Stack replacement

Replacing Asana and Notion

A project brief in the tracker, a project page in the doc tool, and a client who has read one of them.

What the move costs

Asana and Notion overlap on purpose: Asana projects carry briefs and descriptions, Notion pages carry the same context in more detail, and neither is authoritative. Asana has no Polaris importer or connector, so projects export to CSV and are rebuilt as workstreams. Notion pages import within fixed caps. Neither tool provides team chat, which consolidation adds.

Asana
CSV export, manual rebuild
Notion
Imports, 25 pages per run
Gained
Team chat, in the same place as the work

Two tools that both think they hold the brief

Asana projects have an overview with a brief, a description field, and often a set of tasks whose descriptions carry more context than anyone intended them to. Notion has a page for the same project, with the research, the decisions and the version the client saw.

Neither is wrong and neither is complete. The account manager works from the Notion page. The person doing the delivery works from the Asana task. When the scope changes, one of the two gets updated, and which one depends entirely on where the conversation happened.

The other thing worth naming is the absence. There is no chat tool in this stack. Coordination runs through email, through Asana task comments, and through direct messages on whatever people already have open, which means half the decisions about a project are in an inbox that nobody else can search.

Where the pieces end up

Notion is the half with an import path. Asana is the half with the work.

SourceDestinationHow it gets there
Notion project pagesDocs, nestedImports. Images, tables and databases are skipped
Asana projects and sectionsWorkstreams with lanesRebuilt by hand from a CSV export
Asana tasks with owner and dateTasks in lanesRebuilt. Fast, because the data is already clean
Asana custom fieldsLabelsCategorical fields only. Numeric and formula fields do not move
Asana portfolios and workloadNothing equivalentDoes not move. Assign the reporting to a worker instead
Asana project briefsMerged into the Docs pageManual, and this merge is the point of the migration
Email and direct-message coordinationTeam chatNew capability. Nothing to migrate

A four-stage move for a client-services team

Sequenced so that no live client project is ever mid-migration.

  1. 1

    Import Notion first and read the skipped count

    Twenty-five pages per run, sub-pages three levels deep, sixty pages and fifteen hundred blocks in total. If the skipped-block count comes back high, your project pages were mostly screenshots and embedded tables, which tells you how much of the brief was never text in the first place.

  2. 2

    Merge each Asana brief into its Notion page

    Do this before touching tasks. One page per project, holding everything, with one date at the top saying when it was last true. This single act removes the ambiguity that made the stack confusing, and it is worth doing even if you stop the migration here.

  3. 3

    Rebuild only projects that started this quarter

    Export everything from Asana to CSV for the archive. Recreate as workstreams only the projects with live delivery, and let finished client work stay in Asana read-only. Client projects that ended do not need to exist twice.

  4. 4

    Move coordination into chat and hire for the reporting

    The status emails become messages next to the work. The weekly client update that somebody assembles by hand becomes a standing task for an AI worker with the connections it needs, delivered as a comment with a file, closed by the account manager after reading it.

Questions people ask

+Which tool do we move first?

Notion, because it is the only one of the two with an importer and it takes minutes rather than days. Once the pages are in Polaris Docs, merge each Asana project brief into the matching page. Only then rebuild tasks, so the tasks get created from a single agreed description rather than two competing ones.

+Does anything import from Asana?

No. Asana is not in the Polaris connection catalog and there is no importer. Asana exports projects to CSV and JSON, which serves as an archive. Live projects are rebuilt as workstreams with lanes, and for a client-services team that usually means only the current quarter's work.

+We coordinate by email today. Is adding chat actually an improvement?

It is when the decision needs to sit next to the work rather than in one person's inbox. This stack loses scope changes to email threads that only two people can see. Whether that is worth changing how your team communicates depends on how often somebody has had to forward a thread to explain what was agreed.

+What about client access?

Polaris software is free with no seat count, so adding people costs nothing regardless of how much they read. On a per-seat tracker, client-facing collaborators are one of the more expensive line items, which is why agencies often keep clients out of the tool entirely and end up back in email.

+Can an AI worker write our weekly client update?

It can be assigned that as a standing task with acceptance criteria, given the connections it needs from the catalog. A cloud machine wakes for the task, works the tool loop, ticks the criteria as it goes and delivers the update as a comment with a file. A person reads it and closes the task, because the machine never marks its own work done.

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