Transitioning from Asana to Monday.com

The primary goal of this discussion topic is to help longtime Asana users transition to Monday.com. Secondary goal is to convince longtime Asana users that Monday.com is just as good as Asana, because right now, we are unconvinced.

First question: In Asana, when I want my manager to review and approve a PDF, all I need to do is either (a) attach the document to the task and click a button called “Approval.” This then generates a new series of buttons that say, “Approve,” “Reject” or “Request revision” or somesuch. My manager can click on the document WITHIN ASANA and enter his comments, then click “Request revision” and it appears on my dashboard. Please PLEASE tell me that there’s an IDENTICAL feature in Monday.com, just as clean and just as clear in Monday.com?

Hi @Karmela!

I have migrated many from Asana to monday and everyone is much happier with the user experience!

I’m regards to your use case, there is absolutely a way to approve documents and annotate. What this would need would be:

  1. Status column with simply approved and denied or needs revision.

  2. File Column so that you can attach the PDF or picture you are looking to comment on.

  3. Date column with time stamp enabled.

  4. People column to assign manager(s).

The workflow would be:

  1. Add file to task created.
  2. Automation recognizes changed file Column and assigns manager with a status of ready for approval.
  3. A notification is sent to the manager to approve document.
  4. If there are comments, they can either provide general comments on the file or annotate the file with a comment. This will track on the current version.
  5. If the file has edits and is re-uploaded it will track the versioning within Monday and always host the most current file for comments.
  6. Once ready, manager approves the file and this triggers an automation to timestamp the approval and send a notification to the requestor that it has been approved moving it to the done group.

This is a snapshot of what is possible and there are a ton of variations we can do.

Looking for a demo of a PoC? Just reach out!

Mike B
Eligeo