Okay so i’m fully sold into Asana.
We are still in the trial period BUT its amazing.
However, i’m sure i am not using it correctly or efficiently.
There are only 3 of us at the company.
User 1: Director, admin, installer
User 2: Installer
User 3: Accounts
Currently, i am using the Sales Pipeline Template and a Task List Template as projects in my team.
User 1 (myself) inputs ALL tasks into My Tasks.
From there he assigns whether its a JOB (paying work) or a TASK (internal business activity, cleaning, building storage, product development).
If its a JOB, it puts it into the Sales Pipeline Project.
If its a TASK it puts it in to the Task List project.
What i am finding is getting confusing, is i seem to want to only work out of My Tasks which i think is wrong.
New client rings up asking for a quote on a project.
User 1: Create new task in my tasks.
Assign custom field to JOB
Then from within my tasks i add SubTasks and assign them to my self or User 2.
Sub Task 1: User 2 attend site and measure up
Sub Task 2: User 1 create quote.
Then as these tasks are done, i update a custom field within My Tasks to or and then a custom rule moves them around in sales pipeline for example.
I just feel like im configuring this in a very convoluted way.
Am i wrong in only working out of My Tasks?