This is a “slow” follow-up pro tip to the excellent reminder by @Bastien_Siebman: 💡 Use Asana as an habit tracker
With this tip I’d like to expand the scope of using Asana as a habit tracker by leveraging features like Brief, Overview, Milestones, Board, Dashboard, Rules and Inbox Notifications.
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Brief - Use this space to explain the purpose of your habits as they relate to a yearly theme or resolution
- Provide a description for this them that explains why the habit is necessary or important
- Outline some objectives that you want to focus on. In my case, I listed areas of my life (4Cs) that I wanted to take action on - Craft, Community, Constitution and Contemplation (credit: Cal Newport)
- Within these areas I noted 3 key focal points. For example, Community consists of Marriage, Father & Friendship. Within each I established a behavioral change I wanted to see and noted a physical change that would provoke this shift! e.g. put my phone away for the night after 6pm - thus removing distractions so my attention was on my family.
- Define your Productivity System that will help establish the routines necessary to develop new habits. In my case, I had events like: Morning Startup Routine, Evening Shutdown Ritual, Weekly Reset, Monthly Outlook and Quarterly Alignment.
- All of the above fed into Ideal Outcomes (established as Milestones) for this theme - targeting who I wanted to be on the other side.
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Overview - Allow for the Ideal Outcomes to be shown as Milestones with their respective due dates and status shown
- Sample Outcome - Exemplify excellence in every area of my professional life, never sacrificing integrity, always rooted in humility, and allowing success to serve others
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Board - Clean view of recurring tasks that pertain to habits or journaling as well as any set milestones. Also, allow for multi-homing of special projects that relate to areas of focus.
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Dashboard - Allows the metrics to motivate you or help showcase how you are prioritizing your set objectives.
Clearly I don’t prioritize journaling and I do a much better job with my startup over my shutdown. Get it together, Jerod!
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Custom Fields - Set these to add context to the items you are tracking over time
- Which area of focus you are working against over a period of time
- PASS/FAIL rating on habits
- Percent Complete on subtasks contained within habits
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Rules - Since Custom Fields are being used on recurring tasks, allow Automation (Rules) to clear any custom fields upon completion! Recurring task retains 'task progress' and limited scheduling options - #6 by Marie
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Inbox Notifications - Allow specific actions related to your habits to consolidate within any other Asana tasks that are due each day. These daily reminders really help motivate me just as @Bastien_Siebman points out: