\ Tracking Non Billable Work in Harvest
Log all non-billable work in Harvest under VYE-NON: Non-Billable/Catch All
- Examples of what belong here:
- Internal meetings (manager 1:1s, L10s, town halls, etc.)
- Rock assignments
- Development frameworks
- Stay Sharp time
\ Asana Department Teams & Projects
Each department has its own team and project in Asana. All projects are linked in this portfolio: VYE-NON: Department Projects
*Tip: Star the portfolio, individual teams, or projects for easy access
Team |
Project |
Responsibilities:
Department heads should be the project admin to all L10 and manager 1:1 projects. Each of these projects should live in their respective department team.
Department managers are responsible for assigning and tracking tasks in their assigned department projects. This includes:
- Adding to-do’s from L10s and manager meetings
- Adding all manager 1:1s and department meeting tasks
- Updating the due date of everyone’s task if a meeting is cancelled or rescheduled
This ensures Asana reflects accurate capacities across departments.
Project Structure
Each project has two main sections:
- Action Items
- Rock assignments
- Department to-do’s
- Certifications
- Meetings
- Manager 1:1s
- L10s
- Interviews
- HubSpot Calls
Creating a New Task
- Open the correct Asana project.
- Go to the right section (Action Items or Meetings) and click the ➕ icon.
- Fill out task details:
- Task name
- Assignee
- Due date
- Progress
- Department
- Priority (if needed)
- Quoted
- Non-Billable (if needed)
- Task description
Best Practices for Scheduling
- Use the recurring due date feature for repeating meetings
- For department meetings with multiple team members, check out this video: Efficient Meeting Scheduling Tip