Advanced Asana Training
In our 60-min training workshops you will learn:
- Building cross functional workflows in Asana.
- How to create effective and efficient projects in Asana.
- Monitor key project metrics with Asana dashboards.
- Streamline your work with approvals and proofing.
- Align your team with effective status updates.
- Streamline work with advanced rules and custom fields.
🖥 Workshop 201 - 60 minutes
1. Creating Visibility with Custom Fields
- Custom field creation and types vs using Asana tags [Demo]
- Improving project tracking and visibility with task multihoming [Demo]
- The why behind multihoming
- Custom field management & best practices
2. Automating work with advanced Rules
- Exploring Asana’s custom rule builder. [Demo]
- Triggers and Actions
- Automating multi-step workflows with custom fields.
- Rules variables: Improve task level communication and next steps [Demo]
- Task, people, and date triggers
- When and how to use them.
3. Portfolio Management
- Adding work to portfolios:
- Projects and Nest Portfolios
- Portfolio Management and Best Practices
- How to plan and build your portfolios
- Using Portfolio custom fields (including roll ups) to improve status updates [Demo]
- Keeping your stakeholders informed with project status updates.
🖥 Workshop 202 - 60 minutes
1. Quick and Actionable Feedback with Proofing & Approvals
- Understand when to use different task types.
- Milestones vs. Approval Tasks
- Approval Tasks best practices
- Integrate Asana with Figma or Adobe Creative to streamline design feedback.
- Use Asana Approvals to ensure quality control is top of mind. [Demo]
2. Asana Dashboards
- Monitor the project KPIs that matter most with project dashboards
- How to create charts
- Chart types
- Exporting project dashboards
3. Project and Task Templates
- Standardize your work by converting frequently used projects to templates.
- Project template library, customization, and access [Demo]
- Standardize task creation wit Task template
- Task template use cases and how to convert existing tasks
- Capture and replicate Task type, Task Title, Assignee, Relative due date, Project, Task Dependencies, All custom fields, Task description, Collaborators, Subtasks, Attachments.
Asana Advanced Training Resources
- Click to import this “getting started” toolkit into your Asana instance.