Migrating from Asana Enterprise Legacy to Current Enterprise (A Complete Guide)

Overview

Organizations on Asana's Enterprise Legacy plan can upgrade to the current Enterprise plan at no additional cost, unlocking 20+ new features including AI capabilities, universal workload management, and enhanced security controls . This comprehensive guide walks you through the complete migration process, and post-upgrade verification steps.

What You Gain in the Migration

Feature Category	Legacy Enterprise	Updated Enterprise	Migration Impact
AI Features	Not Available	Unlimited AI Actions + Smart Features	New Capability Unlocked
Universal Workload	Limited Portfolio View	Cross-Project Resource View	Enhanced Visibility
Workflow Bundles	Not Available	Standardized Process Templates	New Capability Unlocked
Capacity Planning	Basic Resource View	Forward-Looking Scenario Planning	Enhanced Planning
Service Accounts	Not Available	Full-Scope API Tokens	New Capability Unlocked
Admin Announcements	Not Available	Org-Wide Banner Communications	New Capability Unlocked
Custom Branding	Limited	Full Logo/Color Customization	Enhanced Branding
Mobile App Controls	Not Available	Screenshot/Copy Prevention	New Security Controls
Guest Invite Permissions	Basic	Granular External Collaboration	Enhanced Security

Migration Process & Timeline

Phase 1: Pre-Migration (Day 0-1)

Submit upgrade request through Customer Success Manager (Cirface)
Review current seat count and plan cleanup if needed
Notify IT team of upcoming changes

Phase 2: Migration Execution (Day 1-3)

Asana Support processes backend plan switch
No downtime - users remain logged in during transition
Plan label changes from "Enterprise Legacy" to "Enterprise" in Admin Console
New features become available in UI menus

Phase 3: Post-Migration Verification (Day 3-7)

Verify all integrations (Zendesk, Teams, etc.) continue functioning
Test SAML/SCIM authentication flows
Enable AI features in Admin Console if desired
Validate new features are accessible to appropriate users

Integration Compatibility Assessment

Integration Type	Expected Behavior	Action Required
SAML/SCIM Authentication	Continues without interruption	None - existing configs carry over
Zendesk Integration	May prompt OAuth re-authentication	Re-authenticate if login fails
Microsoft Teams/Slack	Existing webhooks remain active	Test notifications post-migration
Power BI/Tableau	Built-in connectors unchanged	Refresh datasets to verify connectivity
Custom API Scripts	Token scopes remain identical	Monitor for any error responses

What Moves to Enterprise Plus

Important Note: Some features from Legacy Enterprise now require Enterprise Plus :

Audit Log API - SIEM integration capabilities
Data Loss Prevention integration
eDiscovery integration support
HIPAA Compliance controls
Enterprise Key Management (customer-controlled encryption)
Data Residency choice (EU, US, Japan, Australia)

Evaluate whether these advanced compliance features are critical before proceeding.

Post-Migration Feature Enablement

AI Features Activation:

Navigate to Admin Console > Settings
Locate "AI Features" toggle
Enable organization-wide or by team
Set credit usage notifications at 80% threshold

New Admin Controls:

Universal Workload: Automatically available in Reporting section
Workflow Bundles: Accessible via Project Templates
Service Accounts: Admin Console > Apps > Service Accounts
Guest Permissions: Admin Console > Security > Guest Management

Risk Mitigation & Rollback Planning

Minimal Risk Migration:

Backend-only changes with no data modification
User sessions remain active during switch
Existing project structures unchanged
All custom fields and workflows preserved

If Issues Arise:

Contact Asana Support immediately for investigation (Cirface will support)
Document specific error messages or failed authentication attempts
Legacy Enterprise plan cannot be restored once migration completes
Focus on fixing integration authentication rather than rollback

Success Metrics & Verification Checklist

✅ Migration Complete When:

Admin Console shows "Enterprise" (not "Enterprise Legacy")
AI features appear in project toolbars (if enabled)
Universal Workload accessible in Reports section
All integrations authenticate successfully
Users can access new Workflow Bundles
Service Accounts can be created in Admin Console

📊 Measure Success:

Time to resolve any integration re-authentication: <24 hours
User adoption of new AI features: Track via Admin Console insights
Workflow efficiency gains from new features: Monitor project completion rates