Migrate from Asana to PlanMagnet
Bring your cross-functional projects into a workspace built for agile delivery too.
Asana is one of the most approachable work-management platforms for marketing, ops, and cross-functional teams — strong on timelines, goals, and workflow automation, but not purpose-built for agile sprints, with no native burndown, velocity, or sprint reporting.
Why teams on Asana move
Grounded in what is actually shipped today — not a wish list.
Native agile execution — boards, sprints, and story points — is shipped in PlanMagnet (burndown charting is on the way); Asana has no native sprints or velocity.
A built-in feedback inbox with voting and priority scoring replaces Asana's basic intake forms.
Delivery-ops depth ships in the same workspace — portfolios, programs, a risk register, quality gates, budgets/expenses, and time tracking — extending what Asana Portfolios cover today.
Governance ships from PlanMagnet's Free tier — RBAC, single sign-on and SCIM directory sync, and audit history — where Asana gates SAML/SCIM, the admin console, and data export/deletion behind its Enterprise plan.
What maps where
How Asana concepts land in PlanMagnet during the import.
| In Asana | In PlanMagnet | Detail |
|---|---|---|
| Tasks | Issues | Tasks import as issues, keeping assignees, due dates, and custom fields. |
| Timeline / Gantt view | Roadmap | Timeline items can be linked into the roadmap as initiatives pointing at the epics and tasks delivering them. |
| Sections | Board columns | Sections become the columns on a PlanMagnet board. |
| Projects | Projects | Asana projects map directly onto PlanMagnet projects. |
| Portfolios | Portfolios | Portfolio grouping across projects is a shipped, built-in PlanMagnet capability, not an add-on. |
| Custom fields | Custom fields | Field, status, and workflow mapping runs as part of the migration. |
| Comments & attachments | Comments, files, audit history | Migrated where feasible, alongside history. |
How the migration works
The same guided process for every supported tool, including Asana.
- 1
Connect your account
The guided importer authenticates against your existing workspace and reads your projects and issues — no CSV wrangling to start.
- 2
Map fields, statuses, and workflows
Field, status, and workflow mapping runs into the PlanMagnet model before anything moves, so issue types, custom fields, and board states land somewhere sensible.
- 3
Pull in issues, comments, and history
Issue, comment, attachment, and history migration runs where feasible, so context is not left behind in the old tool.
- 4
Run a parallel validation
A parallel-run validation lets both systems operate side by side so your team can confirm the migration before anyone fully cuts over.
- 5
Cut over — and keep an exit door open
A reversible cutover plan and team handover with runbooks close out the move; the same sync can export data back out if you ever need to.
Asana migration FAQ
Asana has no native sprints — what happens to our cadence?
PlanMagnet ships native boards and sprints with story points and tracked velocity, so a team moving off Asana's task lists gets a real agile execution layer it did not have before (burndown charting is still on the roadmap).
Do our Asana Portfolios carry over?
Yes — portfolio-level grouping across projects is a shipped, built-in PlanMagnet capability, alongside programs, a risk register, quality gates, budgets/expenses, and time tracking in the same workspace.
Can we export back to Asana later?
Yes. The same built-in sync that pulls data in from Asana also supports exporting back out, so the switch is a reversible, low-risk change.
What about Asana Goals?
Asana Goals do not have a shipped one-to-one equivalent yet — PlanMagnet's OKR/objectives framework is on the roadmap, not available today. Plan to keep tracking goals in Asana (or a spreadsheet) until it ships.
Migrating from somewhere else?
One agile workspace instead of Asana plus a separate tracker.
Create a PlanMagnet workspace and bring your Asana data with you.