My top ten advices about Asana: unfiltered and slightly controversial

Here are my top ten advices about using Asana: unfiltered, and sometimes slightly controversial

:one: Create more projects, use less subtasks.

This is one of the biggest problems we see: people are afraid of having too many projects, so they rely on either a very big project or way too many subtasks. Having a lot of projects is not a problem. It is a problem if you use the sidenav to move around.

:two: Don’t use the sidenav to look for something

The sidenav is not the right place to look for something. It is the right place to click on My Tasks, Inbox or click on a project you starred. Anything else should be done with the search.

:three: Use My Tasks. Several times a day.

Don’t tell me that it doesn’t make sense for your company. It definitely does. People need to be able to go to My Tasks to see what they should be working on. If it doesn’t apply to you, then you’re not using Asana the right way. You are either not assigning to the right people or not training people properly.

:four: Ditch the email notifications, use the Asana Inbox

If you don’t see the value of the Asana Inbox compared to the email notifications, it means you are in “react” mode and only use notifications to know “what’s up”. Notifications contains answers, questions… If you have too many, that’s something we can help you with.

:five: Learn to setup notifications properly

The number one reason you’re not using the inbox is that you never set up notifications properly:

  1. You need to disable the “new tasks” added notification.
  2. You need to disable it on all existing projects.
  3. You need to disable the “Due today” notification.
  4. You need to remove yourself from tasks quite often.

:six: Use comments more

There’s a very good chance that you’re not using comments enough: document decisions, document your tests, write what worked, what didn’t work, document your change of heart. You need to do that to help AI and colleagues understand what has been done on that specific task.

:seven: Constantly clean up and improve

Your Asana account is a living organism. It has to be cleaned, it has to be maintained, and you need to constantly improve the processes.

:eight: Profile pictures. For everyone, no exception.

I don’t care that John doesn’t want to put a profile picture, it is compulsory. We are human beings. We need to collaborate. The work environment has to be friendly. It is important.

:nine: Use emojis more

You need to define a set of meaningful emojis to use in your Asana as a way to make it easier to understand, easier to navigate, as well as more colorful.

:ten: You don’t need more fields.

You need to properly use the ones you already have. Every time you add a new custom field, it means people have extra work to do to fill them in. You need to have processes to make sure the data is there. You have to check for consistency and errors. It is a lot of work, so it has to be worth it.

So, what do you think?


Bastien, Asana Expert
i.DO (Asana Partner: Services & Licenses)

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+1 on using emojis more.

Also - use the keyboard shortcut “E” to archive inbox notifications.

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As always, this is beautifully said @Bastien_Siebman

For me, tip 4 and 6 are at the top! They are so crucial for the engagement and full use of Asa’s and to drive better team collaboration :clap::clap:

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Thanks for this share. I m currently tidying up our asana boards as well creating more projects to make use of the dashboards and reporting more efficiently. Also i m creating overviews of the current work using Portfolios.
The notification settings recommendation that you are describing works very well for me since a long time.
About point 2 for poeple working with overview this is something missing in Asana - but as mentioned above , I´m trying to make use of the Portfolios more.

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All of these are very good pieces of advice. The one that I’m particularly interested in is number 7.

@Bastien_Siebman - I love this list and agree wholeheartedly. The only thing I see missing here is maybe a screenshot or link to some of the items referenced. For example, what do you mean by “Disable the Due Today notification.” Where would I disable that?

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Great notes!

I would add: Tag people! We use @ mentions when we need attention from others on tasks. This has the added benefit of allowing you to filter your inbox! (I can’t recall if the @mentions tab in the inbox is built in, or if I set it up myself, but having a view of just the notifications that require my action has been a lifesaver.)

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How is everyone using #9? I never use emojis for tasks, but am open to it - just don’t have a grasp on when and how that would be useful.

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For this answer, look no farther than @Bastien_Siebman, our MOE (Master of Emojis)::

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Here you go :slight_smile:

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In a feeble attempt in 2019 to capture some of the emoji glory (that fully belongs to @Bastien_Siebman for life), I humbly offered:

Thanks,

Larry

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We had a great debate on the multiple Assignees forum. On this topic I could not agree more with every one of your points. Well said!

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This is a pretty good list. I agree with all - except #5. The notifications in my Asana inbox are great and keep me in the loop about what I need to do (and the progress of the others I oversee as a Project Manager). My list would still say “Learn to set up notifications properly”- but I would encourage some of these notifications to be coming through for folks.

Love #7! I have a standing task in the “Project Management” section of every project for me to check the project weekly & clean it up. Most of the time, I don’t need to do much, but it’s a lifesaver to stay on top of it!

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I love this! Thanks for these great tips. I have gone back and forth on more boards, then consolidating boards, then going back to having more boards. One issue I have encountered with having more boards (which is my preference) is not being able to easily post a Status Update (using Asana AI) for one project that may have more than one board. For example, I would like to report on one organization initiative and this initiative may have various boards (a webinar planning board, an agenda board, a project management board…). Anyone run into this? Thanks!

@Lauren_Henderson1,

If you’re on the Advanced plan or above, you can create a portfolio for the initiative’s projects and use portfolio status for your report, very similar to project status, but covering multiple projects.

Thanks,

Larry

@lpb,

You just blew my mind. Yes, portfolios would be perfect. Thank you! :grin: :folded_hands:

1 Like