Project Management

  • A tour of an Asana expert’s account Sep 2024 [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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  • 10 Hidden Asana Features [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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  • How to migrate team communication into Asana [VIDEO]

    My team and I have been using Asana as our primary tool for communication since the inception of my business. By communicating in Asana, we can keep all conversations linked to our work and we don’t have to switch between email and other tools to find our conversations.

    In this video, I share some tips on how you can encourage your team to make this behavioural change and how to adopt Asana as your primary tool for…

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  • Getting started with Portfolios in Asana [VIDEOS]

    Learn how to get started with Portfolios in Asana. Portfolios help you to zoom out and see where you’re at across numerous projects. You can visualise when different projects start and finish, what milestones are coming up and track the capacity of your team.

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  • How to plan your year with Asana [VIDEO]

    Learn how to clean up your account and plan for a successful year with Asana. In this video, I share how to use goals to set up your company, team or individual targets for the year. And how you can use Portfolios and calendars to see your upcoming work and projects.

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  • How to use Asana’s Gantt View [VIDEO]

    Gantt charts provide an easy way to visualise tasks in a project, how they’re interconnected and in what order they need to be completed by.

    Asana’s new gantt view is ideal for projects where you are working backwards from a deadline and tasks need to be completed in a certain order e.g. marketing campaigns, product launches or events. Here’s a video on how to use the new Gantt view (and how it differs from the Timeline).

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  • How to create Workflows in Asana [VIDEO]

    Using Workflows in Asana, you can create pre-defined processes and rules that govern how tasks are created and managed within a project. This helps your team work more efficiently as you don’t think about what needs to be done next. Instead, the workflows in Asana keep everyone updated and it’s clear what needs to be done next.

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  • Introduction to Asana for Project Management [VIDEO]

    In this video, I’m going to walk through setting up a project and the project management features you can use to help you work move your work forward more efficiently.

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  • How to store operating procedures SOP’s in Asana [VIDEO]

    Creating Standard Operating Procedures (SOP’s) help you to document your processes so that you can follow a consistent checklist when executing on a project. It also makes it much quicker when onboarding new team members and teaching them your process.

    A lot of people create standard operating procedures (SoP’s) as written documents which get shared with their team but they tend to not get looked at that much. By using a project or task template in Asana, you’ll make it quicker and easier for your team to follow a consistent process,…

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  • How I run my business with Asana [VIDEO]

    In this video, I share how we use Asana in my business to organise the work we’re doing and to communicate as a team.

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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)