Asana

  • Asana tasks vs. subtasks [VIDEO]

    Video

    Confused about when to use tasks vs. subtasks in Asana? I like to think of a task as a “unit of work” and subtasks as checklist to show the smaller steps that need to be completed in order to complete the parent task. Subtasks are especially useful if you need to involve multiple people in a task to complete certain steps.

    Need help setting up Asana and optimising it for your business? Join my Master Asana program!

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    By Paul Minors•Posted on 22/11/2024•0 comments

  • How to build a sales CRM in Asana [VIDEO]

    How To, Video

    Learn how to create a simple sales CRM in Asana. While Asana isn’t purpose-built to be used as a CRM (and lacks some of the more advanced features that CRMs like Pipedrive have), it’s a great option if you’d prefer to keep all your work inside one tool, rather than setting up a separate CRM system. I’ll show you how to customise your CRM with fields to capture important information, how to automate your next steps using rules and how to report on key sales…

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    By Paul Minors•Posted on 08/11/2024•0 comments

  • My 5 favourite Asana features (Oct 2024)[VIDEO]

    Automation, Communication, Task Management, Team Work

    Here are my 5 favourite features of Asana that save us time and help us to standardise the processes within our business.

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    By Paul Minors•Posted on 04/10/2024•0 comments

  • A tour of an Asana expert’s account Sep 2024 [VIDEO]

    Project Management, Video

    If you’re not sure if you’ve set up your Asana account in the best way, then take a look at how the professionals do it! In this video, watch a behind the scenes look at how we use Asana at MinorCo to manage our work and communicate as a team.

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    By Paul Minors•Posted on 13/09/2024•0 comments

  • Asana for Agencies & Client Facing Businesses [VIDEO]

    Consulting, How To, Management, Remote Working, Time Management, Video

    One of the most common types of clients we work with is agencies and client-facing businesses (eg. law firms). Asana is perfect for this type of business and in this week’s video, I’m going to show you some of the ways you can manage your client work more effectively and how you can ultimately get better results for your clients.

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    By Paul Minors•Posted on 09/08/2024•0 comments

  • Asana 101: 10 Tips for Asana Beginners [VIDEO]

    Video

    Asana is only as good as what you put into it. Here are 10 tips for Asana beginners to help you get started and adopt best practices, fast!

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    By Paul Minors•Posted on 26/07/2024•0 comments

  • How we manage our client calls with Calendly and Asana [Behind the Scenes] [VIDEO]

    How To, Video

    Take a behind-the-scenes look at how we use Asana, Calendly and Zapier to create a super-efficient booking system to manage all our client calls. By setting up this system once, we never have to manually create or updates tasks when our clients book calls with us.

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    By Paul Minors•Posted on 21/06/2024•0 comments

  • How to use Asana Forms

    Wouldn’t it be great if you could automatically allocate work to your team as requests come in?

    This is simple enough using Asana’s Forms feature and combining it with custom rules.

    Learn how to create and use forms in Asana. This is great for collecting information necessary to complete tasks. This is great for processes like design requests, invoicing, bug tracking and support tickets. You can then use rules to automatically assign the task to the…

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    By John Doe•Posted on 07/06/2024•0 comments

  • Getting started with Project Templates in Asana [VIDEO]

    How To, Video

    Learn how to get started with Project Templates in Asana. Using templates is a great way of creating a standardised checklist that outlines how to complete a repeatable project so that you and your team never miss a step. Using Asana templates is a perfect for setting up standard operating procedures (SOPs) for your business.

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    By Paul Minors•Posted on 09/05/2024•0 comments

  • 10 Hidden Asana Features [VIDEO]

    Apps, Efficiency, Project Management, Task Management, Video

    We often show clients little features in Asana that get a big reaction. People tell us ‘WOW! I didn’t know Asana could do that!’. So I asked my team, what are the features that you show people that they’re most impressed by. Here’s what we came up with.

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    By Paul Minors•Posted on 12/04/2024•0 comments

What do the lessons cover?

When you purchase, you’ll get access to the following lessons via your customer account. This is a “go at your own pace” program where you’re free to view the lessons whenever you like:

MODULE 1: PLANNING YOUR PIPEDRIVE STRATEGY

  • 1.1: Introduction (4:10)
  • 1.2: Your Pipedrive vision and purpose (4:12)
  • 1.3: Planning your Pipedrive tech stack (8:50)

MODULE 2: SETTING UP YOUR PIPEDRIVE ACCOUNT

  • 2.1: Organisations, contacts, deals & leads (15:01)
  • 2.2: Setting up your pipeline(s) (28:24)
  • 2.3: Labels, data fields and products (42:40)
  • 2.4: Activities and lost reasons (14:01)
  • 2.5: Importing data from a CSV file (10:46)
  • 2.6: Using filters to find information (10:26)
  • 2.7: How to bulk update information (7:11)
  • 2.8: Setting up sales goals (16.02)
  • 2.9: Project management in Pipedrive (30:43)

MODULE 3: TEAM ONBOARDING

  • 3.1: Planning your Pipedrive rollout (10:13)
  • 3.2: Define protocols and best practices (12:53)
  • 3.3: User permissions, visibility and teams (17:17)
  • 3.4: Training your team (recommended agenda) (8:49)

More videos coming soon… (Last Updated: November-2024)

MODULE 4: USING PIPEDRIVE ON A DAILY BASIS

  • 4.1: Using leads, contacts vs. deals (12:28)
  • 4.2: Activities, automation and calendar sync (20:10)
  • 4.3: Scheduling appointments with Pipedrive or Calendly (13:10)
  • 4.4: Email integration, templates, automation and bulk messaging (36:09)
  • 4.5: Calling via JustCall and the Pipedrive mobile app (14:05)
  • 4.6: Insights, dashboards and reports (21:18)
  • 4.7 Revenue forecasting, payment instalments and subscriptions (18:20)
  • 4.8: Creating Smart Documents in Pipedrive (12:17)
  • 4.9: Automating your sales process with Workflow Automation (24:29)
  • 4.10: Sending email campaigns (24:51)

MODULE 5: INTEGRATIONS & AUTOMATION

  • 5.1: Create new contacts and deals with Zapier (18:45)
  • 5.2: Adding contacts to a newsletter or drip campaign (18:42)
  • 5.3: Posting Pipedrive updates to Slack (6:43)
  • 5.4: Auto-generate proposals and quotes with Pandadoc (9:35)
  • 5.5: Auto-generate contracts with Webmerge (13:25)
  • 5.6: Invoicing via Quickbooks or Xero (8:06)
  • 5.7: Using LeadBooster to get more leads (15:28)
  • 5.8: Linking Pipedrive to a project management system (13:23)
  • 5.9: My booking system and email automation explained (23:25)

What do the lessons cover?

When you purchase, you’ll get access to the following lessons via your customer account. This is a “go at your own pace” program where you’re free to view the lessons whenever you like:

MODULE 1: PLANNING YOUR ASANA STRATEGY

  • 1.1: Introduction (4:28)
  • 1.2: Your Asana vision and purpose (13:23)
  • 1.3: Planning your Asana structure (17:31)
  • 1.4: Members vs. Guests (5:39)
  • 1.5: The Pyramid of Clarity (4:39)

MODULE 2: SETTING UP YOUR ASANA ACCOUNT

  • 2.1: Setting up a project (42:00)
  • 2.2: Using workflows, custom fields, rules, tags & forms (44:16)
  • 2.3: Should you use projects or tasks? (e.g. clients, events) (16:10)
  • 2.4: Importing tasks from a CSV (4:38)
  • 2.5: Seeing the big picture with Portfolios & Workload (19:24)
  • 2.6: Creating project and task templates (35:52)
  • 2.7: How to manage meetings (15:10)
  • 2.8: How to move projects between accounts (7:22)
  • 2.9: Planning your goals in Asana (24:40)

MODULE 3: TEAM ONBOARDING

  • 3.1: Planning your Asana rollout (10:23)
  • 3.2: Define protocols and best practices (22:41)
  • 3.3: Training your team (recommended agenda) (8:33)
  • 3.4: Improving the success of adoption (4:37)
  • 3.5: Customize your onboarding process (10:33)

MODULE 4: USING ASANA ON A DAILY BASIS

  • 4.1: Use ‘My Tasks’ to plan your day (17:09)
  • 4.2: How to communicate in Asana (14:00)
  • 4.3: Checking the inbox (9:19)
  • 4.4: Sharing project status updates (7:36)
  • 4.5: How to use Asana and Slack (9:45)
  • 4.6: Keyboard shortcuts (4:16)
  • 4.7: Filtering tasks with advanced search (5:49)
  • 4.8: How to manage approvals in Asana (4:25)
  • 4.9: Best practices for assigning a task to a colleague or VA (8:38)
  • 4.10: Daily habits every Asana user should follow (8:29)

MODULE 5: ADVANCED TRAINING AND AUTOMATION

  • 5.1: How to create projects with subsections (8:37)
  • 5.2: Automating tasks with Zapier (19:12)
  • 5.3: Time tracking options (30:33)
  • 5.4: Creating a client-facing project (5:26)
  • 5.5: Multi-homing tasks into multiple projects (10:41)
  • 5.6: Creating reports in Asana (14:33)
  • 5.7: Creating automated checklists with rules (5:21)

More videos coming soon… (Last updated: June-2024)