Why hire an assistant and how to use them ?

I recently had a discussion with the CEO of a retail company. He was not using Asana properly, and people around them were starting to complain. So we looked at their Inbox, My Tasks, settings…

The discuss also led us to talk about delegation, and the power of hiring an assistant.

At iDO, and even personally, we have had an assistant for a long time. And it has been amazing. Don’t get me wrong: it is hard to delegate. Especially at first. But when you get used to it, you can’t go back.

Here’s a list of things we delegate, to inspire others:

  • research: “I want to buy a new microphone, can you find me the top 3 model for my use-case?”
  • data manipulation: “I need to extract the domain names of those 2500 accounts”
  • discussion with other parties: “Can you ask the accountant what needs to be done to start accepting Pounds as a currency?”
  • social media: “Can you make sure we publish one YouTube video per week, and assign them to me?”
  • visual: “Can you use the template on Canva to generate 12 new thumbnails?”
  • admin: “Can you add our new hire to all the Asana teams, according to our process?”
  • data entry: “We added a new field to track the country of clients, can you update the 500 tasks we have?”
  • monitoring: “Can you watch for big fund raising in the retail industry and warn me if it is above 10M$?”
  • copywriting: “Can you use deepL to translate this post, and proof-read it?”

In those cases, using Asana as a shared tool with the assistant allows to:

  • centralize requests
  • follow progress
  • facilitate recurring tasks
  • streamlines communication
  • reduce number of meetings

If you combine an assistant with tools like ChatGPT, you might even be able to go one step further!
Assistant + Asana (+chatGPT) = :rocket:

So when do you hire an assistant yourself?


Bastien, Asana Expert
iDO (Asana Partner: Services & Licenses)

6 Likes

I love to think that you (we) are mastering the art of delegating to “humans”; as a potential transition to do it with AI (in some future).

(at least, when I read your list, I want to try those use-cases with AI :wink:)

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Adding to @Bastien_Siebman , “My tasks” can be shared, which I’m guessing is quite handy for assistants to have access to:

image

:arrow_right: Learn more

:warning: Just don’t forget to set up a process to make sure all relevant tasks are shared. :warning:

Just to keep in mind, this is what the screenshot says, but sharing My Tasks only shares the structure. It is not as “powerful” as people think it is :slight_smile:

This can be solved by instating a rule that adds all new tasks to a project that is shared with the assistant. (and opt-out for tasks that should remain private)

Hi @Jan-Rienk - Is the Share option in My Tasks only available for certain plan levels?

@Sara_Casillas I’m not sure if it’s available in the free plan, but I can confirm it is available in the starter plan.

I have the Advance plan (previously the Business plan and do not see it.

@Sara_Casillas As it is available for me in the Starter plan (which is a lower new-tier plan) this might be a bug.

Are you using browser or app? Maybe check to see if it is available in app if you use browser or the other way around.

Else I think it is best to contact support