When I do consulting sessions with clients, they usually show me their account. And as we navigate among their projects, I see the same thing over and over again: they scroll to find a team, open the team, scroll to find the project, wrong team, open another one, scroll, expand “More projects”, scroll, scroll…
Does that seem productive to you? To me it doesn’t, and I stopped doing this a long time ago.
Want to know my secret? I never use the teams in the sidenav. Ever. Never open them, never scroll through them.
Instead, I search! Any project can be found in 3 seconds by typing less than 10 letters. If you name your projects properly, you’ll always be more efficient searching.
The search box can even be opened with the keyboard shortcut Tab + /, so no more reasons to scroll, is there?
Yes. If I’m working on a task, I know what it’s called. If I don’t I can start typing a few likely keywords and presto.
We make sure all our client job tasks and subtasks carry a unique job number (“ASA 4301”) - so we know which client every task belongs to, and some idea of how long it’s been going (got to Job # 4500 today, 3500 is an old job!).
We started by creating an asana project for each job, but it proved to be overkill, and instead we have a project for each client that we can view as a board, and see all the jobs (numbered tasks) and their status - managing the steps in each job through subtasks. Having numbered jobs turbocharges our search, as it every job number maps onto our Gdrive client documents , so the news draft for ASA 4301 is in gdrive/ASA/4301.
Agreed, it applies in all systems…I use search, which is fast, not the painful navigation.
Yes, Ctrl-P in VS Code all day long, and Ctrl-K in discord for some specific things I return to.
Good tip to make more use of this in Asana also.
So are the jobs labeled with the ASA #### in the task along with a name or independently?
Search all the way. We had an issue where our tasks couldn’t be searched because they were named BB_CH_AGATHA_50 for instance. Asana search can’t read Agatha in this format (our media files are named in this manner) so we add a space after _ and now asana can find ‘Agatha’
Yes @Lisa_Doucet search isn’t perfect either with some French specificities like accents.
I found myself doing the same thing. I’m trying to train myself to use search but to help, I used the new Private Notepad to create a dashboard that hyperlinks all my most used projects/templates and then also, projects by meetings/topic. I can then click on my home and have the most relevant projects there. It also helps visually to see what projects go with which topics.
Very interesting idea, I am stealing this one!