Create Team Meetings with ASANA

English Forum Tips and Tricks
1

Hi,

Do anyone know I can create a meeting and have it assigned to all my team members. Where any change I make to the description will be reflected to all my team members?

2

Hi,

There are several ways to organize meetings with Asana:

  • create a project dedicated to the meeting, add all participants as members of the project, and the tasks make up the agenda. In this way the project members receive notifications of the topics added to the agenda. See the template provided by Asana: Free Meeting Agenda Template [2023] • Asana
  • a task is a meeting. You add participants as followers of the task, which allows you to exchange on the agenda via comments.

Julien

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3

As @Julien_RENAUD mentioned:

  • you can create a project “team meetings”
  • each meeting can be a task
  • you can add a custom field that is a drop down and has only one value “schedule meeting” or something like that
  • you can use Asana Rules if you are on Business that when Schedule Meeting is chosen the task is added to a hidden project
  • you can create a Zapier automation which is watching this hidden project
  • new task created > add to google calendar for example

The reason to have a manual trigger is so the Zap triggers when you have clarified all data in the task (maybe by accident you can add the wrong date, etc.)

Hope this helps :slight_smile:

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