วีดีโอ

Hi, so good video to understand Asana more! BUT I have a question: We have all our clients and their projects in Asana. Is it correct to set up our clients under "Teams" and then create a "new project" for each job we do for them? Or what is the best way to do this? We have many small clients with several different projects for each client. We also want to create templates for recurring projects to avoid reinventing the wheel each time. Do we need to create a "new project" and then transfer the template there, or how does that work? Many questions :P

💚💚💚 i’m getting a role as a client facing marketer 🎉

Thank you for this!

very helpful! thanks!

Thank you for this information, it's very helpful.

wowwww. thank you soooo much!!!!!!!!!!!!!!!!!!!!!!

Congrats on launching your community!

For me its playing 🏀 n morning coffee. Awesome tips 🏆thanks

I wants to Start Digital marketing agency, How can you help me

very insightful especially going into an interview very soon. Thanks alot for putting this videos out.

Unfortunately, this didn't work as shown in the video where it looks so easy. The template downloads as an Excel file but only CSVs can be uploaded into Asana. So you'll have to convert it. When I converted to CSV, it only converts a single tab at a time so I'll need to go into each tab separately and try to upload those. However, I tried that on the first tab and it looks different than what's happening in the video. 😩 UPDATE: SOLVED! Open the Excel csv file and click on the tab at the bottom > click Save to save it with that tab selected > then go in and upload the file in Asana and it will open up only the data on that specific tab > click Go To Project to import the data. Afterwards, click on the next tab in the worksheet > click Save > then go back into Asana > create another new project > upload again. Keep going for all the tabs. After uploading the file for each tab, you'll end up with a different project for each tab in the worksheet. Also, the SEO Checklist looks like nothing imported but all the data is inside the tasks so click on one to open it and you'll see all the info. These look great!! Good luck! 🙂

Asana - absolutely!

theming of slack as a notification centre for reserved time slots for discussion is great, for media buyers or sellers to be ready for day to day pre bid level is ultimate, and we can even sub loop slack steps with pre dashboard from integra table presentation of data vs achieved is a more robust way to confirm of campaign and account restructuring too. 360 environment implementable

where can I find the onboarding template please?

CAMKM

I play this to study and work <3

💥 'promo sm'

CAM

Oh god im still struggling with this!

Hi

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Oh my gosh. I've been looking for this kind of high-level overview for years. I have struggled to come up with my own processes & am so grateful that you shared your tips as an expert in the field.

Cam

Feature creep is a real thing! Great principles to go by on this episode!

NICE MAM

Thank you for this!

Super helpful! Do you use any email integrations to queue sending emails?

NICE VIDEO SIR

HI

This is a really helpful video for understanding better ways to use Asana. Great onboarding process! Thanks for creating this!

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We are looking into asana and clickup. If you were starting over fresh which would you choose now?

Download link?

very helpful, and u have a fantastic smile 😍

Loved getting the opportunity to connect with you all!

I love these seshs. You both are the best Managers!

Thanks you so much. With a dream job opportunity on Tuesday, this video gives me an understanding of the bandwidth and gives me the confidence I need to succeed. Thank you so much ladies

I'm currently interviewing (on the 3rd interview step) for my first potential CAM position in AZ. This video is a HUGE help. Thank you for posting!

CAM I have a question, if an agency is more a production studio whose client's maybe other agencies, wouldn't the studio need client facing account manager? And how technically versed would this account manager have to be?

This is so on time for me right now as I bring on account managers. So appreciative of you all sharing your experience! 🙏🏾💛

your template is great!!! all the links to loom videos ect are missing though :(

Hi! I have 5 years of experience in account management. A total of 12 years experience of client services for e-commerce companies. I have little experience in Digital Marketing. Is having former experience in digital marketing essential to this role?

Asana!

Absolutely enlightening, there is no doubt. I personally don't use Asana, but I do mine on Plutio, and it has been a game changer since I fully stacked the last time they come on Appsumo along my nimbus note and I have been reorganizing all the task accordingly all the time. Glad, I stumbled upon this walkthrough to learn the process and improve the system i'm working on, after all the life is a learning process.

Great episode - I got so much from it! Perfect timing for me and my agency as well ☺️

Thank you for this post.

Hahahah Taylor, I totally agree with you! I love talking about that kind of stuff! I really hope to connect and learn more from you! I love it when I find people who wanttttt to talk about it and not like feel forced to listen to me bla bla bla about Asana!

Thank you for this 🙏🏼