ToolStack
Migration Guide

Migrating from Loom to Asana

Asana supports 300+ integrations — 200 more than Loom. If integration breadth is a factor in your switch from Loom to Asana, this guide covers how to reconnect your stack after migrating.

At a Glance

Loom
4.7/5 · 2,600 G2 reviews
  • Fastest way to communicate complex ideas asynchronously — record screen + camera in seconds with zero setup
  • Loom AI automatically generates titles, summaries, chapters, and action items, saving significant post-recording effort
  • Extremely low learning curve — even non-technical stakeholders adopt it instantly, making it ideal for cross-functional PM communication
Asana
4.4/5 · 13,000 G2 reviews
  • Exceptionally intuitive and visually clean interface — one of the lowest onboarding friction tools for non-technical teams
  • Multiple project views (list, board, timeline, calendar, Gantt) included from lower tiers, giving teams flexibility without add-ons
  • Goals feature provides native OKR tracking with clear alignment from company objectives down to individual tasks
Full side-by-side comparison: Loom vs Asana

You gain with Asana

  • +roadmapping
  • +sprint planning
  • +backlog management
  • +Kanban boards

Migration Steps

1

Audit and export your current workspace

Before touching Asana, document what lives in Loom: projects and tasks, custom fields, automations, integrations, and team permissions. Export a full CSV backup — most tools support this from Settings → Export. Pay particular attention to any workflow automations that your team relies on daily.

2

Set up your Asana workspace

Create your Asana workspace and replicate your project structure using tasks and sections. Start with the free tier — it covers the core workflow before you commit to a paid plan. Run with a single pilot team before migrating everyone.

3

Map your workflow equivalents

Find the closest Asana equivalent for each Loom feature your team relies on. projects and tasks in Loom maps to tasks and sections in Asana. Asana supports custom fields — recreate your Loom field schema here first. Gantt-style timeline views are available if your team used them in Loom. Prioritise the critical path: task creation, status tracking, and assignment.

4

Import your data

Asana supports CSV import for tasks and projects and has 20+ native integrations. After importing, rebuild your key automations — Asana's automation engine can replicate most rules you had in Loom. Start with your most active project rather than importing everything at once.

5

Onboard your team

Run a 30-minute walkthrough covering the daily workflow: how to create tasks and sections, update status, and find your board. Expect a moderate ramp — most engineers and PMs hit their stride within a week. The biggest adjustment is usually the sprint ceremony workflow.

6

Run Loom in parallel for two weeks

Keep Loom read-only while your team works primarily in Asana. This reduces risk and lets people reference historical context — old decisions, archived tickets, past sprint data — without slowing the migration. After two weeks with no new work going into Loom, archive the workspace and make Asana the official home.

Ready to switch?

Read the full Asana review for pricing, integrations, and team fit details.

Read Asana Review →Compare Loom vs Asana