---
title: Migrating from Asana Enterprise Legacy to Current Enterprise (A Complete Guide)
description: This comprehensive guide walks you through the complete migration process and post-upgrade verification steps.
---

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July 25, 2025

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

## This comprehensive guide walks you through the complete migration process and post-upgrade verification steps.

#### 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<https://www.richardsather.com/post/switching-from-asana-legacy-plans><https://cirface.com/blog/asana-enterprise-plans>. 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)<https://forum.asana.com/t/what-you-gain-by-upgrading-to-asana-enterprise-from-advanced-similar-to-legacy-business/719917>
- 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<https://www.richardsather.com/post/switching-from-asana-legacy-plans>
- 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<https://cirface.com/blog/asana-enterprise-plans><https://www.withorb.com/blog/asana-pricing>:

- **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:**

1. Navigate to Admin Console \> Settings
2. Locate "AI Features" toggle
3. Enable organization-wide or by team
4. Set credit usage notifications at 80% threshold<https://asana.com/product/ai>

**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

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