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      Asana Training [Convention Setting & Adoption]

      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:

      1. Use cases and best practices from Asana experts.
      2. How to set standards for your team around how you use Asana.
      3. How to setup your Asana instance for success.
      4. 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

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