How to create Workflows in Asana

Поделиться
HTML-код
  • Опубликовано: 22 дек 2024

Комментарии • 42

  • @Sasha0927
    @Sasha0927 9 месяцев назад +1

    I've just joined a creative team and my boss wants me to help optimize their workflow, so this comprehensive and informative video is a gift to me. I'll be watching (several) others like it to prepare for my start on Monday!

    • @minor-co
      @minor-co  9 месяцев назад +1

      Thanks, please let me know if you need more help!

    • @Sasha0927
      @Sasha0927 9 месяцев назад

      @@minor-co Thank you, I just might! This place has a newsroom, "deadlines don't exist until they do and then it's a mad scramble" vibe, so I'm leaning heavily into project / task templates and rules to seamlessly transition work. We'll see if it's helps the team and keeps boss happy. 🙃

  • @shawncopeland2534
    @shawncopeland2534 Год назад +1

    Moving back from Trello to Asana. So glad I came across your video tutorials. Great content and instruction. Thank you for sharing!

    • @minor-co
      @minor-co  Год назад

      Thanks and welcome back 😀

  • @carrieminns
    @carrieminns Год назад +3

    Fantastic video. Thank you so much. Your knowledge and expertise is so helpful!

    • @minor-co
      @minor-co  Год назад

      Glad I could help 🙏

  • @RalphJErvin
    @RalphJErvin Год назад

    Excellent video. Incredibly, I spent the 2 days before this release searching and reviewing videos for content on workflows to use to better manage my youtube channel. Thanks as always for sharing your expertise.

    • @minor-co
      @minor-co  Год назад +1

      Thanks, I'm glad this helped 😀

  • @jacobhartley6670
    @jacobhartley6670 5 месяцев назад +1

    Thanks homie, this video helped a lot!

    • @minor-co
      @minor-co  5 месяцев назад

      Great to hear!

  • @ashishshrestha7179
    @ashishshrestha7179 6 месяцев назад

    Thanks for the video. It was helpful . Is there anyway to automatically add same task through the form in same project everyday and assign a person in charge for the task.

    • @minor-co
      @minor-co  6 месяцев назад

      If you'd like to create a task that repeats each day, I'd recommend just creating a task with a recurring due date instead of using the form.

  • @D_NikkiKole
    @D_NikkiKole 15 дней назад

    For workflows can I use it for training and orientation? I am the new admin at my organization which is a nonprofit, I noticed they are not using ASANA optimally and first I need to create a reusable recurring training with automated tasks, documents, and videos.

    • @minor-co
      @minor-co  12 дней назад

      Yes, this is exactly the kind of thing workflows are designed for 👍

  • @abankard
    @abankard Год назад

    Great tutorial. Exactly what I needed.

  • @sofiamateus7161
    @sofiamateus7161 Год назад

    This is extremely helpful! Thank you so much!

    • @minor-co
      @minor-co  Год назад

      Thanks, glad I could help!

  • @fionasilverspring
    @fionasilverspring 9 месяцев назад

    Thank you for this valuable video. May I ask, is it possible to auto email the person who has submitted a form into Asana? i.e. you can't set the email in an email rule because it could be anyone from the team who has submitted it although the email body text can be pre-set in the situation I'm thinking of

    • @minor-co
      @minor-co  9 месяцев назад

      You could do this with Zapier. Let me know if this is something you need help with and we can help set it up.

    • @fionasilverspring
      @fionasilverspring 8 месяцев назад

      @@minor-co Thank you, I did think that was the only way on the free version.

    • @Serg-uf4xw
      @Serg-uf4xw 8 месяцев назад

      @@minor-co would this also be the case for adding the "requester" or form submitter as a collaborator in the created task?

  • @CharlotteShurtz
    @CharlotteShurtz 8 месяцев назад

    Do you have a tutorial about how to integrate with an App - like Salesforce?

    • @minor-co
      @minor-co  8 месяцев назад

      Not at the moment, thanks for the idea.

  • @aqadaptiveintelligence
    @aqadaptiveintelligence 7 дней назад

    any way to set dates 0 days out, 2 days out , 7 days out automatically on the Free version?

    • @minor-co
      @minor-co  5 дней назад

      I'm afraid not. You would need the Starter plan to use templates and do basic rules or Advanced to create your own custom rules.

    • @aqadaptiveintelligence
      @aqadaptiveintelligence 4 дня назад

      @@minor-co sadness. is there a workaround for free versions? its silly they make you pay for setting dates. overwhelms new people.

  • @Christian-ks9yv
    @Christian-ks9yv Год назад

    Great video Paul. I was wondering if it is possible to implment the form template on a website for potential clients to fill out?

    • @minor-co
      @minor-co  Год назад

      Yes, once you create your form, you can copy the embed code to add it to your site 👍

    • @yohannesseifu8559
      @yohannesseifu8559 Год назад

      @@minor-co i need some material

  • @aliciapolak9273
    @aliciapolak9273 10 месяцев назад

    How do I reach out. Would love help setting up a board

    • @minor-co
      @minor-co  10 месяцев назад

      You can contact me here: paulminors.com/contact/

  • @jonathansmoore
    @jonathansmoore 3 месяца назад

    It would be amazing if actual time spent could be a required field before a task could be closed. Fully syncing it with Quickbooks/Zoho would be a HUGE benefit as well.

    • @minor-co
      @minor-co  3 месяца назад +1

      Yeah, that's a nice idea! What you could do is use a saved search to find completed tasks that don't have time tracked which you can then go back and update

  • @mindyschaper
    @mindyschaper 11 месяцев назад

    Great video and feature!

    • @minor-co
      @minor-co  11 месяцев назад

      Thanks, glad this was useful!

  • @BismarkSosu
    @BismarkSosu 4 месяца назад

    Should you be admin to be able to create a workflow?

    • @minor-co
      @minor-co  4 месяца назад

      No, any organisation member can create workflows within projects they have permission to edit.

  • @taylormilliken9890
    @taylormilliken9890 2 месяца назад

    I'm interested in speaking with you to help me.

    • @minor-co
      @minor-co  2 месяца назад

      Sure, please contact us here: minorco.com/contact/