Migrate from Asana to OpenProject

Export

1. 1

   Step 1

   Export each live project

   In Asana, export the project tasks to CSV. Do the projects people still update. Archived projects can wait.

2. 2

   Step 2

   Keep a copy of the custom fields

   The CSV has a column per field. Write down which columns are required, because OpenProject custom fields are a separate setup step and the names will not match by themselves.

3. 3

   Step 3

   Note the automations

   Rules do not appear in the CSV. List the ones that assign work or move a task, and decide which are worth rebuilding.

Import

1. 1

   Step 1

   Create the OpenProject project

   Install Community edition and make the project, the statuses, and the types before you import rows. A work package needs a type.

2. 2

   Step 2

   Map columns by hand

   Bring the CSV in as work packages, matching name, description, assignee, and dates. Do one project, check it, then do the rest.

3. 3

   Step 3

   Re-invite the assignees

   Asana emails do not create OpenProject users. Create the accounts first or the assignee column will not stick.

What breaks

• Timeline, goals, and workload

  OpenProject has a Gantt view, but it is a new chart built from the dates you imported. Asana goals, portfolios, and workload do not transfer.

• Forms and proofing

  Request forms and approval stamps are not in the CSV. If a form is how work enters the team, you need a new front door.

• Comments and attachments

  A task CSV is weak on comment history and files. Download attachments you still need and add them to the work package.