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      Asana Training [Advanced]

      Advanced Asana Training

      In our 60-min training workshops you will learn:

      1. Building cross functional workflows in Asana.
      2. How to create effective and efficient projects in Asana.
      3. Monitor key project metrics with Asana dashboards.
      4. Streamline your work with approvals and proofing.
      5. Align your team with effective status updates.
      6. 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