🦄 Asana Docs

Navigate in Asana and "+Create" a project, that you'll named "📝docs". Is important that you have a well structured Asana Hierarchy, so in our case we have a "virtual office" as a team in Asana (I think the name says it all right!?).

Create the following custom fields in your library: [multi-select] docs privacy (1) ◽shared with the team ◽private to team members (*) ◽shared with the clients [single-select] type of content (3) 🔽 sop/checklist 🔽 guideline 🔽 brainstorming 🔽 canned email Observations: (1)there may be cases when we have a document shared with both the team and the client (with the use of the client portal. Listen here to how we do it [https://podcasts.apple.com/us/podcast/deliver-wow-client-experiences/id1698626779?i=1000621850473](https://podcasts.apple.com/us/podcast/deliver-wow-client-experiences/id1698626779?i=1000621850473) (2)we have private documents that are only visible to the people we share them with. (3)this is just an example, you should create your own "type of content" you'll need in docs.

Add the following meta-data fields to your project: • Created by • Created on • Last modified on • Projects • Collaborators

You don't want your documents to be "completed" since this is mean to be a collaborative space, so you should create the following rule (run only on tasks - do not select run on tasks/subtasks): 🟡 trigger: task is marked as complete 🟢 action: mark task incomplete