Convention Setting Asana Training
Asana is a very customizable and versatile tool that grants a lot of autonomy to the user. To get the most out of it and accomplish our goals, we want to avoid a messy and disorganized space with the use of conventions.
In our 60-min training workshops you will learn:
- Use cases and best practices from Asana experts.
- How to set standards for your team around how you use Asana.
- How to setup your Asana instance for success.
- Define your own ways of working within Asana.
🖥 Workshop 103 - 60 minutes
1. The Why Behind Convention Settings
- Align your team around “how we use Asana here.”
- Get on the same page early by discussing and documenting how you will approach the creation and the buildout of your Asana instance.
- Creating, Assigning, and Completing tasks: Dos and Don’ts.
2. Setting Up Your Asana Instance for Success
- Communication best practices: Streamline communication across your different tools
- Configuring your Asana instance:
- Setting up your profile and notifications
- Establishing your hierarchy: Teams, Projects, & custom field governance.
- Portfolio management
- Project and task naming conventions.
3. Data & Privacy
- Understanding access and privacy settings
- Project visibility, user access
- Guests vs members
- Data sharing and customer information
- Form and project view link sharing
- Adding new members to Asana and sharing project information.
🖥 Workshop 104 - 60 minutes
1. Task Conventions
- Writing a good task (naming conventions for tasks and templates.)
- Updating tasks assigned to you vs. others.
- Using Subtasks effectively and how they fit into your project progress.
2. Project Conventions
- Creating a good project
- Filling out the Overview tab
- Using messages
- Adding to portfolios
- Managing projects
- Creating and sending status updates
3. Email Conventions
- Using team Messages
- Using email notifications when starting with Asana
- Reducing email within your team
- Keep as much in Asana as you can.
- Reinforcing your conventions: Creating safe places in Asana to play and test
Asana Executive Visibility Training Resources
- Click to import this “getting started” toolkit into your Asana instance.
- Establish Asana Conventions Help Doc
- Click this link to import your own Convention Setting checklist in your Asana.