Using Asana - Overview (4 Video Tutorials)
1.Asana Overview: Teams, Projects, Portfolios, Project Templates Video Content Outline
TEAMS
- WHAT THEY ARE
· HOW TO FIND THEM
PROJECTS DRIVE EVERYTHING
· HOW FIND PROJECTS (SEARCH AND ON THE SIDE)
· FAVORITE PROJECTS
· ORGANIZE PROJECTS
· PROJECT NAME/DESCRIPTIONS/EMOJIS
· OVERVIEW TAB
· SECTIONS
· ORDERS WITHIN SECTIONS
PORTFOLIOS
· HOW THEY WORK
TEMPLATES
· WHERE TO FIND THEM
2.Asana - Tasks Overview & Organization Video Content Outline
TASKS
- MY TASKS
· ORGANIZING MY TASKS
SECTIONS
· GO TO THE PROJECT TO SEE HOW IT FITS IN
· SPECIFIC DIRECTIONS
· PROCESS DIRECTIONS
· FORMS
· BUDGETS
3.Asana - Tasks & Task Process Steps Video Content Outline
SECTION HEADERS/CASE PLAN/FOLDER
· COPY AND PASTE TASK NAME INTO HARVEST TO RECORD TIME
· WPS REF FIELD
· PREP
· REVIEW
· CLEAR NOTES
· COMMENTS
· ALERTING TEAM MEMBERS
· DEPENDENCIES
· MILESTONES
4.09.26.24 Updates to Asana Investigation Templates, Forms, and Automation Rules
5.2025-0311 Updates to Asana Data Processing Forms
Project Phase Emojis
Emoji | Name | Milestone/Phase Represented |
✅ | Ready to Go | Default case status. |
⛔ | On Hold | Project is completed/archived, is on hold due to lack of payment, or has been placed on hold by the client. Do not work on this project without approval. |
⏸ | Pause | Retainer has been paid, but we are waiting on requested documents from the client. Data entry specialist and/or analyst can go ahead and finish any tasks with the documents we do have, but progress will stall eventually until documents are received. |
