Getting Started

English Forum Tips and Tricks
1

Hi everyone! I am testing out the project managment platform for our team, and we have some questions which are located below. If anyone has any insight or can direct me on where to find the answers, I would appreciate it! :slightly_smiling_face:

  1. How do we access the Asana training?

  2. Does Asana integrate with Power BI?

  3. How do we pull reports on the project statuses?

  4. If we were to import templates, we can reuse the default version for new projects, correct?

  5. What does sending out monthly status reports look like?

  6. We would like to build a dashboard in our internal SharePoint that pulls in all the projects and business cases from Asana. Is that possible?

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2

Welcome to the forum, @Shari_Carter!

  1. Asana has a lot of training material at this link
  2. Yes, see here for more info
  3. There are numerous ways to do this; see here for some ideas
  4. Correct, project templates can be re-used any number of times
  5. Again, there are many ways to do this. Asana dashboards are a good starting point, as are portfolio and project status updates, which support AI assistance now for certain paid plans
  6. Depending on how you configure your Sharepoint, this may be possible. It’s difficult to answer completely without seeing your setup and desired outcome
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