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Getting Started with Asana (video)

Learn the essentials of how to get started with Asana, set up your account and onboard your team in this comprehensive 90-minute video.

Hi, I'm Paul. I’m an Asana Consultant and I've worked with hundreds of clients and companies to improve their use of Asana. I've condensed the most common advice I give into this 90-minute video so that you can get started with Asana… fast!

WHAT YOU'RE GOING TO LEARN:

In this getting started video, I'll guide you, step-by-step on how to:

getting started with asana1) Set up your brand new Asana account: I'll also share tips on how to organise your team and projects, including the most common structure I recommend so you can maintain a well organised account.

2) How to onboard your team: Getting your team to adopt a new tool is a challenge (evenat the best of times). In this video, I'll share my "Asana rollout" process including how to plan your own training, setting the rules for your team and key topics you'll need to cover.

3) Asana best practices: In this section, I share the most common mistakes that people make with Asana and the essential features each new user needs to learn when getting started. You can even use this section of the video when running your own internal training.

All organised into one 90-minute video, including convenient chapter markers for easy navigation.

If you need more 1-on-1 guidance and support with Asana, start by booking a 30-minute introductory call with me (free and no obligations). On the call, I can learn more about your requirements, you can meet me and we can work out whether we’re a good fit for one another. I'll then send you a no-obligation proposal that addresses the specific problems and objectives that you'd like to work on.

Kevin Buhler

Paul is THE guy for Asana, period. A gift for clear communication makes him a joy to listen to, and between watching his video and the 1:1 call with him my Asana world is finally in the sweet-spot I've been imagining for it. Paul, keep up the strong work- you've found your niche.

Kevin Buhler BuhlerAssoc.com

Table of Contents

 

PART ONE: SETTING UP YOUR ACCOUNT

1. What is Asana?

2. Create your first project and tasks

3. How to structure your team and projects

4. Using Custom Fields

5. Using Tags

6. Practical applications of Asana

PART TWO: ONBOARDING YOUR TEAM

7. Decide how Asana will be used in your company

8. Decide on rules to follow

9. How to run your own Asana training workshop

PART THREE: BEST PRACTICES:

10. MyTasks

11. Inbox

12. Commenting and following

13. How to use Asana on a daily basis

VIDEO & TRAINING PACKAGES

Along with the 90-minute getting started video, get extra support from Paul:

  • 1-Hour review (recorded) - After you've watched the video and done as much as you can on your own, you can use the 1-hour review to connect with Paul and get more personalised support.
  • BONUS: Advanced Goal Planning in Asana (video)(21:02) - In this advanced video, we go behind the scenes of one of my client's accounts to see how Asana can be used for long-term strategic planning.
  • 2-Hour training workshop (recorded) - If you want help with team training, book a 2-hour training workshop and Paul will train your team on Asana best practices and common mistakes to avoid. Great for onboarding your team and ensuring Asana is successfully adopted.
  • 30 Days Q&A support via "Team Conversations" - Following the training, the team can ask additional questions via the Team Conversations section of Asana to get extra help as needed.

Getting started video (90-min)

1-Hour review with Paul

BONUS: Advanced Goal Planning in Asana video (21:02)

2-Hour team training session

30 Days Q&A support via "Team Conversations"

Video Only

$97.00

A great "do it yourself" option

  • Getting started video (90-min)

  • 1-Hour review with Paul

  • BONUS: Advanced Goal Planning in Asana video (21:02)

  • 2-Hour team training session

  • 30 Days Q&A support via "Team Conversations"

Video + Review + Training

$697.00

Extra help with team training and follow up support

  • Getting started video (90-min)

  • 1-Hour review with Paul

  • BONUS: Advanced Goal Planning in Asana video (21:02)

  • 2-Hour team training session

  • 30 Days Q&A support via "Team Conversations"

JOIN MY ASANA "OFFICE HOURS" TO GET ONGOING SUPPORT

Sign up to my "office hours" and join a bi-weekly group call where you can ask questions, get help from me and connect with other Asana users. Learn more about "Office Hours" »

Sarah Summerall

Paul was essential to getting us all on Asana and helping me overcome by change and decision making anxiety about switching to a new system. Further, he took the time to integrate Asana into Zapier and train me on how to use Asana/Zapier to automate important parts of our email communication process, that will save me the time of sending more than a thousand emails a year. He was very pleasant and easy to work with. Money well spent.

Sarah Summerall Summerall Law

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