Asana for nonprofits and churches
Use project exports to draft action lists, evidence requests and program updates.
Text it like this
Fictional example.
What Grantkeeper prepares
Board actions: Draft owner and date fields from checked minutes.
Evidence requests: Group missing records by their actual staff owner.
Milestone update: Keep completed tasks distinct from program outcomes.
What the owner provides
Send only the export or document needed for this job. You do not need to send an account password or API key for file-based work. Export it yourself from an account allowed to see the records, and include the export date and reporting period.
Limits to keep in mind
Asana supports project exports such as CSV and JSON. Check the exported project and fields before using totals. This file workflow does not assign tasks, change due dates or mark the live project complete.
Start with a limited sample. A vendor feature does not establish that a live connection is enabled for your account. Confirm access, cost and permitted actions during setup.
Sources: Asana documentation
Setup in three steps
Use project exports to draft action lists, evidence requests and program updates.
- Choose the project and reporting period for the board or grant review.
- Export the project as CSV or JSON and check the included fields.
- Confirm owners and evidence before making accepted updates in Asana.