HIPAA
Project Management

HIPAA-Compliant Project Management Tools (2026)

Project management tools (Asana, Jira, Monday, Notion, ClickUp) often end up holding PHI in task descriptions, attachments, and comments — especially in healthcare engineering, clinical operations, and patient-onboarding workflows. Most consumer or standard plans do NOT include a BAA. This guide compares which project management tools are HIPAA eligible and on which tier.

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Conditional — HIPAA-Compliant Project Management Software can be compliant with configuration

Asana Enterprise+ and Atlassian Cloud Enterprise are HIPAA compliant with signed BAAs. Monday Enterprise supports BAA on healthcare-specific contracts. ClickUp Enterprise has a BAA path. Free, Standard, and Pro plans of these tools generally do NOT qualify. Notion does not currently offer a BAA.

Compliance Assessment

AspectStatus
Asana Enterprise+

Asana offers a BAA on Enterprise+ contracts. Includes data residency controls, audit logs, and SAML SSO required for HIPAA configuration.

Yes
Atlassian Cloud Enterprise (Jira, Confluence)

Atlassian offers a BAA on Cloud Enterprise plans. Covers Jira, Confluence, and Bitbucket Cloud. Requires HIPAA configuration through Atlassian compliance team.

Yes
Monday.com Enterprise

BAA available on Enterprise contracts for healthcare customers. Requires contract negotiation and HIPAA-specific account configuration.

With Configuration
ClickUp Enterprise

HIPAA compliance available on Enterprise plans with a signed BAA. Standard, Unlimited, and Business plans do not qualify.

With Configuration
Linear

Linear does not currently offer a BAA. Do not store PHI in Linear issues or comments.

No
Notion

Notion does not offer a BAA as of 2026. Do not store PHI in Notion pages, databases, or comments — even on the paid Plus or Business plans.

No
Trello / Asana Basic / Free plans

No BAA on free or basic tiers of any major PM tool. Even on paid Premium/Pro tiers, BAA is typically Enterprise-only.

No

Business Associate Agreement (BAA)

BAA is available

BAA availability is gated to Enterprise tiers across all major project management vendors. Atlassian Cloud Enterprise and Asana Enterprise+ are the most commonly used in healthcare engineering. Monday and ClickUp require sales-channel BAA negotiation. Notion and Linear currently do not offer BAA and should not store PHI.

How to Make HIPAA-Compliant Project Management Software HIPAA Compliant

1

Confirm Enterprise plan + signed BAA before any project handles PHI.

2

Enable SAML SSO, MFA, and SCIM provisioning to ensure access controls are auditable.

3

Restrict PHI-containing projects to a dedicated workspace with audit logging enabled.

4

Configure DLP integrations to block PHI moving to non-covered tools (Notion, Linear, etc.).

5

Disable public-share links on PHI projects.

6

Define a retention policy aligned with HIPAA retention requirements (6 years minimum).

Limitations

  • Mobile apps with offline sync can copy PHI to unmanaged devices; pair with MDM.
  • Plugin marketplaces (Atlassian Marketplace, Asana apps) may not be covered by the BAA; audit each third-party app.
  • Automation/integration tools (Zapier, Make, n8n) used with these PM tools are NOT typically HIPAA covered.
  • AI-assistant features (Asana AI, Atlassian Intelligence) may process PHI; confirm coverage or disable.

Frequently Asked Questions

Is Asana HIPAA compliant?

Only on Asana Enterprise+ plans with a signed BAA. Standard Asana, Asana Premium, and Business plans do not qualify. If your team handles PHI in tasks or comments, you must be on Enterprise+ with the BAA accepted.

Is Jira HIPAA compliant?

Yes, on Atlassian Cloud Enterprise plans with a signed BAA. Atlassian's BAA covers Jira, Confluence, and Bitbucket Cloud. Standard, Premium, and Free Atlassian plans do not qualify.

Is Notion HIPAA compliant?

No. As of 2026, Notion does not offer a Business Associate Agreement on any plan, including Enterprise. Do not store PHI in Notion pages, databases, or shared workspaces. Use a HIPAA-eligible alternative like Confluence or Asana Enterprise+ for documentation that may include PHI.

Can I use Trello with PHI?

No. Trello does not currently offer a BAA. Even though Trello is owned by Atlassian, it is NOT covered under the Atlassian Cloud Enterprise BAA. Switch PHI-related workflows to Jira if you need an Atlassian product.

Are Zapier integrations HIPAA compliant?

Generally no. Zapier does not offer a BAA. If you need automation between HIPAA-eligible tools, use vendor-native integrations or a HIPAA-eligible iPaaS like Paragon, Workato (Enterprise BAA), or build the integration directly.

What about Asana AI / Atlassian Intelligence?

Confirm whether the AI feature is covered under your vendor's BAA before enabling it on workspaces containing PHI. If it is not covered, disable the feature for those workspaces.

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