Projects and timelines
Plan tasks and dates across a client project.
Asana connector
Asana runs the board. PDI keeps the client rules with the work.
Asana shows the plan and who owns each task. PDI adds the client's rules, recent decisions and approval path to the work. Portable Delivery Intelligence adds each client's strategy, rules, priorities and approvals in 1 place. Every AI tool and every teammate on the account works from that source, while human review stays in control.
What Asana does well
Rules and forms
Collect requests and move work through set steps.
Team workload
See who owns the work and what is due.
Where agencies hit the limit
Approvals happen in chat threads, not on the board.
How the connection works
Add Asana as a connector. Load each client's strategy, rules, priorities and approvals. The team works from that context. Approvals stay human.
Setup in 3 steps
Connect
Add Asana to the client delivery system.
Load
Add the current client strategy, rules, priorities and approvals.
Run
Use live work to test the context and human approval steps.
Learn the system
Read how Portable Delivery Intelligence carries client context. Then see the agency capacity model.
Questions
Is this an official Asana partnership?
No partnership or certification is claimed. The install uses Asana as a connector in the agency's delivery system.
Do approvals stay human?
Yes. People review and approve work before it moves forward.
Does Asana stay our project tool?
Yes.
How is this different from AI inside Asana?
AI inside 1 tool sees 1 tool. PDI carries client context across tools.
Bring one client account.
We map where your team's time leaks.