This brought me some breakthrough! Woo! Thanks so much for making this video. We're currently migrating from ClickUp to Asana. Your content has been extremely helpful.
Thank you so much for your kind words! Since you're in the process of migrating from ClickUp to Asana, you might find our specialized services in data migration and workflow optimization within Asana particularly useful. Feel free to check out our website for more info: www.cirface.com Best of luck with your migration!
This is awesome, Could one use this for change request? If different team requires different persons to approve /reject, how do we set such rules if the change request is going to be use by different teams?
Great question. You sure can. You can create a new subtask for approval and that subtask is multi homed to a new project where that team (or individual) does their work.
Hi Maruis, Do you have a video on how to build this type of template/workflow. I want to use a workflow like this where the sections are used as status "To Do, In Progress, To Be Approved, Done".
I don’t have a video on that specifically, but it all depends on how you setup your rules. The sections won’t matter, so long as you tell Asana what actions you want your tasks to trigger when they move to each section. Hope that helps!
I'll add that to my list to answer in a future office hours segment. Great question. I would start out by saying that you should use custom fields for the different metrics and data that you want to track. How far have you gone with building out this solution?
Hi, thanks for watching! I have a solution for multiple approvers in a workflow. Check out one of my recent videos for a workaround (How to Manage Your Marketing Content Approvals with Asana) th-cam.com/video/leW8FnRpXzQ/w-d-xo.html I hope it helps!
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This brought me some breakthrough! Woo! Thanks so much for making this video.
We're currently migrating from ClickUp to Asana. Your content has been extremely helpful.
Thank you so much for your kind words! Since you're in the process of migrating from ClickUp to Asana, you might find our specialized services in data migration and workflow optimization within Asana particularly useful. Feel free to check out our website for more info: www.cirface.com
Best of luck with your migration!
This is awesome, Could one use this for change request? If different team requires different persons to approve /reject, how do we set such rules if the change request is going to be use by different teams?
Great question. You sure can. You can create a new subtask for approval and that subtask is multi homed to a new project where that team (or individual) does their work.
Hi Maruis,
Do you have a video on how to build this type of template/workflow. I want to use a workflow like this where the sections are used as status "To Do, In Progress, To Be Approved, Done".
I don’t have a video on that specifically, but it all depends on how you setup your rules. The sections won’t matter, so long as you tell Asana what actions you want your tasks to trigger when they move to each section. Hope that helps!
Thank you, Marquis, this content is awesome and super helpful!
Glad it was helpful!
This is great. I am looking to use this as a transaction management system for my real estate brokerage if you have any tips or tricks on that :)
I'll add that to my list to answer in a future office hours segment. Great question. I would start out by saying that you should use custom fields for the different metrics and data that you want to track. How far have you gone with building out this solution?
Hi! What about if it needs to pass from approver to approver? Do you have a solution for multiple approvers?
I also would like this question answered, since only one person can be assigned at a time.
Hi, thanks for watching!
I have a solution for multiple approvers in a workflow. Check out one of my recent videos for a workaround (How to Manage Your Marketing Content Approvals with Asana)
th-cam.com/video/leW8FnRpXzQ/w-d-xo.html
I hope it helps!