Migrating from Asana to Loom
Loom fits freelancer and startup teams best and has a easy learning curve. If you're moving from Asana, the first week is the hardest — new UI, different terminology, rebuilt automations. This guide compresses that learning curve with a step-by-step migration plan.
At a Glance
- 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
- 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
You leave behind
- −roadmapping
- −sprint planning
- −backlog management
Migration Steps
Audit and export your current workspace
Before touching Loom, document what lives in Asana: tasks and sections, custom fields, automations, integrations, and team permissions. Export a full CSV backup — most tools support this from Settings → Export. Pay particular attention to any custom fields and workflow automations that your team relies on daily.
Set up your Loom workspace
Create your Loom workspace and replicate your project structure using tasks and projects. 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.
Map your workflow equivalents
Find the closest Loom equivalent for each Asana feature your team relies on. tasks and sections in Asana maps to tasks and projects in Loom. Prioritise the critical path: task creation, status tracking, and assignment.
Import your data
Loom supports CSV import for tasks and projects and has 20+ native integrations. For automations that don't have a native equivalent in Loom, Zapier or Make can bridge the gap. Start with your most active project rather than importing everything at once.
Onboard your team
Run a 30-minute walkthrough covering the daily workflow: how to create tasks and projects, update status, and find your board. Loom has a gentle learning curve — most PMs are fully productive within 1–2 days. Focus the session on the UI differences rather than feature training.
Run Asana in parallel for two weeks
Keep Asana read-only while your team works primarily in Loom. 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 Asana, archive the workspace and make Loom the official home.
Ready to switch?
Read the full Loom review for pricing, integrations, and team fit details.