How to create Workflows in Asana

Рет қаралды 24,851

Күн бұрын

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.
0:00 - Introduction
0:40 - What is a workflow?
1:43 - Starting your workflow
4:23 - Input sources
5:35 - Forms
12:46 - Task templates
17:03 - Rules
26:47 - Outro
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Пікірлер: 33

@shawncopeland2534 9 ай бұрын

Moving back from Trello to Asana. So glad I came across your video tutorials. Great content and instruction. Thank you for sharing!

@minor-co 9 ай бұрын

Thanks and welcome back 😀

@Sasha0927 5 ай бұрын

I've just joined a creative team and my boss wants me to help optimize their workflow, so this comprehensive and informative video is a gift to me. I'll be watching (several) others like it to prepare for my start on Monday!

@minor-co 5 ай бұрын

Thanks, please let me know if you need more help!

@Sasha0927 5 ай бұрын

@@minor-co Thank you, I just might! This place has a newsroom, "deadlines don't exist until they do and then it's a mad scramble" vibe, so I'm leaning heavily into project / task templates and rules to seamlessly transition work. We'll see if it's helps the team and keeps boss happy. 🙃

@carrieminns Жыл бұрын

Fantastic video. Thank you so much. Your knowledge and expertise is so helpful!

@minor-co Жыл бұрын

Glad I could help 🙏

@jacobhartley6670 Ай бұрын

Thanks homie, this video helped a lot!

@minor-co Ай бұрын

Great to hear!

@RalphErvin Жыл бұрын

Excellent video. Incredibly, I spent the 2 days before this release searching and reviewing videos for content on workflows to use to better manage my youtube channel. Thanks as always for sharing your expertise.

@minor-co Жыл бұрын

Thanks, I'm glad this helped 😀

@abankard 10 ай бұрын

Great tutorial. Exactly what I needed.

@minor-co 10 ай бұрын

Glad I could help!

@sofiamateus7161 11 ай бұрын

This is extremely helpful! Thank you so much!

@minor-co 11 ай бұрын

Thanks, glad I could help!

@mindyschaper 7 ай бұрын

Great video and feature!

@minor-co 7 ай бұрын

Thanks, glad this was useful!

@ashishshrestha7179 2 ай бұрын

Thanks for the video. It was helpful . Is there anyway to automatically add same task through the form in same project everyday and assign a person in charge for the task.

@minor-co 2 ай бұрын

If you'd like to create a task that repeats each day, I'd recommend just creating a task with a recurring due date instead of using the form.

@CharlotteShurtz 4 ай бұрын

Do you have a tutorial about how to integrate with an App - like Salesforce?

@minor-co 4 ай бұрын

Not at the moment, thanks for the idea.

@fionasilverspring 5 ай бұрын

Thank you for this valuable video. May I ask, is it possible to auto email the person who has submitted a form into Asana? i.e. you can't set the email in an email rule because it could be anyone from the team who has submitted it although the email body text can be pre-set in the situation I'm thinking of

@minor-co 4 ай бұрын

You could do this with Zapier. Let me know if this is something you need help with and we can help set it up.

@fionasilverspring 4 ай бұрын

@@minor-co Thank you, I did think that was the only way on the free version.

@Serg-uf4xw 4 ай бұрын

@@minor-co would this also be the case for adding the "requester" or form submitter as a collaborator in the created task?