Great video; thanks for sharing it! One thing I miss about Asana is having my Calendar View showing all recurring tasks. That would help me to figure out the amount of time and the possibility of adding new tasks on a certain day. I hope they make it available one day. Cheers!
I thought I messed up somthing and that's why I can't see them in calendar. Very odd that this is not a feature. Defeats the purpose of the calendar view.
So, from the video it seems I should use the recurring feature for a task since I do want that reminder, however, I also have sub-tasks within that task. What if some subtasks are not complete...does that mean I will NOT receive a new reminder since not all tasks are complete? That's what it sounds like. Thanks for the videos! You're great at explaining everything, very informative, clear, and concise.
You can choose to get a daily summary via email. Also, you could set up a rule to post a comment on a task that's overdue to alert the assignee (this would require Asana Advanced)
Hi, great video! I have one more question though, what are the settings I should use if I have a task week long that I would like to repeat? We have tasks, each of them should last Mon-Fri, ideally close on Sunday (rather than on Friday) and then set the exact same task but from the nearest Monday to Friday then again close on Sunday etc etc etc
Thank you Paul Minors for all your content, very helpful !! I had a question. I have a project template and I am creating two tasks templates. I would like to assign subtasks of my tasks templates to project template roles and not to a pre defined persons. Is it possible to do that ? Today, I created different tasks templates with different assignees. Depending of the work capacity, I use the appropriate task template. Thank you !
Having the templates only live in the individual project is one reason why I have not yet upgraded. I need the same template for each new client who will have it's own project. I think if I just change a project to General Clients and the put each client into that project, it will just get to complex and bulky to work smoothly.
Hey thanks for your great videos! Cool to see you're also in NZ :) I'm considering Asana to manage my client projects/tasks [some are one time projects and others are recurring tasks]. Do you have any videos you'd recommend specifically for that structure/set up? I see you have your client projects all in one Asana Project and assume you use the templates you created within there for each of your Clients Projects?
I don't have anything specifically for this yet. But thanks for the suggestion. I do have a video in my online course about when to use projects vs. tasks: paulminors.com/consulting/asana-consulting/
We use recurring tasks for weekly payroll processing. We move the task through 'sections'/stages and look at the project in a board view. When the new recurring task appears the following week, it is in the last section versus in the first section/stage of the process. Is there a way to make the new task move back to the first section?
Is there a way to make a task template that always has the same recurrence in it? In a board I am creating, tasks in a certain column need to be done weekly vs another column where they need to be done monthly - can I create recurrence in a template or is that still manual for now? I've played around with it and it seems that way. You can create a template easily enough, recurrence also - but not together. I've also looked at rules and there are no rules wherein if a card is moved to a certain section in your project a recurrence is set. Can you confirm this is your knowledge too or if I am missing something?
I'm afraid not. You can only have one project per template. But you could multi-home the tasks from one project into another if that's something that would be useful.
@@minor-co yes i came up with this work around by create an SOP library as a project, and duplicating the SOP to the right project. Thanks for your replies
I'm baffled that you can't see your reoccurring events on the calendar after the next one is due. How do you go about not overbooking or forgetting your reoccuring tasks?
The reason is that the next task is only created once the current one is complete. I agree it can be hard to plan in this case. The other option is to set up loads of one-off tasks (that don't recur).
![[MV] A leap of faith...ความเชื่อใจครั้งสุดท้าย (From "Petrichor the series")](http://i.ytimg.com/vi/U1piZH2CNXA/mqdefault.jpg)
Great video; thanks for sharing it! One thing I miss about Asana is having my Calendar View showing all recurring tasks. That would help me to figure out the amount of time and the possibility of adding new tasks on a certain day. I hope they make it available one day. Cheers!
Yes, that would be nice. Thanks for the comment.
I thought I messed up somthing and that's why I can't see them in calendar. Very odd that this is not a feature. Defeats the purpose of the calendar view.
This was so helpful thank you!
You're welcome 😀
So, from the video it seems I should use the recurring feature for a task since I do want that reminder, however, I also have sub-tasks within that task. What if some subtasks are not complete...does that mean I will NOT receive a new reminder since not all tasks are complete? That's what it sounds like. Thanks for the videos! You're great at explaining everything, very informative, clear, and concise.
Even if the subtasks don't get completed, you can still complete the parent task to get the new reminder.
This is helpful! Is there a way Asana sends out a bulk message of overdue tasks from people in my team?
You can choose to get a daily summary via email. Also, you could set up a rule to post a comment on a task that's overdue to alert the assignee (this would require Asana Advanced)
Hi, great video! I have one more question though, what are the settings I should use if I have a task week long that I would like to repeat? We have tasks, each of them should last Mon-Fri, ideally close on Sunday (rather than on Friday) and then set the exact same task but from the nearest Monday to Friday then again close on Sunday etc etc etc
You could do this by setting up the due date range as Mon - Sunday and then set to repeat each week.
Great tutorial as always Paul!! Thank you!
Thanks
Thank you Paul Minors for all your content, very helpful !!
I had a question. I have a project template and I am creating two tasks templates. I would like to assign subtasks of my tasks templates to project template roles and not to a pre defined persons. Is it possible to do that ?
Today, I created different tasks templates with different assignees. Depending of the work capacity, I use the appropriate task template.
Thank you !
You're welcome 😀
Yes, after setting up the roles, you can use them within subtasks.
Having the templates only live in the individual project is one reason why I have not yet upgraded. I need the same template for each new client who will have it's own project. I think if I just change a project to General Clients and the put each client into that project, it will just get to complex and bulky to work smoothly.
Do you have a project template for clients? If so, you can create a task template within your client project template.
Hey thanks for your great videos! Cool to see you're also in NZ :) I'm considering Asana to manage my client projects/tasks [some are one time projects and others are recurring tasks]. Do you have any videos you'd recommend specifically for that structure/set up? I see you have your client projects all in one Asana Project and assume you use the templates you created within there for each of your Clients Projects?
I don't have anything specifically for this yet. But thanks for the suggestion. I do have a video in my online course about when to use projects vs. tasks: paulminors.com/consulting/asana-consulting/
We use recurring tasks for weekly payroll processing. We move the task through 'sections'/stages and look at the project in a board view. When the new recurring task appears the following week, it is in the last section versus in the first section/stage of the process. Is there a way to make the new task move back to the first section?
Yes, you could try using a rule triggered when a task is created to move it back to the first section.
Hi Paul! Thanks for this. How about subtasks? Will subtasks be marked as done once the main tasks is available again?
No, the subtasks will reset.
Very useful.
😀
So helpful! Thank you!
Thanks, glad I could help!
Is there a way to make a task template that always has the same recurrence in it? In a board I am creating, tasks in a certain column need to be done weekly vs another column where they need to be done monthly - can I create recurrence in a template or is that still manual for now? I've played around with it and it seems that way. You can create a template easily enough, recurrence also - but not together. I've also looked at rules and there are no rules wherein if a card is moved to a certain section in your project a recurrence is set. Can you confirm this is your knowledge too or if I am missing something?
I'm afraid not. The recurring due date would need to be applied after you create the task
Is there any way to make cross project templates yet?
I'm afraid not. You can only have one project per template. But you could multi-home the tasks from one project into another if that's something that would be useful.
@@minor-co yes i came up with this work around by create an SOP library as a project, and duplicating the SOP to the right project. Thanks for your replies
Can this be done for weekly report/ metrics? Can this get downloaded ?
Yes, you could have weekly recurring tasks to do a report.
I'm baffled that you can't see your reoccurring events on the calendar after the next one is due. How do you go about not overbooking or forgetting your reoccuring tasks?
The reason is that the next task is only created once the current one is complete. I agree it can be hard to plan in this case. The other option is to set up loads of one-off tasks (that don't recur).
It seems such a basic feature that is missing in both Asana and Trello. I'm quite bummed about it.
thanks for the tutorial Justin Timberlake
Haha, I'll take it 👍