I understand why it’s asked, too. But there’s no one right project view. The new and improved Asana for Microsoft Teams integration Staying connected and organized is always important, but remote connection has become an integral part of our work as many teams continue to work while distributed. Asana is one of the best project management tools, but it might be tricky for new users to navigate its many features. You can visualize projects as a list, board, calendar, or timeline. Simply go to the project header drop down and select Convert to template. These early project decisions are key to starting your project on the right track, and will make it easier for your team to track and execute work all the way through the finish line. Deciding how you’ll visually track and manage your work is critical to setting your team up for success. Perhaps you have one major client that is a team, and the rest are projects. Start by exporting your work as a .csv file and uploading that file into Asana. Learn more about importing spreadsheets in our guide article. From there, Asana will populate the task name, description, assignee, due date, and more. If you’re still unsure, I recommend starting with Projects and then adjusting from there. Instead, each customer was a task with various subtasks (and subtask sections) within it. His work has been featured in outlets such as, Project Management Pros consults and equips organizations in how to deploy and optimize Asana task management software. And there’s no reason it can’t be a hybrid approach, either. Here’s what our blog calendar looks like, tags and all: Learn more about Dashboards charts in our guide. Depending on what type of project you’re managing, your team might benefit from a to-do list style view, a Kanban board, a Gantt-style chart, or a calendar. 2. This post comes with a video! After earning an MBA, he became executive director of a nonprofit by age 24 where he first used Asana. Asana is a cloud-based task management solution that allows businesses to manage, collaborate, communicate, and organize their tasks and projects. So how I start planning my projects is by creating a Workflow which then has individual Projects inside. What is the best way to organize clients in Asana? Learn how Asana works with documentation, suggested ways to use Asana, and videos to help your team get the most out of Asana. In other cases, a client would work best as a PROJECT with different sections breaking down the work required. By How it Works. p.s. Create a project for each of your main activities. We organize our blog posts by theme, but you can use Asana tags in many other ways. Asana users can create tasks, assign them to team members, set due dates, add notes, attach files, create internal checklists, and communicate with others through comments. It allows teams to share, plan, organize, and track the progress of the tasks. Oct 28, 2020. Beyond that, different team members and stakeholders might want to see information in different ways, depending on why they’re viewing your project. How I organize my content so it’s easy to find and access; What I store on Google Drive and Dropbox; Creating a content calendar in Asana; What I include in my Content Planner spreadsheet; How I Keep My Content Organized in Google Drive, Dropbox, and Asana. If this sounds all too familiar, a tool like Asana might be the solution you need to organize your busy personal life.. But to help your team get their best work done, you also need to track more information. There are 2 primary factors that will help you decide what’s right for your organization: In some cases, a client would be best as a TEAM if you have many projects serving them occurring simultaneously. I’ve also consulted companies where a TASK worked best to represent each client. Let’s take it step by step. And bear in mind that you’ll probably never find the perfect way to organise your work. Once tasks are created, you can group them into projects and invite team members to brainstorm, assign subtasks, and work to achieve their goals. Start by exporting your work as a .csv file and uploading that file into Asana. Todd is the founder of Project Management Pros. You know the feeling: you’re getting started on an exciting new project, but now that you’re actually sitting down to finalize the project plan, you have some tough decisions ahead of you. Start by creating a new Project named, "Weekly Schedule" and add columns for each day of the week (Monday, Tuesday, Wednesday, etc. How To Use Asana To Organize Your Business 1 | Asana Makes It Easy To Plan Your Projects. I have a workflow for my website, one for my network marketing business, one for my coaching business, and one for my membership site. Types of projects you can manage in Asana. This would make projects too cumbersome. If it is good enough for them, it is probably good enough for you. Error: Please select a workspace before adding link. An example of this would be a manufacturing company tracking a variety of tasks related to its wholesalers. Although I prefer to avoid keeping the majority of work as subtasks, in this scenario it was necessary. Copyright © 2013–2020 Project Management Pros. For more Asana tips, check out our Best Practices—or log in to Asana to try them out today. Similarly, you can add Milestones, which officialize your key performance indicators (KPIs) for all team members to see. One of the biggest areas of confusion when getting started with Asana is how to organise your projects. Adjust until you find a structure that works for you. We offer consulting services to help companies deploy and optimize Asana, but I wanted to give you a few tips on the best way to organize your Asana workspace to track work for clients and customers. You could organize a content calendar by type of content, such as guest posts, webinars, ebooks, and so on. Asana counts heavyweights such as Uber, Airbnb, Change.org, Dropbox, Pinterest, Mashable and CBS Interactive among their customers. How to Organize an Email Marketing Campaign in Asana. When you’re spinning up a new project, there’s no reason to reinvent the wheel every time. How to track client work in Asana. Am I doing this the best way?”. 1. So you can really see that it depends on your organization, but Asana is flexible enough to adjust to meet your needs. In Boards View, they show up as columns. I know I love to see the behind the scenes of how other online business owners organize all the things in their business, so today I'm going to share a little bit of how I do things. My Tasks has four built-in priority sections to help you organize and execute your tasks: Recently Assigned, Today, Upcoming, and Later. Asana will auto-promote tasks to your Upcoming and Today sections one That’s why we’ve consulted billion dollar corporations to one-person businesses in industries as varied as professional sports, education, digital marketing— even musical composing! Once you’ve created your basic project building blocks, Sections make it easy to split, organize, and group like tasks. How to Use Asana Effectively for Project Management in 2020. For example, if you’re importing a content calendar spreadsheet, you’ll want each row to represent an upcoming creative deliverable—like a blog, ebook, or article—and each column to represent additional information about the deliverable—like due date and assignee. How to start using Asana for your personal projects and tasks? Note: If you buy something linked to in one of our posts, we may get a small share of the sale. How to use Asana as a project management tool and content calendar to keep your creative business organized. But with that flexibility can come the same sense of paralysis as when you sit down at a computer to write a 10-page report. Together, Asana and Microsoft give teams the confidence to plan, organize, and execute their most ambitious work. Part of what makes a project successful is easily being able to visualize who’s doing what by when. Whether it’s the task priority, helpful metadata like how many hours the work might take, or project-specific details like what category a request falls into, keep everyone on the same page with custom fields. You can plan and manage almost any project or process in Asana, but here are the most common examples: You can shorten it and organize it, without losing any info, simply by converting some tasks to subtasks. This approach would probably work best up to about 10 clients max. See the full Boards launch announcement here: https://asa.na/1cp With this initial version of Boards, visual thinkers can now organize and track their work from within Asana. Assign out the highest priority work first. At any one time, you might be working on nearly a dozen projects like new logo design, packaging design, a new video, and managing social media. (But don’t stop reading! You can have multiple teams, and within each team you have multiple projects. How much work are you doing for each client. A good Asana task has an assignee and a due date, so your team always has clarity on who’s responsible, what they’re working on, and when deliverables are due. This is the most important thing on the list. Learn more about Dashboards charts in our guide. Asana is there to help with that – just choose ‘Personal Projects’ from your profile menu instead of the team projects you’re a part of. It serves as the master checklist that keeps you focused on the right pieces of work and allows you to organize and prioritize tasks based on due date. Asana tip: My Tasks is a feature of Asana that automatically aggregates all the tasks assigned to you in a single view. Along with using Asana to organize my business, I also use it to help me manage a growing team! Try these tips to create and organize projects, so you and your team can always hit the ground running. The great thing about Asana is that there are so many different options and methods you can use to organise your work. How to Organize and View Asana Projects Your project will automatically be divided into sections, or phases. Unfortunately, you’re going to get a typical consulting answer: It depends. Projects are how you organize and plan all of the tasks related to a specific initiative, goal, or big piece of work. From there, Asana will populate the task name, description, assignee, due date, and more. But fortunately, you don’t have to spend your days scrolling up and down the task pane. Specifically, I'm going to show you into my Asana. I recommend to create an organization as this will allow you to create teams within your organization. And you just sit there staring at a blank white screen wondering, “How should I structure this Asana workspace? For tasks and projects, it links you to the work in Asana. Since then, Todd has consulted a variety of organizations including Mercedes-Benz and Leatherman. ). You can organize your tasks into different sections through the board or list view (Read Tip #5) and use the Calendar view to plan your time. Here, you’ll find templates for onboarding, meeting agendas, company goals and milestones, and event planning. Read this article in French, German, Portuguese, Spanish, or Japanese. You can edit and personalize the sections by clicking the down arrow next to Add Tasks. For teammates, it generates a notification (aka “pings them”). All Rights Reserved. Before you get into Asana – identify what it takes to get an email out the door . In List and Timeline View, Sections are horizontal rows of like tasks. There’s different ways how you can set up your business in Asana – you can choose between a workspace and an organization. Depending on the project, you might have Sections for progress, assignee, or to split work into category buckets. Asana2Go – Chrome Extension for Reporting (Unaffiliated). If you’re currently managing your project in a spreadsheet or other project management tool,  you can easily upload that information into Asana with the CSV importer. See how you can, The best way to organize clients in Asana, //projectmanagementpros.com/wp-content/uploads/2019/02/project-management-pros-logo-dark.png, https://projectmanagementpros.com/wp-content/uploads/2017/04/Organize-Clients-in-Asana.jpg. Make use of these lists as they will make things muchmore organized. You can move tasks between sections by dragging and dropping, or by using keyboard shortcuts. To view a template, simply select the “Preview” button. Asana tips: 4 templates for managing an Agile team with Asana. But because you start with a blank canvas it means finding the “best” way to organise you work can be tricky. How I Organize My Asana. To use an Asana-created template, create a project and hover over the “Templates” tab. Balance start and due dates. With Asana, you have the flexibility to organize your project in the best way for your team, so you can focus on high-impact work. I’ve come across variations of that question many times. Though you can always start with a blank Asana project, you can also try one of our 50+ project templates that come pre-populated with relevant Sections, tasks, and custom fields. If you’re currently managing your project in a spreadsheet or other project management tool, you can easily upload that information into Asana with the CSV importer. When I first started blogging, I would organize my content files by the title of the post. Just type @ and the name of the person, task, or project you want to link to in Asana. Adopt a task prioritization method to organize your work to-do list Here are some of our most popular ones to try out: Tip: If you want to capture and standardize your own team’s workflows, you can also create custom templates. It is specialized for handling multiple projects at one time and it is suitable for companies of any size. By continuing to browse this site, you give consent for cookies to be used. An example of this would be a marketing agency with a major client. How many clients do you have on a regular basis? If you start needing multiple projects per client, you can use project color-coding until you feel compelled to switch to a Team structure. How does it work? Asana’s layout works in a top-down manner. We use cookies to give you the best possible experience on our website. Julia Martins Asana for Weekly Planning or Process Mapping Asana makes it easy to also visibly plan out your week through its Boards view. In Asana, you can view projects in four ways: Tip: After you find the best view for your project, you can save that view as default. 2) Create Different Workspaces for Different Purposes. If you’re importing an existing spreadsheet into Asana, each row will represent a task, and each column will represent a piece of task data, like the task title, description, or assignee. Your bills are overdue, you forgot your best friend’s birthday, and it’s been weeks since you’ve grocery shopped. Tip: Make sure each column has the correct name, like “Description,” “Assignee,” or “Due date.” Learn more about importing spreadsheets in our guide article. How to Use Asana to Organize Your Blog Business the ultimate project management tool. The number of tasks you have on Asana isn’t going to get any smaller. 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