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
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.
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.
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! 🙂
Estoy analizando ASANA para mi agencia en Barcelona y tu video me ha ayudado mucho. Thanks....
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
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.
Totally agree! Thanks.
This is a really helpful video for understanding better ways to use Asana. Great onboarding process! Thanks for creating this!
Glad it was helpful! ❤
Asana - absolutely!
😍😍😍
wowwww. thank you soooo much!!!!!!!!!!!!!!!!!!!!!!
We're sooo glad you liked it! ❤️
This was surprisingly helpful! Thanks for taking the time to make this video and sharing your knowledge 🙌🏻
You're welcome.
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.
Glad it was helpful! 😊
your template is great!!! all the links to loom videos ect are missing though :(
I'll look into it. Thank you.
Super helpful! Do you use any email integrations to queue sending emails?
Hey Erin! I don’t personally, besides “schedule send” in google or using our email marketing software, FloDesk!
We’re actually using FloDesk! It does not integrate with asana, right?
@@erinengland5909 not that I know of!
I wants to Start Digital marketing agency, How can you help me
where can I find the onboarding template please?
Here you go > www.dotandcompany.co/checklist
Asana!
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!
Love it!