How To Manage Your Requests And Approvals In ASANA 🚀
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- Опубликовано: 24 июл 2024
- If you're receiving intakes for requests and approvals through various tools like Slack, email, Asana, and others, you know how quickly they can build up and become overwhelming. In this video, I'll show you how to manage your approvals and requests inside of Asana.
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As your team scales, managing approvals and requests can become more complex, and you need a better way to manage them all. That's where Asana comes in. As an Asana expert and business process consultant, I'll share with you two ways to manage your approvals and requests in Asana. The first one is within the project, where you can create rules to ask the person responsible for approving to take that action. The second one is through a project dedicated to marketing requests and approvals, where you can use sections like "in review," "needs information," "approved," and "rejected" to manage the approval process more rigorously.
With these tips, you can streamline your approvals and requests workflow and alleviate stress. Asana is a big open box, and you can customize it to your needs. So, whether you're new to Asana or want to optimize your current workflow, this video is for you. Don't forget to subscribe to this channel and hit the like button if you find this video valuable.
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 create your own processes, as well as how to use my favorite tool for managing my life and business, Every day, I create systems to improve the businesses of my clients, automate workflows to make work easier, and align teams and organizations. Weekly doses of inspiration are delivered every Thursday
How To Manage Your Requests And Approvals In Asana.
Thank you, Marquis, this content is awesome and super helpful!
Glad it was helpful!
This brought me some breakthrough! Woo! Thanks so much for making this video.
We're currently migrating from ClickUp to Asana. Your content has been extremely helpful.
Thank you so much for your kind words! Since you're in the process of migrating from ClickUp to Asana, you might find our specialized services in data migration and workflow optimization within Asana particularly useful. Feel free to check out our website for more info: www.cirface.com
Best of luck with your migration!
Hi Maruis,
Do you have a video on how to build this type of template/workflow. I want to use a workflow like this where the sections are used as status "To Do, In Progress, To Be Approved, Done".
I don’t have a video on that specifically, but it all depends on how you setup your rules. The sections won’t matter, so long as you tell Asana what actions you want your tasks to trigger when they move to each section. Hope that helps!
This is great. I am looking to use this as a transaction management system for my real estate brokerage if you have any tips or tricks on that :)
I'll add that to my list to answer in a future office hours segment. Great question. I would start out by saying that you should use custom fields for the different metrics and data that you want to track. How far have you gone with building out this solution?
Hi! What about if it needs to pass from approver to approver? Do you have a solution for multiple approvers?
I also would like this question answered, since only one person can be assigned at a time.
Hi, thanks for watching!
I have a solution for multiple approvers in a workflow. Check out one of my recent videos for a workaround (How to Manage Your Marketing Content Approvals with Asana)
ruclips.net/video/leW8FnRpXzQ/видео.html
I hope it helps!