First steps on Asana for creative business | Solène Verhaeghe | Skillshare

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First steps on Asana for creative business

teacher avatar Solène Verhaeghe

Watch this class and thousands more

Get unlimited access to every class
Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Watch this class and thousands more

Get unlimited access to every class
Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Lessons in This Class

    • 1.

      Introduction

      1:01

    • 2.

      Create an account

      1:04

    • 3.

      Guest vs member

      1:49

    • 4.

      Your settings

      5:52

    • 5.

      Asana Organization

      5:05

    • 6.

      Create a team

      1:04

    • 7.

      Tips for teams creation

      0:38

    • 8.

      Create a project

      9:05

    • 9.

      Project features

      2:14

    • 10.

      Project Premium features

      3:10

    • 11.

      Tasks in Asana

      6:36

    • 12.

      Your productivity hub

      4:19

    • 13.

      Your hub - business features

      5:41

    • 14.

      Build your own system

      1:15

    • 15.

      Define your why

      0:47

    • 16.

      Why Asana ?

      2:15

    • 17.

      Audit your business

      1:13

    • 18.

      Your teams

      0:33

    • 19.

      Define your teams

      3:58

    • 20.

      Audit your teams

      1:13

    • 21.

      Your first workflow

      1:42

    • 22.

      Standard project

      1:31

    • 23.

      Your usage rules

      1:01

    • 24.

      Conclusion

      0:55

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About This Class

Learn how to use Asana quickly and efficiently. 

In addition to tutorials video, I show you how to build your own system in Asana.

So you'll learn in a first time how Asana works, and then, how to use Asana for you, as a creative business owner.

Meet Your Teacher

Level: Beginner

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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