Asana

Topics: Templates, Bundles, Portfolio View, Proof Feedback, Master Timeline, Rules

Asana How-To Advanced

This guide provides advanced options for using Asana rules. It includes step-by-step instructions for tasks such as automatically completing tasks when they reach a certain status, assigning tasks to coworkers when they are approved, setting due dates based on approval status changes, and assigning tasks to variable assignees.

Asana Rules Advanced Options

This guide provides step-by-step instructions on how to use proof feedback in Asana. It explains how to navigate to the project, open the image or PDF, and add feedback as actionable tasks. It also highlights the importance of adding collaborators and due dates. By following these steps, users can effectively provide feedback and track progress on their projects in Asana.

How to Use Proof Feedback in Asana

This guide provides step-by-step instructions on how to create a master timeline in Asana. By following these steps, you can easily track your projects, set start and end dates, add additional details, and view a high-level overview of all your current and upcoming projects.

Creating a Master Timeline in Asana

This guide provides step-by-step instructions on how to create a project template in Asana. By following these steps, you can easily create a reusable template for your projects, saving time and ensuring consistency in your workflow.

Creating a Project Template in Asana

This guide provides step-by-step instructions on how to create and use task templates in Asana. It explains two different methods for creating templates and highlights the benefits of using templates, such as saving time and ensuring consistency.

Creating a Task Template in Asana

This guide provides step-by-step instructions on how to create and use bundles in Asana, a project management tool. It covers two options: creating a bundle from scratch and generating a bundle based on an already created project. It also explains how to upload a bundle into a new project.

Creating and Using a Bundle in Asana

This guide provides step-by-step instructions on how to create a custom formula field for portfolios in Asana. By following these steps, users can enhance their portfolio management by adding a customized field that calculates values based on other fields. Implementing this feature can help optimize project tracking and data analysis within Asana.

How to Create a Custom Formula Field for Portfolios in Asana

This guide provides step-by-step instructions on how to create a portfolio in Asana. It explains how to add projects to the portfolio, filter and sort the portfolio, and perform various actions on the portfolio.

How to Create a Portfolio in Asana

This guide provides step-by-step instructions on how to use running meeting agenda templates in Asana. By following these steps, users can create a project-based meeting agenda with ongoing task lists, actions, and participants.

When and How to Use Running Meeting Agenda Templates in Asana

This guide provides step-by-step instructions on how to use the new Asana Rules Builder. It covers various options, including creating rules with single or multiple variables, branching actions, and using variables in rules. By following this guide, users can effectively automate tasks, actions, and status changes in Asana, improving productivity and workflow efficiency.