learning goal : maximize your productivity

1. advanced features

2. interconnected projects

3. time saving strategies

1. learn about advanced features in asana premium + business tier

 Forms—Capture the right details every time for any project brief or request. Forms are directly connected to projects,
so once submitted, we can track them all in one place.
Available also for drop down listed projects ( supposed we have many projects)
 Custom fields—Create drop-down, number, or text custom fields in projects and Portfolios to capture information
uniformly, track the status, and to sort and filter information (like spreadsheet columns.) we can also get notifications when
custom fields are changed.
 Task dependencies—Mark a task as waiting on another to help keep complex projects on track and ensure the right
work is getting done at the right time.
 Rules—Add rules to automate manual processes like assigning tasks, updating Asana fields, and more.
 Timeline—A Gantt-style view of how each piece of your project fits together that helps us to start projects on the right
foot and hit your deadlines.
 Asana-created templates—Use our pre-made templates to quickly add new workflows to Asana, based on our best
practices. We can further customize the templates to match our workflow as needed. For example : marketing template
 Custom templates—Standardize common workflows by creating custom project templates that anyone can use.

Reporting and progress insights

 Milestones—Make project goals clear and keep our team motivated by setting task milestones as key markers of
progress.
 Status updates—Craft a status update in seconds to share with relevant stakeholders. We can also save update
templates and utilize graphs from Dashboard to populate updates.
 Dashboard—Provides custom real-time charts to help you understand where work may be blocked or off-track, with
the ability to export charts to PNG.
Also we can make summary of the progress or performance of the each projects.

Balance privacy and transparency

 Privacy settings—Have the option to make projects and teams private or public, to protect sensitive work, or make it
public to your entire organization.
 Admin controls—Designate an administrator to manage users and teams and configure Google SSO for their
organization.†
 Comment-only projects—Prevent accidental changes to your projects or templates and allow certain project
members to make only task comments, while still giving them access to information in the project.

Bussiness tier

Business plan is intended for teams looking to plan, manage, and monitor work across their entire company. It has more robust
features for project managers, portfolio leads, and management to best allocate resources and understand progress towards
big objectives.

In addition to all Asana Premium features, we get additional features:

 Goals—Set, track, and manage company goals while connecting it to work to achieve it for a single source of truth for
leads, executives, and individuals.
 Portfolios—Organize strategic initiatives into Portfolios to monitor the status, timelines, and teammate workloads
across projects.
 Workload—Asana’s resource management feature provides a single view of team bandwidth and helps you make
informed staffing decisions and rebalance workloads if needed.
 Proofing—Give clear feedback by leaving comments directly on images or PDFs that turn into tasks for easy tracking.
 Approvals—Request and give approvals on work in Asana.
 Rules—Add rules to automate manual processes like triaging, assigning tasks, updating Asana fields, and more.
Business customers can create custom rules, use conditional logic, and have access to more preset rule options.
 Data control—Control who can edit custom field values across all projects, so you can track all information
consistently within your organization.
 Salesforce integration—Drive better collaboration throughout your sales cycles by tracking follow-up work,
automatically creating projects when customers reach key opportunity stages.

2. Next we learn about implementation into case study :

1. Learn how Michelle uses custom templates, milestones, and custom fields to structure her project
2. Learn how Michelle uses timeline to adapt plans as deadlines shift
3. Learn how Jaime uses forms and rules to standardize work requests
4. Learn how Chris uses proofing and approvals to streamline feedback cycles
5. Learn how Michelle uses status updates to keep stakeholders informed
6. Learn how Luis uses portfolios and workload to track progress and balance work assignments