Project and Time Management in Asana Platform

• Basic understanding of project management

Audience

• Anyone who plans to implement Asana in their team
• Already use it but want to organize and deepen their knowledge
• Manage projects and processes in companies and organizations
• Want to manage their team's work more efficiently

The "Project and Time Management in Asana Platform" training provides participants with the knowledge to configure the platform effectively, organizing both their work and the work of their team efficiently. During the training sessions, participants will learn about the various functionalities of the platform and their effective application, as well as best practices in personal time management. The training will be directly applicable to their daily work, using examples of projects and tasks from their professional lives. This will enable them to immediately apply the acquired knowledge and skills in their work.

This instructor-led, live training (online or onsite) is aimed at beginner-level project managers who wish to use Asana to manage their organization's projects and processes.

By the end of this training, participants will be able to:

• Build their first project in Asana, which they can immediately apply to their work.
• Learn best practices in project management, enabling them to manage projects more effectively.
• Learn effective methods for setting goals and priorities, helping them to focus more on what is important to achieve desired results.
• Discover how to summarize work with the team, reflect on failures and mistakes, and implement improvements.
• Learn how to save several hours a week using templates and automation available in Asana and integrations with other platforms.
• Learn to analyze bottlenecks in projects through Asana’s statistics and reports, enabling more efficient project management.
• Discover how to create an environment in Asana to streamline operations and communication within the team so that no important information or actions are missed.
• Enhance their time management, project management, and team management skills, allowing them to act more effectively as a leader.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Introduction and Collaboration Principles

• Common challenges and mistakes in project management on the Asana platform
• Navigating the platform - Structure and logic of Asana
• Best practices in personal time management - effective planning flow

Asana Basics

• Asana - first steps
• Getting acquainted with settings and account configuration
• Projects in Asana
  • Types of projects with examples of their application
  • Creating and configuring the first project
  • Project views in Asana (list, board, timeline, calendar)
  • Adding columns, labels, and ways to use them
  • Additional project editing options
  • Creating project templates and ways to use them
  • Common mistakes in creating projects in Asana
  • Best practices in managing projects and teams on the platform

Tasks and Their Functions

• Adding tasks, responsible persons, deadlines, attachments
• Task dependencies
• Creating task templates
• Best practices in creating and managing tasks

Managing Own Work through My Tasks

• Configuration of the My Tasks tab
• Adding tasks from this tab
• Adding simple automation to save time in work planning
• Best practices in personal time management through the My Tasks tab

Inbox

• What can be found there and why it's worth checking?
• Best practices in managing the inbox

Communication in Asana

• How to communicate effectively in Asana?

Asana Advanced

• Advanced search
• Forms in projects and their application
• Automation in Asana to save time
• Setting up a workflow with connected automation
• How to analyze reports and statistics in Asana to identify bottlenecks and unequal task distribution among employees
• Integrations with other tools (to choose from):
  • Gmail
  • Chrome
  • Google Calendar
  • Slack
  • Clockify
• Managing Asana from the admin panel

Summary and Next Steps