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Filed Under:   Best practices
 

Asana Boards vs. Lists

When creating a project in Asana, you have two layout options to choose from: Board or List. Both options display tasks, but there are differences in how tasks are presented. Because it's currently impossible to switch between the two layouts after you create a project, you want to think about your project before you create it and choose the layout option that makes the most sense.

Here's the key advantages and differences so you choose the right layout every time.

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Filed Under:   Best practices, Management tips
 

Managing with Asana [Webinar]

Recently, I taught a customer webinar for Asana. The topic was how to manage better using Asana, and this was material I had never offered for free before. The response was great and there were some awesome questions as we went through the training.

It was a blast working with the Asana team, and hopefully we can do a round 2 sometime! Enjoy!

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Filed Under:   Asana news
 

So how popular is Asana? Asana vs. The Competition

Asana was founded in 2008 but has already grown into a project management powerhouse, especially popular with small businesses. Asana has announced over 15,000 organizations using their software, as well as 140,000+ teams. In September 2015, Asana said they were adding 10,000+ teams every month.

When organizations are choosing a project management platform, I think people want to know if a system has momentum behind it. Are users flocking to or away from it? Does it have a strong user base and community?

Project Management Zone, data collected and maintained by an Austrian IT consulting company, has created an algorithm to rank the most popular project management systems.

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Filed Under:   Best practices, Management tips
 

Assigning tasks to more than one person in Asana

Every time I teach one of our on-site Asana workshops, one question inevitably pops up. "How do you assign a task to more than one person?"

Rather than directly answer it, I think it's important to understand the context around the question and in what situations you would actually even want to do that.

Every project management tool is built with certain philosophies and methodologies in mind. Asana was built borrowing a concept from Apple, Inc. called the "Directly Responsible Individual" model. This framework is a simple tool to make ownership clear. At Apple, everything has a DRI—from billion dollar products like the iPhone to the smallest software update or meeting agenda item. The DRI is expected to drive progress forward or find the necessary resources to do so.

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Filed Under:   Best practices
 

The best way to organize clients in Asana

What is the best way to organize clients in Asana? I've come across variations of that questions many times.

I understand why it's asked, too. Asana is incredibly flexible. 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!

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. And you just sit there staring at a blank white screen wondering, "How should I structure this Asana workspace? Am I doing this the best way?"

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.

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Filed Under:   Reviews
 

Use Sendana for Outlook to email tasks faster

Asana lets you email tasks and conversations into Asana using unique email addresses located in your Asana account. However, accessing those email addresses on a case-by-case basis is too slow and cumbersome to do regularly.

Enter Sendana. Microsoft Outlook users for Windows can rejoice because my friend James Carl developed an Outlook Add-In that dramatically simplifies this process for you.

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Filed Under:   Best practices, Reviews
 

How to move an Asana project to another workspace

Each user in Asana can belong to different workspaces. For example, you may be part of workspace for your work, and have another workspace that you use for your side hustle or personal life. But what if you want to copy a project (or move a project by copying and then deleting the original) to another workspace?

Asana doesn't offer a way to do this, even if you have access to multiple workspaces. But a UK-based software developer named Michael Houston developed a free tool to be able to copy Asana projects between workspaces. Here's how it works.

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Filed Under:   Asana news
 

Zapier offers introductory support for Custom Fields

Zapier is my favorite automation platform for Asana. With Zapier, you can create complex automated interactions between different web applications with no coding knowledge. For example, you could create a new Asana task when a row gets added to a Google Spreadsheet, update a task description when your CRM contact information changes, or you could create a series of subtasks when an email order comes in.

Zapier recently released support for the New Task in Project trigger using Custom Fields. This means you can access Custom Field data from new tasks for actions in other applications.

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