Recommended Learning - individual finance user

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1

Hi, I’m new to asana and just wanting some recommendations for learning material

I am an individual business operator contracted to a larger org but working on an individual basis entirely (client-facing, providing financial services) and would have no other users associated with me in Asana. I want to use it to manage workflow through loan applications, client nurture/prospecting, and ongoing support for settled clients.

A lot of the learning seems tailored to multi-user setups so I’m open to suggestions, thanks!

2

Welcome, @rdAUS,

Here’s one I did in concert with the Asana Education team that might be useful:

Thanks,

Larry