A simpler way to manage My Tasks

As an Asana Service Partner, the question I get asked most is “How do you organize your My Tasks?” If you asked me last year, I would have given you a long-winded answer full of sections and rules, but void of hope. Implementing that old process was not inviting to new users and was less efficient than my new process.

This new process requires no new rules or sections. It uses intuitive views to focus on your task due dates, which is usually the most important field to edit. There are other useful views that help you quickly understand your workload across different projects.

Watch the video and let me know what you think.

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Very useful! :unicorn: Thanks for sharing! This takes your My Tasks at another level making use out of My tasks without having to venture out into the other areas of Asana if it’s not necessary.

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A number of us (based on feedback to this video elsewhere) would caution readers about adopting this approach solely as shown.

Just seeing your to-do list in Due date order means that work that takes time to complete will only appear on the day it’s due which will cause you to scramble and miss due dates because your task list isn’t actually in “to-do order.”

Perhaps others will share their takes. Here’s my recommendation for My Tasks that many client organizations appreciate and use daily:

Thanks,

Larry

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@lpb Thanks for sharing your thoughts on the thread. I also would love to hear folks’ takes and feedback. For me, actual time ranges work better than an “Upcoming” and “Later” sections, so I don’t see any risks in moving to this format. But again, it would be great to get others’ thoughts and have some folks try it and follow up. I’m all ears, folks.

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Yeah, I gotta agree with Larry here. I care more about when things should be started vs when they’re due.

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Thanks for sharing @Skyler. How do you determine when things should be started? Take me through your process. I’m always open to learning.

Very useful My Tasks setup.

I wonder how the priority is used in this approach. You added the custom field but you didn’t use this to group tasks etc.

Great question @AnnaPapiernik. With the Priority field, there are two options that I would consider:

  1. Adding Priority as a second sorting criterion after date or
  2. Add Priority as a group where you can clearly see the tasks by priority.

I use the first option because a) not all my work has a priority label, and b) option 2 creates more layers in the grouping that I don’t enjoy.

Here are images of what I’m referring to.



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