Thanks for all of your amazing content, it has been extremly helpful for me. I am still in the setup phase of our boards and calendars, was thinking to book a call with you to discuss. Do you offer 1 off assistance for people in setup phase, and how much is this please? Thanks again :)
Thank you for reaching out! While we typically focus on long-term strategic engagements, it's good to have a detailed discussion about how we might assist you at this stage. I encourage you to book a 30-minute informational call through our book-a-call page. cirface.com/book-a-call
@MarquisMurray thank you! Might not be for me since it's just me trying to figure out on my own time so wouldn't have the capacity for ongoing work, don't want to waste our time 😊 thanks again for the vids tho, very helpful!
I really appreciate you being considerate of our time. Since you've found the videos helpful, you might be interested in signing up for our newsletter: cirface.com/newsletter or joining our community System Builder Academy (SBA): www.systembuilderacademy.com/join?invitation_token=5b39efa7bbb8dc478bd10e0ed5a83119562b660d-0b852ef2-ce2c-44c6-b1e9-5ecbc4382a12 That way, you can continue to learn about Asana and grow your skillset at your own pace.
Great video! Thank you very much for your great work. It´s great you gave us an insight as to all that can be done with Asana, but concentrated on the basics. The only thing that would be nice to know as well, are the limits of the paid version, as a lot of the features you show are with a paid version. (My only comment is that I just found the background music very distracting, until I finally got used to it). ;)
Thanks for the feedback! I've made a video covering all Asana plans and the features available in each tier. Check it out here th-cam.com/video/ugEajZjOT4g/w-d-xo.html
It was time for an update. Asana has changed so much over the last couple of years. Here is everything you need to know to get started using Asana in 2024.
I'm new to Asana, thanks for this great tutorial! I'm trying to set up "teams" as each of my clients, but it won't let me add teams like you are doing at minute 17. I don't have a plus next to the Team or the option to create a team when clicking the red +. Is it a paid feature maybe?
Hey, great question. You’re likely on the free plan. That plan allows for one shared team with everyone in your space. You’d have to go one tier up to unlock more features.
Thank you for this amazing content!!! I am studying your content to build my team's first project I have a question, some of the features you are using are not in the free version, right? Wich version would i need to manage my Asana like you are doing here? Thank you!
Hi mate. I have just started using Asana and I want to build it to monitor my KPIs. How do I do that? I don’t see how I can use it to monitor safety and quality KPIS (percentages, money savings, how many inspections done per month, etc).
Hey there, thanks for watching! In order to create accurate and useful dashboards, in your case to visualize KPIs, you need to have all the information living in the projects. The way to do that would be by adding the right Custom Fields to every project. I believe these videos might be useful for you: 1. ASANA Formula Custom Fields: A Beginner's Guide 🚀 - th-cam.com/video/cuaPe_a3Yxo/w-d-xo.html 2. Office Hours (EP 2): Video Production, Asana Reporting, Custom Fields 🔥 - th-cam.com/video/VmbAEFDe6Lk/w-d-xo.html 3. How to Build, Export and Use your ASANA Reporting Dashboard 🚀 - th-cam.com/video/RcML3PEqoWE/w-d-xo.html Hope this helps!
Great question. You could do both, but depends on what information you want to view. My suggestion would be to use Teams to organize your clients and all of their different projects and deliverables.
Fantastic tutorial on using Asana for project management! The organizational features and user interface seem very intuitive. Looking forward to applying these tips to my workflow and seeing the results
Hey Marquis, thank you for such a valuable video! It's really made me so much more aware of the power of Asana and the opportunities I haven't taken advantage of - both simple things and advanced things. I also really appreciate that you covered the philosophy of it too
This is very helpful, thanks! My Custom Sections looks different than yours and for some reason the section headers won't slip and slide around like they did in your video. Did Asana remove this functionality? It's disappointing because the sections now don't make chronological sense.
Hey, thanks for watching! You should be able to rename and rearrange sections as needed. If you're still having issues, please check if you have the latest version of Asana or consider reaching out to Asana Support for further assistance. Hope you can resolve this soon!
Our organization consists of a large design team. Our design team consists of sub teams, UX Team, UI Team, UXR Team, UXW Team, SD Team, Dev Team, PO Team. All these teams are working on a Mobile App. When setting up a project, how to do we connect or assign specific teams to a project?
Hey, thanks for watching! You can only assign one "Asana Team" to a project in Asana. However, if you want people from multiple teams as members of one specific project, you have to create the project in a particular team and then manually add members from other teams. Now, if you need to move the project to another team, simply go to the project details (click the arrow next to the project's name and select "Edit project details") and switch the team. Hope this helps!
I like your explanation. Do you have videos on how to make a project work as a template so one doesn’t need to purchase asana right away? Also curious if you have any examples for setting up for bookkeepers. Thanks again
Hi Audrey, thanks for watching! Great question. If you want to have a project as a "Template" without actually being a template, you should: 1. Create a project, add the sections, tasks, and any additional information. 2. Next step, rename the project to easily identify it as a "Template". 3. Every time you need to use it, just Duplicate the project. I don't think we have any videos for bookkeeping, but I'll add that idea to our list. Hope this helps!
Thanks for the walkthrough. Do all users need a paid license? Is it possible for manager or supervisor have a paid license and reportees use a free license?
Hey Dwayne, thanks for watching! Not necessarily, Asana does offer the flexibility to choose which organization, team, or division the paid subscription covers. So you could have a paid subscription for your management team while other teams remain on the free tier. Take a look at this article for more clarity: help.asana.com/hc/en-us/articles/14217067617051-Asana-subscriptions-and-pricing Hope this helps!
@@MarquisMurray Thanks Marquis. We're loving ASANA so far. Now with a few new tricks we just learned from your video we can optimize this tool for our organization. Yay!
If I set up the free trial and then do not move forward with a paid subscription for my 3 person non-profit team, what features do I lose and do I have to set everything up again.
You can check out my video breaking down Asana's pricing plans to learn what features you might lose if you don’t move forward with a paid subscription. The good news is you won’t have to set everything up again, but some features will no longer be available. th-cam.com/video/ugEajZjOT4g/w-d-xo.html
@@MarquisMurray Do you know if I will lose the rules that I set up? Also, do you know anything about screen reader accessibility of the product? My team has blind team members.
Seems like a great tool. Video "a must guide for all beginners" - Overwhelming for a beginner user and one who is not a native tech person; speed was way to fast; takeaways: there is a lot of stuff to learn and not much remembered. Speaker could share how long it might actually take to learn all this material. If I was going to redo this video, I'd take half as long, go over the highlights rather than click and show every option.
Thanks for the feedback. This original video is still getting lots of views. Maybe it will help? th-cam.com/video/87YlaMG2rtw/w-d-xo.htmlsi=hRFIC4C1TSZZVhI_
Thanks for all of your amazing content, it has been extremly helpful for me. I am still in the setup phase of our boards and calendars, was thinking to book a call with you to discuss. Do you offer 1 off assistance for people in setup phase, and how much is this please? Thanks again :)
Thank you for reaching out! While we typically focus on long-term strategic engagements, it's good to have a detailed discussion about how we might assist you at this stage. I encourage you to book a 30-minute informational call through our book-a-call page. cirface.com/book-a-call
@MarquisMurray thank you! Might not be for me since it's just me trying to figure out on my own time so wouldn't have the capacity for ongoing work, don't want to waste our time 😊 thanks again for the vids tho, very helpful!
I really appreciate you being considerate of our time. Since you've found the videos helpful, you might be interested in signing up for our newsletter: cirface.com/newsletter or joining our community System Builder Academy (SBA): www.systembuilderacademy.com/join?invitation_token=5b39efa7bbb8dc478bd10e0ed5a83119562b660d-0b852ef2-ce2c-44c6-b1e9-5ecbc4382a12
That way, you can continue to learn about Asana and grow your skillset at your own pace.
@@MarquisMurray thank you! Just signed up with my work email 😊 have a lovely day!
❤
Asana is exactly what we need as a team, THANKS FOR THIS AWESOME INTRO TO ASANA.
Thanks for watching, and I’m happy the intro was helpful. If you have any more questions as you dive in, feel free to reach out!
I learned that I can make cats and dogs appear on my screen at will! Thank you for the informative video! Very Helpful :)
You're so welcome 🐱 🐶
I like the way you explain it. I also really appreciate that you covered almost everything about the basic.
Thank you! Glad it was helpful.
Great video! Thank you very much for your great work. It´s great you gave us an insight as to all that can be done with Asana, but concentrated on the basics. The only thing that would be nice to know as well, are the limits of the paid version, as a lot of the features you show are with a paid version. (My only comment is that I just found the background music very distracting, until I finally got used to it). ;)
Thanks for the feedback! I've made a video covering all Asana plans and the features available in each tier. Check it out here th-cam.com/video/ugEajZjOT4g/w-d-xo.html
It was time for an update. Asana has changed so much over the last couple of years. Here is everything you need to know to get started using Asana in 2024.
I'm new to Asana, thanks for this great tutorial! I'm trying to set up "teams" as each of my clients, but it won't let me add teams like you are doing at minute 17. I don't have a plus next to the Team or the option to create a team when clicking the red +. Is it a paid feature maybe?
Hey, great question. You’re likely on the free plan. That plan allows for one shared team with everyone in your space. You’d have to go one tier up to unlock more features.
@@MarquisMurray Thank you! As a freelancer without other team members how do you suggest I organize my clients?
Thank you for this amazing content!!! I am studying your content to build my team's first project
I have a question, some of the features you are using are not in the free version, right? Wich version would i need to manage my Asana like you are doing here?
Thank you!
Great question. You would need to upgrade to at least the Advanced tier of Asana to access some of the features I reference.
which version are you using? i am not seeing the lighting bolt
BRILLIANT intro to Asana. Confirmed my decision to lauch new business with Asana. Thank you!🙏🏾
Thank you so much! I'm glad you found the tutorial helpful. Best of luck with your new business using Asana!
Hi mate. I have just started using Asana and I want to build it to monitor my KPIs. How do I do that? I don’t see how I can use it to monitor safety and quality KPIS (percentages, money savings, how many inspections done per month, etc).
Hey there, thanks for watching!
In order to create accurate and useful dashboards, in your case to visualize KPIs, you need to have all the information living in the projects. The way to do that would be by adding the right Custom Fields to every project.
I believe these videos might be useful for you:
1. ASANA Formula Custom Fields: A Beginner's Guide 🚀 - th-cam.com/video/cuaPe_a3Yxo/w-d-xo.html
2. Office Hours (EP 2): Video Production, Asana Reporting, Custom Fields 🔥 - th-cam.com/video/VmbAEFDe6Lk/w-d-xo.html
3. How to Build, Export and Use your ASANA Reporting Dashboard 🚀 - th-cam.com/video/RcML3PEqoWE/w-d-xo.html
Hope this helps!
Great video! One quesiton though. How would you suggest managing long term clients? Would you create a team for each client, or use a portfolio?
Great question. You could do both, but depends on what information you want to view. My suggestion would be to use Teams to organize your clients and all of their different projects and deliverables.
Fantastic tutorial on using Asana for project management! The organizational features and user interface seem very intuitive. Looking forward to applying these tips to my workflow and seeing the results
Glad it was helpful! Good luck!
Hey Marquis, thank you for such a valuable video! It's really made me so much more aware of the power of Asana and the opportunities I haven't taken advantage of - both simple things and advanced things. I also really appreciate that you covered the philosophy of it too
You're so welcome! I'm glad that you found what you were looking for!
This is very helpful, thanks! My Custom Sections looks different than yours and for some reason the section headers won't slip and slide around like they did in your video. Did Asana remove this functionality? It's disappointing because the sections now don't make chronological sense.
Hey, thanks for watching!
You should be able to rename and rearrange sections as needed. If you're still having issues, please check if you have the latest version of Asana or consider reaching out to Asana Support for further assistance.
Hope you can resolve this soon!
It's not clear and it's too fast. I don't understand a thing
Sorry you didn’t find the video helpful. Asana has lots of great videos on their website.
That's so not true. He wasn't fast except you put your speed on 2X check your settings.
He was so clear and simplified everything
@@babynwobodo323 Thanks so much! I always do my best to keep the concepts simple.
Our organization consists of a large design team. Our design team consists of sub teams, UX Team, UI Team, UXR Team, UXW Team, SD Team, Dev Team, PO Team.
All these teams are working on a Mobile App.
When setting up a project, how to do we connect or assign specific teams to a project?
Hey, thanks for watching!
You can only assign one "Asana Team" to a project in Asana. However, if you want people from multiple teams as members of one specific project, you have to create the project in a particular team and then manually add members from other teams.
Now, if you need to move the project to another team, simply go to the project details
(click the arrow next to the project's name and select "Edit project details") and switch the team.
Hope this helps!
I like your explanation. Do you have videos on how to make a project work as a template so one doesn’t need to purchase asana right away? Also curious if you have any examples for setting up for bookkeepers. Thanks again
Hi Audrey, thanks for watching!
Great question. If you want to have a project as a "Template" without actually being a template, you should:
1. Create a project, add the sections, tasks, and any additional information.
2. Next step, rename the project to easily identify it as a "Template".
3. Every time you need to use it, just Duplicate the project.
I don't think we have any videos for bookkeeping, but I'll add that idea to our list.
Hope this helps!
Great overview. Helped me stand up a project quickly.
Happy to hear!
Thanks for the walkthrough. Do all users need a paid license? Is it possible for manager or supervisor have a paid license and reportees use a free license?
Hey Dwayne, thanks for watching!
Not necessarily, Asana does offer the flexibility to choose which organization, team, or division the paid subscription covers. So you could have a paid subscription for your management team while other teams remain on the free tier.
Take a look at this article for more clarity: help.asana.com/hc/en-us/articles/14217067617051-Asana-subscriptions-and-pricing
Hope this helps!
@@MarquisMurray thank you for the explanation
Wish I watched this before we jumped into Asana - but still great information. Thank you.
Glad you found this helpful. How's your experience with Asana so far?
@@MarquisMurray Thanks Marquis. We're loving ASANA so far. Now with a few new tricks we just learned from your video we can optimize this tool for our organization. Yay!
If I set up the free trial and then do not move forward with a paid subscription for my 3 person non-profit team, what features do I lose and do I have to set everything up again.
You can check out my video breaking down Asana's pricing plans to learn what features you might lose if you don’t move forward with a paid subscription. The good news is you won’t have to set everything up again, but some features will no longer be available. th-cam.com/video/ugEajZjOT4g/w-d-xo.html
@@MarquisMurray Thank you very much this additional info is very helpful.
@@MarquisMurray Do you know if I will lose the rules that I set up? Also, do you know anything about screen reader accessibility of the product? My team has blind team members.
great walk-through. Thanks!
Glad to hear! Thanks for watching!
Seems like a great tool. Video "a must guide for all beginners" - Overwhelming for a beginner user and one who is not a native tech person; speed was way to fast; takeaways: there is a lot of stuff to learn and not much remembered. Speaker could share how long it might actually take to learn all this material. If I was going to redo this video, I'd take half as long, go over the highlights rather than click and show every option.
Thanks for the feedback. This original video is still getting lots of views. Maybe it will help?
th-cam.com/video/87YlaMG2rtw/w-d-xo.htmlsi=hRFIC4C1TSZZVhI_