How to manage contracts in Asana

What is Asana?

Asana is a project management tool that businesses use to track tasks, manage projects, and collaborate with other teams in the company. It's similar to ClickUp and Monday.com.

Creating tasks in Asana provides visibility into which projects are happening throughout the business, as well as making it clear who is responsible for which tasks and how they’re progressing.

But did you know that Asana can also be used to automate admin-heavy tasks like contract creation? 

Integrating Asana with a contract management platform like Juro enables businesses to generate contracts simply by creating or updating a task. We’ll run through how this works in more detail shortly, but first, let’s look at the role Asana plays in a manual contract workflow. 

How is Asana typically used for contract management?

Asana is used as a touch point throughout the contract lifecycle. This is because the platform is used to create contract-related tasks and update teams on their progress. Asana is often used to:

1. Request for a contract to be created and reviewed

Commercial teams often create a task in Asana requesting legal teams to create a contract for them. Usually, they will fill in the task card with all of the information needed to populate the contract, and this request will be picked up by the legal team when they next have time. 

Asana can also be used to request a contract review or approval from certain stakeholders by following the same process. 

2. Assign tasks to contract stakeholders

Asana can also be used to notify other members of the business if their support is needed with something.

For example, a sales rep might tag a member of the finance team if they need support on pricing during a negotiation. If you’re managing SaaS contracts, you might even use Asana to request support from the product team on terms relating to how the software works and how it meets certain security requirements.  

3. Store copies of a contract

It’s also common for businesses to upload a copy of a contract to Asana to provide visibility into the contract and its terms. This is useful because it means that contracts can be shared in a more structured way. But it’s no replacement for a contract repository like Juro’s where contracts can be stored, filtered, and tracked with ease. 

Is Asana an effective tool for managing contracts?

Asana can be a useful tool for contract managers. It provides businesses with visibility into the real-time status of contracts and it streamlines communications about contract-related tasks, rather than having these requests scattered across different email threads.

But Asana wasn’t designed to manage contracts and it doesn’t offer the wide range of features that teams need throughout the lifecycle. This means that businesses often have to jump between up to five more tools to get contracts over the line.

For example, while contracts can be requested in Asana, they will still need to be drafted manually in an editor like Word. You’ll also still need to use a separate eSigning tool (like DocuSign or Adobe Sign) to sign the contracts. Plus, if you want to track the information in the contract, you’ll need to create and update a spreadsheet manually to record this contract data in the first place. 

Luckily, there’s a more efficient way to use Asana for contract management and streamline the contract workflow. This can be done by connecting Asana with Juro. 

How to manage contracts in Asana and Juro

Asana can be integrated with Juro though Zapier which connects the two tools seamlessly and with no code. This integration enables businesses to do a number of things. 

Firstly, Asana users can set up a workflow whereby a contact is created in Juro automatically when a new task is added to a project.

This means that a sales rep can add a new task to a project in Asana and this will prompt a new sales contract to be created. The contract will be generated using a pre-approved template and populated using any data they provide about the deal. 

But the integration can also be used to automatically update the status of a task in Asana when a contract progresses to the next stage or requires action. This can be achieved by setting up a trigger so that the task is updated when a particular event happens in Juro.

You can also set up a workflow whereby a copy of the contract is automatically attached to a task in Asana when the contract reaches a certain milestone. This could be when it’s been drafted, or when it’s been signed by all parties. 

This means that data can pass seamlessly between the two tools, and businesses can manage their contracts from start to finish in just two platforms. 

To find out more about Juro’s integration with Asana, book a personalized demo using the form below.