Transcripts
1. Introduction: Hi there and welcome
to my Asana course. My name is Celine. I'm French from living with my exams and I'm a
big fan of the Santa. My daily job is to help people like you getting
organized with the Santa. Ever helped dozens of
creative companies, from web designer
to videographer. So my goal is not only to
show you how a Santa works, I also want you at the
end of this course to be organized and to know how to use a center for your company. So I'm going to show you how our system works the first time, but then I'm going
to share with you a different material so that you can work
on your business. Again, my goal at the
end of this class is first that you
know how it works, but then that you
know how to organize your business to reach your
goals. Thanks to Asana. So at the end of this course, I'm hoping that you
will be ready to expand your business
with more serene and T. Thanks for listening.
2. Create an account: Alright, let's get started. So creating an account on
the center is super easy. There's just one thing that you have to know if you register with a personal e-mail address like Gmail or
something like that. You are not going to have an organization
account and Asana, asana will know that you are not a company but you're
an individual. And so you won't have
the Teams features. But I think that you want
to have the features. So I advise you to register with your professional
e-mail address. So an email address with a
domain name like me, e.g. it's saline at code.com. So I advise you to register with professional
e-mail account. So super easy. You are on a Santa and you
just click on Get Started. And they're going to sign
up with your email address. So you just have to
type your email address and that sets you're
just going to receive an e-mail to confirm
your subscription. And that's all.
3. Guest vs member: Alright, so once
you're up there, maybe you want to
invite some friends, colleagues or me or anybody. So as I just said, there is a difference between a member and guests on summer. Guest is any ones you want
with any email address. You don't care about that. They can have a Gmail address or professional ones
that are used for cures. Any people, there are guests. So guests can almost
do everything, but they cannot create a team and they cannot set of
projects very specifically. But there we'll be
able to achieve all the tasks and see where
you are inviting them. But members, they can do
everything but to be a member, you have to have the same
professional email address. E.g. I. Registered with hello
Celine to a verilog.com. If I want to have some members, I have to invite people
with the solid.com. Okay. So that's the difference
between a member and guest and you won't pay for all your guests if you are keeping
is a free plan. You can have up to 15 guests. If you're paying on Santa, you will pay for
or your members. That's it. Had some people you
can either go to Create here and invite people. Okay, so you just have to tap their email address to
type their e-mail address. But also you have
to choose a team so you won't be able to invite
them to all your teams. You will have to select team
by team, invite people. So that's the first way. Second way is just to go
on your team in there, to invite people to your team. Third way is to invite
people on your project. So it's not because
someone is in your project that he's going to see everything in your team. I'm going to show
you how right now.
4. Your settings: When your subscription is done, that's where you arrived. So welcome to Asana. I have created this
account seven days ago. So like you unknown trial
with the business plan, am I still have 23
days left in a trial, but you should have 30 days. For this 30 days, you're going to enjoy
all the functionalities, but then you're going to
decide if you want to keep the free
version or the pain. What I'm going to show you all the different
functionality so that you know which plan is best for you
when you arrive in Asana. First step I think, is to make sure that your
settings are correct. So you have to click
on your letter here and choose my settings. On your settings,
you're going to see if you entered the right
full name here. If you know how to pronounce, you can want to hand a role
or department or team, then we're going to
see the notification. This is super important because when you're going
to begin with Asana, you'll see that you are
going to receive a ton of emails every time that something is going
to happen as Anna, you will be notified by email. Maybe that's what you want. But I think that if you put
all your tasks on the summer, it's not to have a
double information, santa and in your males. So it's up to you,
but I advise you to delete all the
email notification. So it's here on utrification. You can choose if you want
to keep activities updates. So every time something is
happening on the center, you will be notified
or mentioned only daily summaries
or weekly report. So if you're starving
Santa with your team, maybe you want to
keep some mentions only because maybe
you want to make sure that you are not going to forget something or not be
aware of something. So maybe to begin with, you can keep some mentions
on or if you want, you can just keep everything. But I think for beginning, I would advise you maybe
to keep only mentioned, you just have to uncheck. Alright, so that's the
email notification. Dan, if you're using
the app in the app, I'm on the broader, if you're using the app, you can decide if
you want tasks, update mentioned or nothing. And finally, you have the
project notifications. So above the status
and the message is, I don't think it's
super important. We have to focus on what is most important in this course. Because most of my client on using them first
because messages, I don t think that's
a good feature on Asana because it's like message is not based on a task, but a little bit more general. So I don t think that
it's well-stirred. Status updates while
it's next level. But the task added
here are important. Because if you check
the task added, it means that in all projects, as soon as a colleague of
yours is going to add a task, you are going to be notified even if it doesn't
come through new. So it's up to you. Maybe you want to be aware of everything that is
happening in asthma, but maybe you just want to
remove this notification. I remove all of them. If you're already on the
Santa before this course, you may want to check here, manage individual project
because maybe you will see here that you
are already on many, many projects and tasks cat, it is checked everywhere, so you'll receive a
lots of notification. Alright, then here it's
the e-mail for warning. Here. If you want, you can add another
email address. So why do that for
your important if you have different
Asana account? I don't know why, but
you're you're a freelance. You have different clients. Asana account and you don't
want to logout login. Logout login every
time that you're using a sonata for
different clients. So what you want to do is select your principal e-mail address with which we are going
to connect with Santa, and then all the other email
address related to clients. You can add them here. Okay, so what is
going to happen? I want to show you on my current sun icon because
this one is new. It was only for training. And you'll see what happens with let me just finish with this. So then on account, you'll know stuff about your
account, your organization, if you have Workspace displays
for the oral language, so I just switched, switched
it from French to English. You can choose your theme. If you wanted light
or dark to you, then you can choose the first
day of the week for you. Maybe it's a Sunday,
maybe it's a Monday. Maybe a Saturday for
so for me it's Monday. And then later you will be
able to connect your apps like Slack or records of Microsoft
Teams or Zoom with Asana. And finally is a hacks. You can check here
the extra delights. So what is going to
happen that every time that you check many tasks, so you are achieving a lot of sunlight like
celebrating you buy. Well, these are surprised. So I'm not going to
tell you about that, but I advise you
to check this one. Okay. So that's it
for the settings. I'm just going to show you the image thing on my
current Asana account. So I moved my used
Asana account. And you can see if I
click on my letter here that I am
connected to many, many Asana account,
that's my clients. So how I've done that
for some of them, I'm just guessed,
but for all others, I remember to be a member. You need to have
the professional email address of the company. If I go to my settings
in my email transfer, you will see that here I have three different email address. So to add another one, you just have to click on, add a new e-mail, and that's it. And then you will
be able to connect with wanting me to
address to all your cans.
5. Asana Organization: Before diving into teams,
projects, and tasks, I wanted to share
with you how Asana is organized so that
you understand, that you understand how the information is
going to be structured. So at the top, you have your organization,
your company. So if you registered with and
professional email address, name of your images, then you have your teams. Here you have
marketing and design. We're struggling to
create your own teams. Depending on your activity. In your teams, you have
projects, as many as you want. And in projects you have tasks. And in task you have subtasks. Alright, so I'm going to
show you where it is on my current Asana
account right now. Welcome to my Asana account. So as I told you, you have the organization here. I can choose which organization which workspace I want to be in. So I clicked on, I do. Then I have my teams. So I'm just going to
remove the camera, right? I have my teams or sorry, it's in French, just 1 s. I have my teams here. Operation marketing's
side projects, strategy, personal project services and other teams and indice teams. I have projects so I can
unto all this team, e.g. and I can see some
of my projects. And if I click on the team, I will see more of them right
everywhere in my tubes. And then in my Teams, I can click on a project, e.g. I am going to take
here CS project. I can click on the project
and then I see all my tasks. And when I click on my task, I have some information there. So I have now Organization, my teams, my project. In my project I have my tasks. But for this super
interesting with the Santa, it that you don't just
have your teams and tasks and everything
well separated. You have everything
gathered in one place. And for me, that's a big
value of a Santa in for you as a creative person that sells
your product or services. Or if you have
different clients, you work maybe with some different clients
in the same time. So maybe you have like three or four or five different
clients in the same time. And you don't want to go to
one project and another, and another and another to see what you had to do
on the current day. Alright? What do you want to
do is know everything that you have to do on a day, on a week regardless
of the project. And then you will be able to prioritize and know how to
organize your day, right? So this is going to happen
in this upper left part. You have your home here
with your priorities. You will see your upcoming
task offers you and completed. I'm going to show
you this later. Your projects. So the most recent projects, the people with whom
you work, alright, then you have, my
tasks might ask is by far my favorite
feature in the center. And you can have it
even if you don't pay for something on my task, you will be able to
see all your tasks regardless of the projects
that they are in. Okay. So we're at the end of the week, so thanks for you. I don't have that
much thing to do, like and see all the
tasks that I've done. So here I can click
on All Tasks. I can see everything that
I've done this week. And what is not fade with clear is what
I still have to do. So colors there show that it's comes from
different projects. So pink is the video creating
the training creation. Yellow is one client, green is not a client. This is my lead trackers, so I have different
projects and I don't want to go into each
one of them to know what, uh, what, what I have to do. I want to go in one place where all my tasks
are centralized. And this is my tasks. We're going to dive into
my tasks in more details. Just have to have your
home my task, your inbox. So your inbox is very important if you're working
with different people, this is where you're going to be informed of what is
happening on your scanner. But if you're
working on your own, while your inbox is
not very important and this is paying future. So I'm going to show
you later what it is. Alright, so this is a Santa. So again, you have
your organisation, then you have your teams, you have your project, tasks, sub-tasks, and everything is
centralized in my tasks. In there you can see everything
that you have to do. Well, this is my week, but if I wanted to see
everything, it's just there. There. I have all my tasks here. And yeah, I think it's floating because I have lots
of, I have a lot of tests. Alright, so this is
the organization of Asana and it's great.
6. Create a team: Now let's dive into the
creation of a Team. So to editing, you just have to go on this left part
and click on Add Team. Again. If you didn't register with
a professional account, you won't be able
to create a team. You add a team. Okay,
you click on it, you type the name of
the team. So e.g. this team well-being
marketing team, you can add a description and you can choose a
privacy time of your team. So it's either amendment, a membership by requests, a private team or a
public organization. If your team is
public organization, all your member will be invited. So let's say this
one is private. You can create a team. Alright? There you
can add members. So click on Add members. Okay? And you can change
here if you want. And team settings, you can
change your name, all members. It's here. And well, that's
it for the teams.
7. Tips for teams creation: So maybe one thing before
creating all your teams, make sure that you went through the worksheets that are just
below in general resources. Because one of the
biggest mistakes of my clients is to set up a Santa without
really thinking about the organization
of their company, their business, anything. So this is really my goal
that after this course, you are not only able
to use a sign-up, but you are very
organized and Asana, so please do not create
all your teams without this time of thinking about how you want to
organize your company. And we're going to see
just after, alright.
8. Create a project: Let's continue with one of the most interesting part
of Santa that's projects. So once you are in a team, you will be able to
create a project. A project is always
in a team, alright? So you can either click here, create new projects or
here your projects. So as you can see, I am on the marketing team. Here. I am uncertain
force team, right? So I go and marketing and
I click on New Project. You can either choose
between the blank project, use a template project,
or input spreadsheet. Spreadsheets. We are going to be able
to import a CSV file, but you will see that maybe
it's not the best because of sections and your son are
not translated in CSV. So I advise you to begin, to start with a blank
project because you maybe a little bit
disappointed by the template. Every company, every creator has
a different way to get organized, right? So I advise you to go with blank project and think
about your company, right? So you go there and you
choose your project name. So let's say we're going to continue with
this painting things. So let's say that
my project is to, Wallace says It's my
creation products. So painting creation. Alright, item is marketing. This is, I can choose the
privacy of this project, is it's public or private. Let's say again, this is
private and I can continue. I can go to Project. Alright. So this is my painting
creation project. Maybe I can remove an S. It's remotely, I'm sure about. Alright, So when you
arrive in a project, this is completely blank. And now you are
going to be able to add section and tasks. So first, I can show you
how to type of task. You just hear a new
type of sample, um, find inspiration
for pain one, okay? But you don't want
everything to be like messy. You don't want all your
tasks to be together. You want to separate them. So e.g. I. Can
suggest that we use sections that are going to
structure your project. Here we can say that one
section, maybe one paint. And as you remember, as you'll remember,
we want ten paints. So let's say that TCS
paint number one, this is paint number two. This is paint number three. So you have your paints. And now we can imagine what would be the
task into sections. So e.g. is, the first one
is to find inspiration, and then is to find
the main colors. Right? Then find expression
in the main colors. And I could be two bys and
materials and then pink. Okay, Let's say that this is your process for
all the paintings. So you just have to copy
and paste all these tasks. Audio sections. Okay? So I'm going to delete this one. So you have your project with your sections and your task. You could have organized
it differently. E.g. I'm going to show you a way to
organize your projects. So we are going to
use another project. Let's say I didn't want
to use a template. I want blank project. Painting, painting process. Alright. So for this painting
creation project, I use list view, but I could also
use the board by board spirit if you organize
your projects, like process. Okay, So let's try it here. Painting process, let's say that first is find inspiration. Then it's buy materials. Or maybe choose colors. By materials. Paint, let's say. That's alright. So then it's not
going to be task one is going to be
paid one, right? And then paint 234 and continue. Alright? And then what is
going to happen? Well, when you will find
inspiration for paint one, you are just going to drag it to the second section,
choose colors. So I am going to open this task. Alright, I have
seen inspiration, so I know that inspiration. Let's say. I don't know if I
can say that sublet for blood same subjects. I don't know. It could be like for
four chi Parisian. Robbins and things like
that in then cutters. Well, you want some
orange, some yellow. You want maybe some gray. If it's in a Persian garden, maybe you want some green. Alright. Okay, so this is done. And now I can go here
in biomaterials. There, once you are
in buying materials, you want to make
sure that you have every materials that
you need to paint. Maybe you need some
like green ink, right? So you have to buy
the green ink. You may add a subtask
called by green, pink, e.g. when it's done. So one, once you
select your clinic, you validate your tasks. Well, it's time to paint. When it's in paint, you can plan when you
want to paint it. So maybe you just
want to plan for one day because
you don't know if inspiration, they are not. But you can plan for a week or two or three depends how big your paint
is going to be. So let's say that here. You want to start this paint. Well, 3 October. So this is your
start time and you want to end it the
20th of October. Okay. Just one remark here. What I just done,
what I've just done. So the starting and ending date, It's only as a paid feature. With the free account,
you are only going to have your deadline, okay? So let's say that
you want to do it for the 20th of October. Alright? So this is a second way to
organize your Sadat comes. First is a list, second is a process. And then you also have the
candle view for three. But as you can imagine, if you want to use a calendar
view unit, some dates. So let's say here It's
due date is this moment. I'm just going to
add some due dates. And then when I go
on my calendar, I can see my taste,
my tasks here, right? But maybe you want to see
some colors on your task. While this is only possible
if you have the pink feature. Because what we can do
to add more details to this project is to add
some custom fields. So you go on Customize here. You'll click on
add custom fields. And I want to know
which paint is it? It is. Thanks for the color. So 1234 and so on. Okay, I can change
the color here. Yellow and blue, and
purple and pink. Alright, create fields. Then I am going to
multi-select here. So this is my page number one. I'm able to select here. And this is my point, number two in here. This is my paints number three. Alright. And so when I go
now on my calendar, so I'm just going
to add new dates. So that's who can
see the difference. I go on my calendar
view and here it's yellow and here it's green. So this is paint them one. This is number two. Alright, so this
is pink features. But it kinda view is just that. Maybe it's going to be white. So this is how a
product works on Asana.
9. Project features: Let's dive into more
details on this project. As a creative business owner or freelance or entrepreneur, maybe you are working
with many fights, e.g. you are creating some logo, you're crunching some designs, you're creating many staff. So you are using a lot of fires. Can be video pictures,
image, anything. So you want to centralize
everything in Asana. How you can do that? Well, first, if you're working with different people
with your colleague, I advise you to put all your resources in
this overview part. In the key resources
part is made for that. You just have to add
link and fires adds a link of your creative
folder for this project. And that's it, right? And then you will
only have to go an overview and
click on the folder. And it will open. You won't have to click
on the new tab and open your Google Drive and find a file folder
and everything. So this is the first way
to my natural resources. Second way is simply
to put some pictures, some image, some
clients in your task. So e.g. here for
finding inspiration, maybe you want to put
all your inspiration here so you can
click on your tasks. Here. You click on attachment, and you select from your
computer or Dropbox or Google Drive or
OneDrive SharePoint. I'm going to set it,
I'm going to set x your computer, okay? And I think that here I
have something, okay, so I click on ads, and that is, I have now my file here. As just one thing that's
maybe important for you. Once you have a
picture in your task, as soon as you go
to the board view, you're going to see
this picture here. It's like the heading
of your task. This is resources management. Second thing to know about the project Is that one is done. You can archive it. Alright? So you click on this little
arrow and new archive. It's alright. You can also duplicate
it if you want. Yeah, I think that's it for now.
10. Project Premium features: There are different paying
features in the center. I should use custom
pairs here, okay? But there are others
that I think could be interesting for you with
the premium account. So the ones that is blank, 15 dollar per month. So the first one, our other forms like a
Google form or type form or anything like this can also have a form on your project. So just click on Customize. You click on Forms here
and you can create a form. So what for? As a creative business owner, maybe you want to have a very clear brief of what the client
wants you to do issue. I don't know if you're a graphic designer or something like that. Maybe you're super tired
about sending emails to have more information about
what the client really wants. So you can create a form and add anything as
you want here, you can, e.g. here you can see
a single synapse. You can ask, what type of
service are you looking for? Here? It can be formula on
Paul to creation of a logo. Logo creation. It can be a website creation
or anything like that. You understood what I meant. I think you can also add an
attachment question and ask, do you have any inspiration? Insert phones, so fine. That could help us. And you can allow
multiple bathrooms. So you can add many questions and then send the
link to a client. And this is what
is going to have. So lets me show you. So your client is going to
receive this kind of form. So he's going to
give you all his name's number one screen. What kind of service
I am looking for. I want to create a logo and my inspirations I could
add, I don't know. Okay, My email address is mean, but com and I can just
send my phone right. Now. What is going to happen? Well, let's go back
to the project and everything That's a client typed is now in a flask called painting
creation submission. In here, I have the
information and I also have the different
fibers attached. Alright, so I think it's
a form can be interesting for you as a creative
business owner. And another interesting feature, paying vitro could be timeline. Here. Maybe you want to have a
timeline view of your projects. So here you have all the different
tasks that have a deadline and they are
not like a calendar view, It's a timeline view. And what could be
interesting also is that find inspiration. He is the first step before
finding domain color. So we can add a
dependency saying that this task is blocking, find the colors and you will find a little arrow
between the two tasks. That could be interesting.
11. Tasks in Asana: Now let's pay more attention to the tasks because it's the most important
thing on the Santa. I show you that it was super
easy to write a new test. So you can just
click on Add task. So this is a task, right? Or you can just click on
Enter and type another task. So CSAs, second class, alright? Another way to do that
is to click on Add Task. Alright? So this is different
way of adding tests. My advice is to always talk
to task with a verb, right? Like find, find, buy, paint. Well, it's the same everywhere. Why? Because you may have a
lot of tasks at one point. And you want to make
sure that you understand immediately what you have
to do with this task. E.g. if here it was not
find the main colors, but colors of the painting. While you don't
know if you have to find them or you
don't know if you have to check if you have
the material or the note. Well, isn't super
clear, alright? Making, maybe you are thinking that is clear
for you in your head. But can you imagine a
fatigue that it is creating? So I advise you to write
something as specific as possible so that it's easier for you to know what
you have to do. And while research proves
that the easier your task is, less chance struggling
to procrastinate. Alright, so this is my first
advice to write a verb here. So to create a task, you
know how to do that. So the most important then is to achieve your task, right? So how to achieve a task? What you just have to click
on this little check is done. That's the first way to do it. A second way is to open
the task and click on Mark Complete, and
your task is done. Okay? Now, other super
important thing here, this is your assignee column. If you don't enter
anything here, well, it's not good. Why? First? Because if even if it's only
you are using a summer, you want to type your name here because you want your
task to go to my tasks. And I can not know that
a task is for you if you didn't assign
it to yourself. Okay? So here I'm going
to put my name. If you are working with
other people while Asana is, has been created so that team can collaborate
super easily. And you need to know who
is supposed to do what. Okay? So very important to inform
who is assigned to task. First important thing. Second important thing,
since the due date. So if you're working
with clients, you have no choice but putting
some due dates because your clients are waiting for you for your products, right? If you're not working
with a client, if you are e.g.
painting, alright? And you don't work on orders, you pay your paint
and then you sell. Maybe you don't want to have some due dates and
that's up to you. But I think that if you
don't put some due dates, you will not be able to
prioritize your work. And I'm not sure that it's
like the best the best thing. I would advise you for
everybody to add a due date to your tasks even if there
is no emergency. So e.g. if on Thursday I haven't
found a main colors of my paint, It's not traumatic. I can just move this task to
another week or another day. But I knew starting my week, I have six-week to find two
main colors because that's my goals of this week because
I have planted, right? So this is my advice. What else? So why don't we go on to task. You have your assignee or to date in which project
your task is. You can add another
project if you want. It means that this test will
be in two different project. It's the same task. You
can add some dependencies. You can add a custom field
like pink here, a description. If you want a description. Alright, you can add subtasks, subtasks, sub task, one. Subtask. Subtask can have an assignee
and a debate to, right? And then here you can have
some updates on your task. This could be for you, but this also could be for
your colleagues so that you know what is going
on with this task, alright? So you can just type
something like e.g. if I were working with someone, I could tag someone's ad. Can you please
review my positions? Right? You commence. And this person that you tag, we're receiving a
deviation in the inbox. Alright, so this is how
tasks are working on Asana or is there
something that I wanted to tell you
about the due date? So you can have a
due date, alright? But if you're working on
a project that doesn't have like starting
date and ending date. So it means that it's a
long-term using project e.g. this is the case for me,
for my YouTube project. I posted some YouTube videos, so this project is not
supposed to be ending anytime. I have there some
recurring tasks. So what what is it, e.g. here for paint? Click on my task in on due date. I just click here on the arrows, then click to set to repeat. This task is going to
repeat weekly or monthly, or yearly, or maybe eight days after
completion or anything. So let's say it's
steady from today. I know there's recurring because
there is the arrow here. Now I am going to
complete this task. So I click on completely. New task is going to be created. Yeah, alright, Hi of my new task here and
do for tomorrow. And this is going to
happen every day. So if you have any
recurring tasks, you can use this picture. Alright? So let's remove this, okay? Another thing, if you have
lots of recurring tasks, you will see that you will
have a lot of completed tasks. And maybe you don't want to
see your composite task. You want, you only want to
see your incomplete task. That's it for the task.
12. Your productivity hub: Last part before going
into your organization. So I want to show you what it's supposed to be, your
productivity hub. So you have your teams, you have your projects,
you have your tasks. And as I told you, everything will be
gathered into my task. I only showed you my calendar
view because that's what I'm using on your
candidate currently using. So not this one that I just
made for the training, but you can also
have a list view, a board you, on the list view. You can choose how you're
going to sort your project. It could be by due dates, right? It could be by nothing. So the new, newest
task will be here. Okay? You can also sort by
alphabetical and you can also use some
rules, automation. You can say e.g. here. I already created it, but here, so I felt was Audrey
is to do today. We can add a rule
here by clicking on the three dots and add
the role to section. And you can say that as soon as due date is approaching,
told you today, my task is going to go to the section I felt was
ordered to do today, alright? And you create a rule. This is a way you
can organize this. You can also use ward and on the board and you can choose
to organize your tasks, e.g. like in the future today, this morning, this afternoon,
something like that. Or just the calendar? The calendar, a weekly
view or the monthly. Alright. And you can decide to
show all the weekends. So this is the first thing
to be more productive. Using this might ask another
thing to be more productive. And SNR is using the bookmark, first bookmark of summer
on your computer. Okay. I advise you to
bookmark your Asana account. So we just talk and you can just add it in any
folder that you want. But make sure that when you
connect on your brother, you have your santa access to. A third thing to be more productive is to use
your favorites on Asana. So if 80% of the time you
are working on one project, I advise you to mark
it as your favorite. You can add it to your favorite
by clicking on the star. And it will be up
before your teams. So you won't have to
find it in your teams. You will find it
super quickly here. Okay, other advice to be more productive is to use the
research bar here. So e.g. if you are looking for task
and you have many projects, you don't want to go to
every project one by one. You just have to type the
name of your task here. And you will be able to find your tasks and the
project if needed. Alright, even there, if you have some specific
research, e.g. and you want to know what tasks you have assigned to others. You can click on this
research and save it in. Once you've saved it, you have your favorite and
you have your safe search. Here, you can see the tasks that you have
assigned to others. Finally, knows the trick is also to use the synchronization
with candor. If you are afraid that you're
not going to think about going to Asana can
happen at the beginning. While do not hesitate to synchronize it is
your calendar because I hope that you're using your calendar
to manage your time. Once you synchronize your son
icons with your calendar, all of your task will appear
at the very top of your day. Let me show you. You are here on
my agenda and you can see that if I
remove the camera, if I add my not the easiest one, here it says calendar. I can see all my tasks
that are on Asana. Alright? So here, once you have
to do is going to, my task becomes the arrow
and sing it can do there. If you are using
Google Calendar, you can just select
this link, copy it. Same if it's Eichler outlook, it's here, and other
traits in here. You can just go to
your calendar and click on Add Calendar from URL, alright, and type this link. And that's it.
13. Your hub - business features: So as we are in this
transverse part of Santa here, I'm going to show you what is the reportings of
portfolios and the goal. But you have to know that
these are paying features. You have to pay $25 per
month to have them. So it's a business plan, right? So first you have the reporting under reporting your eyeball to make a report of everything
that you have on your Santa. So here, if I want, I can add a chart. And I can have a look on the tasks that I have to
do in different projects. Include task for,
from that, okay? So my x axis, I want it to be my projects, my y-axis I want it
to be my task count. And then I want to
add a filter and only see the tasks where
I am assigned. Alright? And I also only want to see
my tasks that I have to do. So I want to see
incomplete tasks. Okay. So this is my
report where I can see all the taxes I have to
do in different projects. So you don't have a
lot of reports to analyze its number
of tasks completed. The one that you
have to complete, the ones that are laid, everything you can do on
their reporting part, then you have the portfolios. Portfolios are places
where you can gather different projects and add some fields to analyse this project without
going into them. E.g. here, I have three different
projects that are related to the
creation of training. I can see where I am right now. So for this project, I'm at 31% of completion. And this 137, and this one, well, it's not true,
it's not zero. I would say that it's
like 20 per cent. Here. I can see for when do the
priorities are the high or not, or middle or low? Who is the owner? And am I paying some
people for some stuff? E.g. I'm paying a
copywriter here. So I say, yes, this is a portfolio. And then when I click
on the project, I'm in the project, right? And there I can see
also details so that the portfolio super
interesting when you are, when there are many people in your company and you want to have some information
without diving into details. And then you have your goals. You can have your company goals, your tingles, or your goals. Here, let me create a
goal so I can add a goal. Let's say that my
goal is to sell. Can peaks, right? If I wear pink, time
period is, well, I want to sell ten paints in the first semester
of 2023, right? So between January and June, my goal is private only for me. And the way I am
going to know if I am reaching this is cool when it can be automatic or manual. So first, the magic is that I can relate
it to the project. And once my tasks are completed, the percentage of achievement
to this goal is increasing. First or second option I
can show you is manual. So I'm now at a certain
percentage demand number. I want to see how
campaigns right now, I am zero, okay? I can see my goal. Now. I want to
update my progress. Let's say that I
just sold to paints. Alright, so I click on ads. I ask it to edit it
manually, so I click on it. Right now I am current
value accrues. So I sold two paints, right? I am a two out of ten. And if I wanted to
go more into details to see how I am going
to sell ten paints. I can add subgoals. So here I can add subgoals. I can say this, I have
to paint, this paints. So first my goal is
to paint Paine's. Alright. I want to do it, let's say in
the first quarter of 2023. Alright? And my output, I'm going
to update manually. So same, zero to ten. Alright? My second circle means
maybe to go to a fair, to show my work. So I would say book table. I don't know if
it's what we say. When you are going
to fair and you want to expose your work. You are in tables who are, let's say fair table. Maybe it's not the
Howard. How we say that. I hope you understand. So you book a bear. So apparently goal is
to sell ten paints and how am I going
to to update it? Well, I think it's can I
think it can be on romantic. If you have a project
on Santa that says that you want to book table for the pair
in once your project is done because you've done
everything to book your seat, then it will work. So let's say that, yeah, tasks completed
on a project. Okay. So this is our goals, work, reporting
portfolio angles.
14. Build your own system: Hey, if you're still here, It's because you are
interested in this tool. You know, everything
that you have to know to get started on Asana. I told you everything what
was important, right? You know how it is organized, how to use the tool, you know, how to create an account, to create a team of
project tasks, everything. Alright? So I like to suggest
now is that we are going to work
on your company. And the first thing is by
defining your why Asana, I want you to think
about why you want to implement a
Santa for your business. Why I want you to do that? Well, because I think it's super serious when you
implement a new tool, it is going to
organize your business and it is going to have an
impact on your business. So you have to know
why you are using it. What are your goals with? Asana wants to know
what are your goals, it will be easier for you to use a santa, the good way for you. So there are different resources
that you can find below, interests versus
part that will help you to define your why summer. And then we're going to dive
into your current situation. We are going to audit
your business so that at the end we will be able to work on your
organization. Let's go.
15. Define your why: Okay, so now you know Asana, you know how it works, what are the different
functionalities? But now I want you to dive
into your own business and to understand how
you are going to use the Center for you
to reach your goals. So I'm gonna share with you two different files so that you can work
on your business. The first thing you will see, it's working on your why, why do you want to use a Santa? It's super important
because you're going to try different stuff. But you always have
to remember why. At first, you wanted to
implement a tool like a center. And in the second part, we're going to audit
your business. We're going to see what you
are doing on a daily basis. And what can we organize
where the center. So let's go.
16. Why Asana ?: So let's think about
your why Asana. So I let you open this file. The struggling to find the resources of scald
audit your business. Why implementing a Santa? I asked you some questions here so that we can
work on your y. So the first one here is, when did you start looking
for to like Santa? And why? What moments in your day to day could benefit from
solution like Santa? So think of otherwise
painful today. What is frustrating? What's all the tools
does your team use in how we'll
send out fit in? It's super important to review the tools
that you are using now and think about how a Santa is going
to work with them. Maybe you are going to suppress all the old tools or maybe not. Okay. What do you hope to
accomplish with the Santa? Very important. You have to think about that. Are your goals. What improvements
or changes can you, are you looking to make? What's, what's outcomes
are important to measure. Okay? So could be like wasting less time or having more clients or being
more efficient. How are you going
to measure success? This is my next question. How would you measure
your success as a Santa? Then you will have to craft
your why Santa statement. So your team organization name
is using a sonata to blah, blah, blah, blah, blah
and blah, blah, blah. In doing so, we hope to go
one or two or three, right? Example me, looks lean, is using the center to increase your turnover having clients
without feeling stressed. In doing so, she
hopes to earning more money while
working efficiently. So that would be my wife, Santa. So I encourage you
to think about this. This is very, very,
very important. Because if don't know
why you're doing that, and if you don't know
what outcome you are going to be looking for, well, it's not going to work. Okay. So thinking about it and I'll
let you find this document.
17. Audit your business: Next, you know why you
are going to use Asana, you know what success
will look like, okay, so now let's have a look
at your current situation. What is happening
worth nine your business and what is
going to change, right? So first you have to analyze
your current situation. I wants you to write down all the tasks that you have
in your business, okay? Everything and tried doing.
This is a first step. So e.g. painting,
sending an evil, an invoice, or
recruiting or anything. Okay, I want you to write
down all your tasks. This is the first thing. Second question, I
want you to think about what is causing
you the biggest stress. What could you optimize in
your daily business life? And then I want you
to write down if you already have some
existing process and workflow in your business. E.g. if you are a graphic designer and
you create a lot of logo, so maybe you have
already written all the trends steps
to make a logo. Okay? So a workflow is the
different steps of traveling to do in order
to achieve a goal. So right now, your
existing processes, if you have some if you don't, well, we are going
to work on it. Okay. So I'll let you a digital
business for summer.
18. Your teams: Okay, so now you know how
your business works like now, and you know where you
wanna go, you know, what are your goals in terms of organization and with Asana? So the next step now is
to go back on the phi. This should just feel. And to think about the
way you are going to organize your center
based on what you wrote. I lead to find another file on which you're going to
work and on which you're going to decide which
organization I'm going to use Asana and which workflow
are you going to implement?
19. Define your teams: Let's continue. So now that you have your y, you also have the audit of
your current situation. We are going to define your
organization for summer. So first we're going
to define your teams. So first, first you have to open this file that is also
in the resources below. Click on the link
and you'll find it. So first we'll define your team. Your teams. I want you to copy and paste. So brainstorming, that's true, Did just minutes ago, I have asked you to write down all the tasks
that you were doing. I just want you to
copy and paste here. That's the first step. Second step, I want you
to cut her tasks that are similars so that you can
group them and form a team. This is the way that
we're going to define which team you need in
your business. So e.g. if you have here wall is
preparation and here painting, here is finding the
fair for exhibition, something like that or
invoice preparation. Let's say it is in yellow and its
administration painting, I think it's creation. So creation will be in purple. Finding a fare for exhibition. Well, it's more sales. So sales will be in red. Creating the logo. Well, so trying things. So client is, I will
say blue, right? And setting one paint. I think it's like finding
a fare for exhibition. For me, it would be that. So there you have your
team administration. In red, you have
your team saves. Maybe say one more thing, right? In pulpal, its creation. In blue, it's team. I would say clients, right? I don't have any
grading. I think you understand what you have to do. You have to copy and paste and color tasks that are similar. So that's you are
going to group them. And these groups will be
our teams in a Santa. Once you've done that, I want you to write down here all the teams
are trying to create. So it's here. And I want you to keep
describes as teams, e.g. in the team
administration at mean, rarely going to find
all the admin tasks that are not related to
want special clients. Here in tin, sales
and marketing, you're going to find all your actions that are relating to those sales of your products, everything that will
make people know you. So you can hear, write down your teams and here's the description
of your team. Why am I asking you that? Because most of the time my
client wanted to do it on their own to start to
create some teams. And then it's not clear for them which task is
supposed to be, where it must be
super clear for you. What are the different
separation between your teams? Why team a is
different from Team B? And you have to write this down. So I worked here
some final checks. Our systems description clear to you and clear to
the people that are going to use Santa done the teams overlap
with each other. Would it be clear for you
when you are going to find a project in which
teams this project is, you have to ask you
these questions. Here I put a little nods
saying that depending on what, on what you produce and the
length of your missions, you will probably have
a team for clients or a team pair of products
or services that you sell. In addition to marketing and administration
and everything. So I'll let you
define your teams.
20. Audit your teams: Next, you know why you
are going to use Asana, you know what success
will look like, okay, so now let's have a look
at your current situation. What is happening
worth nine your business and what is
going to change, right? So first you have to analyze
your current situation. I want you to write down all the tasks that you
have in your business, everything and tried doing. This is a first step. So e.g. painting,
sending an evil, an invoice, or
recruiting or anything. Okay, I want you to write
down all your tasks. This is the first thing. Second question, I
want you to think about what is causing
you the biggest stress. What could you optimize in
your daily business life? And then I want you
to write down if you already have some
existing process and workflow in your business. E.g. if you are a graphic designer and
you create a lot of logo, or maybe you have
already written all the trends steps
to make a logo. Okay? So a workflow is the different steps
are struggling to do in order to achieve a goal. So right now, your
existing processes, if you have some if you don't, well, we are going
to work on it. Okay. So I'll let you a
digital business for summer.
21. Your first workflow: Next saw your tools are defined congratulation
for this work. Now you can switch to CSS tab, creating your first workflow. Here, you will ask yourself, where is your number
one value proposition? What are you doing? What is your job? And I'm sure that
what you're doing can be an efficient workflow, e.g. if you are working
on creating a logo, I'm sure that there are some different
steps that you have to do every time the
track rating logo. First one is to ask for a brief. Second one is maybe
to receive all of the different information
from a client, like for examples, the
colors or everything. Then the third step is
to sketch something and then to ask the client if he likes it and then do another version and then to
export it in some format. Okay? So this is all the steps
that I want you to think about to create your
first workflow. What for? Why are we going
to do that while? Because then you will
be able to create a template in the
center and then you will be able to duplicate this template so
that every time that you are doing this
action's every time a trigger doing this service, this product, you don't
have to start from scratch. You can just take this and
duplicate and that's it. And you do it again and you're not going to forget anything. Everything will be so
much more efficient. Okay? So I want you to
create your first workflow on a sign-up by first
thinking on this hit. And then my implementing
in a Santa. Good luck. And I will be super happy if
you could share a screenshot of what it looked like in
the center just below. Thank you.
22. Standard project: Next congratulation, you have your teams and you'll have
your first workflow on Asana. Nobody can stop you now, what I can do now is to define
your standard projects. You have your team, you have one workflow that maybe you want to fill
in all the teams. So what I suggest you to do is to go on this tab,
your standard project. And you will see that you
have a table for each team. So your team, XYZ, XYZ, you just change the name and then Andrews
is in this table. You can type the name
of your projects, template project, maybe
their description, and maybe their construction. As an example, you
could have like lead and client projects. I have this one, e.g. I. Have a section for the lead. Then when I sell them,
there were quotation. Then I have their agreement, then I start and then I am waiting for the
final payment formula. It's a process. This is part of my selling Tim. Alright. This is like a
standard project for me. So I advise you to think about this kind of
project that you need. So that's your organization
is super clear and organized. So product name,
product description, different section,
special features. If there are some for
each team and project. Good luck.
23. Your usage rules: Finally, I want
you to think about those different rules for
using a salon, your company. If you're working on your own, it's maybe not important
to think about that because you will be the
only person using a center. But if you're
working with a team, it is very important to know how you are
going to use the tool, how you are going to
name the project teams. We need to agree with that
with other people because if someone else is creating a
team in names it I don't know. It's something that you
don't understand why. Maybe it will be
difficult for you to remember what you
are supposed to find in this team, okay? So, agree on how you're
going to name your teams. Agree on how you're going
to name your project. Agree on who is supposed to
mark your task as completed. Is it anyone or the managers, or how are you
going to use Santa, your projects are
going to be public, private, same for Teams. So you have to think
about all of that. And I suggest you to write
all these rules here.
24. Conclusion: Congratulations for reaching
the end of this course. Well done. Now you
know how a cell works, and I hope that you
know how you're going to use a center
for your business. I hope that it's going to
help you reach your goals. Any goals, it could be an, a financial point of view. On a personal point of view, maybe you want to work
less but more efficiently. Any goals. I just want
you to use Asana to reach these goals and to have a business and new
way of working. Really more clear. So if you enjoyed
this course to that is they talk about
what's around you. And if you want to dive more in depth into your organization and you want to talk
with me while you're fine detail to contact
me below this video. So congratulations again for reaching the end of this course. I hope that it helps and I wish you all the best
with your business by