- Видео 258
- Просмотров 740 458
Marquis Murray
Канада
Добавлен 5 авг 2020
Welcome to my channel! I'm Marquis Murray and my goal with this RUclips channel is to help you get the most out of your technology to gain clarity about the work within your organization. You'll learn how to create your own processes and use my go-to tool for staying on top of my life and business, Asana.
As a global Asana Solutions Partner and CEO of a process improvement consultancy (www.cirface.com), I spend my day creating systems to better my clients' businesses, creating automated workflows to make work easier, and standard operating procedures to align teams and organizations. Subscribe to this channel if you want to keep up to date with my content!
Follow me on Instagram at marquisamurray and LinkedIn at www.linkedin.com/in/marquisamurray
As a global Asana Solutions Partner and CEO of a process improvement consultancy (www.cirface.com), I spend my day creating systems to better my clients' businesses, creating automated workflows to make work easier, and standard operating procedures to align teams and organizations. Subscribe to this channel if you want to keep up to date with my content!
Follow me on Instagram at marquisamurray and LinkedIn at www.linkedin.com/in/marquisamurray
Why You’re Wrong About Asana Reporting: Powerful Features You’re Missing
This video was inspired by a viewer comment that claimed Asana's reporting is “terrible”, so I had to set the record straight! I’ll show you how to use Asana reporting like a pro, including some of the AI tools that make it easier than ever to create insightful dashboards of data you actually need.
Need help with Asana?
☎️ Book a call with me: cirface.com/book-a-call
📧 Subscribe to our newsletter: cirface.com/newsletter
🌐 Check out our website: cirface.com/
Don’t forget to subscribe!🔔
ABOUT OUR CHANNEL📜
This RUclips channel is created by me, Marquis Murray, and my goal is to help you gain clarity about the work within your organization by creating systems and processes. You'll learn how to cre...
Need help with Asana?
☎️ Book a call with me: cirface.com/book-a-call
📧 Subscribe to our newsletter: cirface.com/newsletter
🌐 Check out our website: cirface.com/
Don’t forget to subscribe!🔔
ABOUT OUR CHANNEL📜
This RUclips channel is created by me, Marquis Murray, and my goal is to help you gain clarity about the work within your organization by creating systems and processes. You'll learn how to cre...
Просмотров: 241
Видео
📝 How to Sync Meeting Notes Between Fellow AI Meeting Note Taker, Asana & HubSpot | Tutorial
Просмотров 358Месяц назад
In this video, I show you how I use Fellow AI Meeting Note Taker to automatically sync my meeting notes and action items with Asana and HubSpot. I'll walk you through setting up the integrations, configuring your settings, and demonstrate how action items and meeting notes seamlessly sync between Fellow and Asana as well as HubSpot. #fellow #ai #notetaking 🔴 Try Fellow now and get 10% off your ...
Asana Updates Sep + Oct 2024: AI Chat in Slack, Portfolio Rules, & More!
Просмотров 556Месяц назад
Here's some of Asana updates I'm most excited about from the September and October 2024 releases! In this video, I'll show you how Asana's new AI chat works in Slack, how to set up automatic status updates with project summaries, the new portfolio grouping and rules, and how to roll up estimated time from subtasks to your portfolio view. #asana #ai #slack Need help with Asana? ☎️ Book a call wi...
Asana for Beginners ✅ Key Terms You Need to Know to Get Started
Просмотров 8362 месяца назад
If you and your team are new to Asana or thinking of switching from other tools, this video is for you. In this "Asana for Beginners" guide, I walk you through the essential key terms and features you need to understand to get the most out of your Asana instance. I go through basic Asana features like projects, tasks, subtasks, custom fields, and more to show you how they work and how you can u...
How Fellow’s AI Meeting Note Taker Streamlines My Sales Calls & Proposals
Просмотров 2892 месяца назад
How Fellow’s AI Meeting Note Taker Streamlines My Sales Calls & Proposals
How to Use Asana Portfolios | Full Tutorial with AI Features 🚀
Просмотров 1,8 тыс.2 месяца назад
How to Use Asana Portfolios | Full Tutorial with AI Features 🚀
I Quit My Job with Two Kids and No Security. Here’s What Happened.
Просмотров 3492 месяца назад
I Quit My Job with Two Kids and No Security. Here’s What Happened.
How to Use Asana Rule Variables to Automate Your Workflows
Просмотров 5373 месяца назад
How to Use Asana Rule Variables to Automate Your Workflows
Asana Automation for Marketing: Streamline Your Intake Process with Advanced Rules | Matias Blando
Просмотров 3733 месяца назад
Asana Automation for Marketing: Streamline Your Intake Process with Advanced Rules | Matias Blando
Using Asana AI to Tackle Common Project Challenges | Kelly Perry | Asanathon 2024
Просмотров 4333 месяца назад
Using Asana AI to Tackle Common Project Challenges | Kelly Perry | Asanathon 2024
How to Automate Onboarding with AI & Asana | Terrance Bryant | Asanathon 2024
Просмотров 1693 месяца назад
How to Automate Onboarding with AI & Asana | Terrance Bryant | Asanathon 2024
How to Optimize Asana Workflows: Live Audit with Marquis Murray | Asanathon 2024
Просмотров 1923 месяца назад
How to Optimize Asana Workflows: Live Audit with Marquis Murray | Asanathon 2024
How Asana is Revolutionizing Work Management with AI 🚀 | Craig Barber Fireside Chat @ Asanathon 2024
Просмотров 1893 месяца назад
How Asana is Revolutionizing Work Management with AI 🚀 | Craig Barber Fireside Chat @ Asanathon 2024
Asana Pro Tips: 4 Do's and 4 Don'ts for a Cleaner Workflow | Bastien Siebman
Просмотров 3793 месяца назад
Asana Pro Tips: 4 Do's and 4 Don'ts for a Cleaner Workflow | Bastien Siebman
🤖 How AI is Transforming the Way We Work | Panel Discussion | Asanathon 2024
Просмотров 1963 месяца назад
How AI is Transforming the Way We Work | Panel Discussion | Asanathon 2024
💡The one question changed everything for my business.
Просмотров 983 месяца назад
💡The one question changed everything for my business.
Asana August 2024 Updates: Stacked Bar Charts, Sandbox Environment, and More!
Просмотров 6003 месяца назад
Asana August 2024 Updates: Stacked Bar Charts, Sandbox Environment, and More!
How to Set Up Meeting Guidelines & Analytics in Fellow
Просмотров 2014 месяца назад
How to Set Up Meeting Guidelines & Analytics in Fellow
How to Create and Use Asana Templates to Streamline Your Projects
Просмотров 1,7 тыс.4 месяца назад
How to Create and Use Asana Templates to Streamline Your Projects
Asanathon is Back 🚀 (And You're Invited!)
Просмотров 1114 месяца назад
Asanathon is Back 🚀 (And You're Invited!)
What's New In Asana July 2024 🚀 | Smart Projects, Smart Goals & Portfolio PDF Export
Просмотров 5534 месяца назад
What's New In Asana July 2024 🚀 | Smart Projects, Smart Goals & Portfolio PDF Export
Fellow Copilot: Your Ultimate AI Meeting Assistant
Просмотров 8054 месяца назад
Fellow Copilot: Your Ultimate AI Meeting Assistant
How to Manage Remote Teams with Asana 🚀
Просмотров 9035 месяцев назад
How to Manage Remote Teams with Asana 🚀
Simplified Scrum Project Management in ASANA 🚀 | Asana Tutorial
Просмотров 1,1 тыс.5 месяцев назад
Simplified Scrum Project Management in ASANA 🚀 | Asana Tutorial
How to Use Fellow to Organize Your Meetings: A Beginner's Guide
Просмотров 1,1 тыс.5 месяцев назад
How to Use Fellow to Organize Your Meetings: A Beginner's Guide
Asana May & June 2024 Updates: AI Smart Rules, Weighted Goals, & Better Capacity Planning
Просмотров 6395 месяцев назад
Asana May & June 2024 Updates: AI Smart Rules, Weighted Goals, & Better Capacity Planning
🚫 Top 5 Common Asana Mistakes Teams Make and How to Fix Them
Просмотров 1,9 тыс.6 месяцев назад
🚫 Top 5 Common Asana Mistakes Teams Make and How to Fix Them
I Need Your Help: Something's Broken
Просмотров 2056 месяцев назад
I Need Your Help: Something's Broken
My First Impressions of ClickUp as an Asana Expert
Просмотров 4546 месяцев назад
My First Impressions of ClickUp as an Asana Expert
Nice video. Btw. your setup and lighting is remarkable 👌🏾
Thanks so much! It’s been a lot of trial and error.
Haters are gonna hate
LOL. Yep!
Oh man, I stumbled across your channel because I'm implementing Asana at my now 8 month old Agency that I started with my best friend. We're both Canadian's with 2 kids each and made the leap not long ago. This gave me a lot of energy to keep going! Thank you for posting this and thank you for broadcasting your knowledge!
Wow. I love getting comments like this. I’m so glad you found this video and that you resonated with it! Cheering you on, Michael-keep going!
These are terrible examples but I guess it shows how it works anyway. What I mean is that all of your sub-goals are actually just work items, they're not goals per se. The whole idea of goals, as shown by the available metrics types, is that they can be measured and fed from different projects. Like a $ amount or a # of stores. Here your subgoals are just basically "done" or "not done". This is a milestone, not a goal. It's important because with your example, subgoals serve no better purpose than milestones. You could have used "# of locations secured", or something like that that really make sense over several projects
Thanks. I’ll remember that next time.
Great video! Welcome back 🎉
Thank you!! 😁
I’m sorry but there is absolutely NO reason that this video should be an hour long. Please cut it short and stop talking so fast.
Sorry it was too long for you. Try the chapters next time so you can skip to what is relevant.
what for to move deals from hubspot to asana? why now use just hubspot? I do not understand aim.
The workflow is more advanced than a simple push from HubSpot. A 3rd party tool is needed to aggregate all of the data.
I need the "How to" Meaning.. I need help with the actual building of a chart. I am new to Asana and I will not let this beat me.. lol I am very close to figuring it out. Do you have a video for Starters?
I just put out a new video. Give it a try. Why You’re Wrong About Asana Reporting: Powerful Features You’re Missing ruclips.net/video/UFnXsy0Pbh0/видео.html
This is so inspiring, I am at a point where I really appreciate this video. I believe it is time to step out. Thank you Marquis for sharing
Thanks for the comment. I’m so glad this resonated with you! Go after it-you’ve got this!
Criticism. I think I would appreciate it if your videos started with a scenario like: bill I want you to learn our SOP's. Then show bill going into asana finding the SOP and interacting with it. After that scenario completes show us how you set that up. its verry difficult to hold on to all the side options you are showing us if we don't have an objective to apply it to.
Thanks for the feedback. I’ll consider that for future videos.
Love the template in this demo? 🎉 Download it here: cirface.com/asana-templates
Love the template in this demo? 🎉 Download it here: cirface.com/asana-templates
🚀Save hours with our ready-to-use Asana templates: cirface.com/asana-templates
🚀Save hours with our ready-to-use Asana templates: cirface.com/asana-templates
🚀Save hours with our ready-to-use Asana templates: cirface.com/asana-templates
🚀 Save hours with our ready-to-use Asana templates! cirface.com/asana-templates
🚀 Grab our battle-tested Asana templates! cirface.com/asana-templates
great video! super clear!
Thanks for watching!
Excellent intro! This video was featured on The Daily Demo.
That's awesome. Thanks for sharing!
Hi. Great video. Thanks. Do you know how to add a file field to my tasks? click up is easy to do that, here in asana I don't find it, even in custom fields I can't add it. I know I can add fields inside each task but I want to try to reduce clicks. Even adding Inside the task when I close it doesn't show that that task have a file inside. that is very bad if I've 30 tasks and I don't know if a task have a file inside or not, no indication that it have one.
It’s a great suggestion, but no, there isn’t a file field. You could use a text field and add a link to the file.
I'm still not sure Asana is the best tool for Scrum tracking. I hate to ask this, but are there other alternatives? I was looking at Zoho Sprints...
I’m not familiar with Zoho sprints, but I do know that there is an integration with Asana.
Great video! Thanks for sharing this Marquis. I love that your subscribing to EOS and customizing scrum to what works for you. Keep up the great work. I'll be sharing this with my team so we can works towards this!
Thanks so much! I hope your team enjoys it!
Thank you so much, exactly what I wanted to created and implement.
You’re very welcome!
can tasks be assigned directly when created and chose in the form?
Hey, thanks for watching! Yes, you have two options for that: 1. In the form settings, you can set a default assignee so every time a task is created from the form, it gets assigned to that specific user. 2. Using custom fields and rules. E.g.: Custom field option set to 1, Task is assigned to User 1. Otherwise, if Custom field option set to 2, Task is assigned to User 2. Hope this helps!
This is valuable. It would be even better if it were higher resolution.
Thanks for the feedback! Can you let me know what the resolution issue was. Was it with the screen share or the overall video quality? I’d love to improve it for future content.
@@MarquisMurray As with so many things, the problem turned out to be the user. "Auto" resolution presented it too fuzzy. But when I went into settings and selected 1080p it was fine.
Love your style of teaching. Thank you, Marquis.
I appreciate that! Thank you!
Is this still the same board you're using today? :)
Hey, thanks for watching! You should take a look at this video: ruclips.net/video/Y-OZMni43uQ/видео.html Let me know if it is helpful
@ thanks I’ll check that out in the morning! 🫶
Love the template in this demo? 🎉 Download it here: cirface.com/asana-templates/p/invoice-tracker-asana-template
Thank you so much for this
You're so welcome!
Sorry, this isn't a 'How to Build' guide, It's a demo of what was already created. There are several steps / information missing in order for this to be a proper guide on how to build an invoice tracking system.
Thank you for the feedback. The project used in the video is available for purchase as an Asana template if you'd like to implement this workflow. Let me know if you have any questions! cirface.com/asana-templates/p/invoice-tracker-asana-template
I dig the rickenbacker bass in the back
Thanks! I love it!
Do you have projects for every campaign channel you have or do the campaign channels fit into which ever main project that best fits. For example campaign channel facebook ads goes to your paid ads project?
Good question. We go with the second method you mentioned. Instead of creating separate projects for each campaign channel, we organize them under broader projects. For example, Facebook ads would fit into a [Paid Ads] project along with other paid ad campaigns like Google Ads. This way, everything stays streamlined and keeps things organized without creating too many projects.
@@MarquisMurray Awesome. Thanks so much! Love your videos.
Hi Marquis. I really appreciate your videos. I'm struggling with the lack of printing options in Asana. Online help and support forums haven't been helpful. For me and my team, it's almost a non-starter to not be able to print the visual graphs and to save them off as images. Can you address this for me? The repeated instruction to "select the print" function is maddening because there is no print option in the timeline view. Thanks.
Thank you for watching! I am sorry to hear that. Regarding the graphs in the dashboard view, you can save them as images or, copy and paste them somewhere else (as images). Unfortunately, the timeline view cannot be printed or exported yet. This is a highly requested feature so I believe Asana will address it soon.
The Asana integration is exactly what we needed!!! So tired of copying and pasting action items into asana 😂
This is an outstanding video
Thank you! Glad you found it helpful!
This is good, but they Key things for a Project Manager to present to the higher management is reporting, which is Velocity, Burn Down, Burn up, Release planning etc. Can we achieve these reports from Asana?
Asana does have some built-in reporting features, like Universal Reporting, capacity plans and custom dashboards that can help you track project metrics. They've also added burndown charts to project dashboards recently, which is exciting to see! It seems like Asana is actively working on improving its reporting capabilities. That said, for more advanced reports like Velocity, Burn Up, or detailed Release Planning, Asana doesn’t offer these features natively yet. You’d likely need to customize things or consider integrating with tools like Jira or Tableau to get exactly what you need.
This is great. Do you know of any Asana coaches? Is someone who can build SOPs and Autoamte Asana?
Glad you found it helpful! You might find our Asana Support Packages useful, as we offer consulting hours to guide you through automating tasks in Asana. Feel free to check them out or submit a form with what you’re looking for cirface.com/asana-support
TAB + V and TAB + B are by far the best integrations ive found for my company ✅
Nothing better 😅
Thank you so so much for this video, but I was thinking, since the video is a demo, you would have made it to be clearer since there was no client information that you were trying to protect. I heard to strain my eyes just to see what you where clicking so that I could repeat the same from my end.
Noted. Will keep it mind next time. Thank you for the feedback!
Asana is terrible for reporting - like literally the worse reporting ive seen. To say there is no limit to what you can do is simply not true. I dont want to see a chart I want to see the tasks on the dashboard
Thanks for the feedback. Your comment inspired me to make a quick video of how you can better utilize the reporting functionalities. Be on the lookout for it when it drops!
Looking to get more out of Asana? Get your licenses through Cirface to save 10-15% AND get expert support, templates, and training at no extra cost! cirface.com/asana-licenses
So excited about the Slack integration 💫
Hello 👋 can you be my mentor on Project management?
That’s a nice thought. I wish I had the time!
I enjoyed the class You delivered profoundly ❤ Thank you
Thanks for the kind word. Glad you enjoyed it!
Great tutorial - The deal breaker for me is not being able to have a 1 : many relationship between contacts and companies and conduct activities at both of those levels
I hear you, this is one of the limitations of using a work management tool like Asana as a CRM. It’s not perfect but I’m confident that future updates will bring solutions to improve this use case
Is there a way you can put in estimated time to complete projects/tasks and bill rates so consulting companies can use this as a benchmark for how much a project will cost and how long tasks should take?
Yes! I just recorded a new video on how to do this at the project level and the portfolio level. I'll let you know when the video is released.
Great Video. Just Subscribed
Thank you so much! I really appreciate the support.
Is there a way to convert sub tasks to tasks easily?
Hey Sam, unfortunately, no. As of now, subtasks can only live under a parent task. There are two options to "solve" this. 1. Create a new task and replicate the information from the subtask. 2. Multi-home the subtask to any section in the project and, even though it
Powerful message! Thank you!
I appreciate that, thanks for watching!
@marquis I would be appreciate if you can assist me. I have issues with running rules on asana
What seems to be the problem?