- Access to the source tool
- Business decisions
- Acceptance of migrated data
Frequently asked questions
We assess each content type within scope—structure, data, attachments, automations and integrations—and define what to migrate, redesign or archive.
Through structured checks and departmental validation before cutover, using success criteria defined during discovery.
When the source configuration reflects the old tool’s limitations; we use the migration to correct the architecture.
Migrate to Asana, wherever you start
Plan your migration with governance.
Start with an assessment to map the source, scope and adoption plan.