How to create Workflows in Asana

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  • เผยแพร่เมื่อ 24 ธ.ค. 2024

ความคิดเห็น • 42

  • @Sasha0927
    @Sasha0927 9 หลายเดือนก่อน +1

    I've just joined a creative team and my boss wants me to help optimize their workflow, so this comprehensive and informative video is a gift to me. I'll be watching (several) others like it to prepare for my start on Monday!

    • @minor-co
      @minor-co  9 หลายเดือนก่อน +1

      Thanks, please let me know if you need more help!

    • @Sasha0927
      @Sasha0927 9 หลายเดือนก่อน

      @@minor-co Thank you, I just might! This place has a newsroom, "deadlines don't exist until they do and then it's a mad scramble" vibe, so I'm leaning heavily into project / task templates and rules to seamlessly transition work. We'll see if it's helps the team and keeps boss happy. 🙃

  • @shawncopeland2534
    @shawncopeland2534 ปีที่แล้ว +1

    Moving back from Trello to Asana. So glad I came across your video tutorials. Great content and instruction. Thank you for sharing!

    • @minor-co
      @minor-co  ปีที่แล้ว

      Thanks and welcome back 😀

  • @carrieminns
    @carrieminns ปีที่แล้ว +3

    Fantastic video. Thank you so much. Your knowledge and expertise is so helpful!

    • @minor-co
      @minor-co  ปีที่แล้ว

      Glad I could help 🙏

  • @jacobhartley6670
    @jacobhartley6670 6 หลายเดือนก่อน +1

    Thanks homie, this video helped a lot!

    • @minor-co
      @minor-co  5 หลายเดือนก่อน

      Great to hear!

  • @RalphJErvin
    @RalphJErvin ปีที่แล้ว

    Excellent video. Incredibly, I spent the 2 days before this release searching and reviewing videos for content on workflows to use to better manage my youtube channel. Thanks as always for sharing your expertise.

    • @minor-co
      @minor-co  ปีที่แล้ว +1

      Thanks, I'm glad this helped 😀

  • @abankard
    @abankard ปีที่แล้ว

    Great tutorial. Exactly what I needed.

    • @minor-co
      @minor-co  ปีที่แล้ว

      Glad I could help!

  • @sofiamateus7161
    @sofiamateus7161 ปีที่แล้ว

    This is extremely helpful! Thank you so much!

    • @minor-co
      @minor-co  ปีที่แล้ว

      Thanks, glad I could help!

  • @mindyschaper
    @mindyschaper 11 หลายเดือนก่อน

    Great video and feature!

    • @minor-co
      @minor-co  11 หลายเดือนก่อน

      Thanks, glad this was useful!

  • @D_NikkiKole
    @D_NikkiKole 18 วันที่ผ่านมา

    For workflows can I use it for training and orientation? I am the new admin at my organization which is a nonprofit, I noticed they are not using ASANA optimally and first I need to create a reusable recurring training with automated tasks, documents, and videos.

    • @minor-co
      @minor-co  15 วันที่ผ่านมา

      Yes, this is exactly the kind of thing workflows are designed for 👍

  • @jonathansmoore
    @jonathansmoore 3 หลายเดือนก่อน

    It would be amazing if actual time spent could be a required field before a task could be closed. Fully syncing it with Quickbooks/Zoho would be a HUGE benefit as well.

    • @minor-co
      @minor-co  3 หลายเดือนก่อน +1

      Yeah, that's a nice idea! What you could do is use a saved search to find completed tasks that don't have time tracked which you can then go back and update

  • @ashishshrestha7179
    @ashishshrestha7179 7 หลายเดือนก่อน

    Thanks for the video. It was helpful . Is there anyway to automatically add same task through the form in same project everyday and assign a person in charge for the task.

    • @minor-co
      @minor-co  6 หลายเดือนก่อน

      If you'd like to create a task that repeats each day, I'd recommend just creating a task with a recurring due date instead of using the form.

  • @fionasilverspring
    @fionasilverspring 9 หลายเดือนก่อน

    Thank you for this valuable video. May I ask, is it possible to auto email the person who has submitted a form into Asana? i.e. you can't set the email in an email rule because it could be anyone from the team who has submitted it although the email body text can be pre-set in the situation I'm thinking of

    • @minor-co
      @minor-co  9 หลายเดือนก่อน

      You could do this with Zapier. Let me know if this is something you need help with and we can help set it up.

    • @fionasilverspring
      @fionasilverspring 9 หลายเดือนก่อน

      @@minor-co Thank you, I did think that was the only way on the free version.

    • @Serg-uf4xw
      @Serg-uf4xw 8 หลายเดือนก่อน

      @@minor-co would this also be the case for adding the "requester" or form submitter as a collaborator in the created task?

  • @Christian-ks9yv
    @Christian-ks9yv ปีที่แล้ว

    Great video Paul. I was wondering if it is possible to implment the form template on a website for potential clients to fill out?

    • @minor-co
      @minor-co  ปีที่แล้ว

      Yes, once you create your form, you can copy the embed code to add it to your site 👍

    • @yohannesseifu8559
      @yohannesseifu8559 ปีที่แล้ว

      @@minor-co i need some material

  • @aliciapolak9273
    @aliciapolak9273 10 หลายเดือนก่อน

    How do I reach out. Would love help setting up a board

    • @minor-co
      @minor-co  10 หลายเดือนก่อน

      You can contact me here: paulminors.com/contact/

  • @CharlotteShurtz
    @CharlotteShurtz 8 หลายเดือนก่อน

    Do you have a tutorial about how to integrate with an App - like Salesforce?

    • @minor-co
      @minor-co  8 หลายเดือนก่อน

      Not at the moment, thanks for the idea.

  • @aqadaptiveintelligence
    @aqadaptiveintelligence 10 วันที่ผ่านมา

    any way to set dates 0 days out, 2 days out , 7 days out automatically on the Free version?

    • @minor-co
      @minor-co  8 วันที่ผ่านมา

      I'm afraid not. You would need the Starter plan to use templates and do basic rules or Advanced to create your own custom rules.

    • @aqadaptiveintelligence
      @aqadaptiveintelligence 7 วันที่ผ่านมา

      @@minor-co sadness. is there a workaround for free versions? its silly they make you pay for setting dates. overwhelms new people.

  • @BismarkSosu
    @BismarkSosu 4 หลายเดือนก่อน

    Should you be admin to be able to create a workflow?

    • @minor-co
      @minor-co  4 หลายเดือนก่อน

      No, any organisation member can create workflows within projects they have permission to edit.

  • @taylormilliken9890
    @taylormilliken9890 3 หลายเดือนก่อน

    I'm interested in speaking with you to help me.

    • @minor-co
      @minor-co  2 หลายเดือนก่อน

      Sure, please contact us here: minorco.com/contact/