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  • Kicking off Asana

  • Meet Asana Asana makes it easy for us to collaborate and accomplish our goals.

  • Asana is how we track

    who is doing

    what by

    when

  • You won’t have to spend

    SOURCE: MCKINSEY GLOBAL INSTITUTE, “THE SOCIAL ECONOMY”

    12 hours of your week answering Email

    8 hours of your week hunting down internal information

    6 hours of your week communicating back and forth with stakeholders

  • It’s powerful and intuitive

  • Tasks A task is a piece of work that we need to do. When it’s done we simply mark it complete. With tasks, you can:

    • Add an assignee

    • Set a due date

    • Provide a description

    • Upload attachments

    • Loop in followers

  • Projects Projects are flexible collections of tasks that let us build workflows and track our progress across tasks.

  • 192

    Conversations Conversations are threads of communication between all team or project members.

    Let’s brainstorm video ideas

  • How we use Asana

  • When to use Asana

    Instead of an email, create a task when you:

    • Have a question

    • Have a request

    • Need a piece of work done

    • Have information to store for future reference

    Instead of a meeting, create a conversation when you:

    • Have an announcement to make

    • Need to have a discussion with all project members

    • Need to have a discussion with all team members

  • Start your day in My Tasks

    My Tasks shows you all the tasks you’ve been assigned.

    • Mark new tasks for Today, Upcoming, or Later.

    • Take a look at the tasks in your Today section and manage expectations on what you will complete today

    and what you’ll have to put off for later.

    • Start marking tasks off!

  • V Etiquette and conventions

    CREATING TASKS

    Provide context in the description, check the

    assignee’s My Tasks, and set reasonable due dates.

    CREATING PROJECTS

    Provide context & workflow instructions in description, use sections, set a project

    owner and due date.

    TEMPLATES

    Tasks or Projects beginning with “[TEMPLATE]” are to be

    copied and not directly edited.

    POSTING CONVERSATIONS

    Be mindful of noise and over communication. @mention any relevant projects, tasks

    or people.

    NO BLUE, NO RED

    Keep your My Tasks list up to date by triaging new tasks and adjusting due dates on

    overdue tasks.

    SUBTASKS

    Let the assignee know there is a parent task in the

    description and don’t go deeper than two levels.

  • Learn more about Asana

  • Task me a question If you have a question, assign me a task for it and I’ll get you an answer.

    Asana Guide Orientation Video Learn best practices and how 


    to use key features.

    http://asa.na/4l

    Learn the basics of using Asana 
 in 30 minutes.

    http://asa.na/4m

    If you need help

    http://asa.na/4l http://asa.na/4m