Client-Based
When creating a project, the contact info should live here
What is the "contact field"
If you have any project information or updates, you should put them here.
What is conversations?
If I click on the assignee of a task, and click on the little two people icon, I can easily do this action.
These are the three different views in each portfolio
What is "Projects, Workflow, and Timeline"
Using this tool, I can change a custom field and have it auto-sort or be added to another project (or lots of other things)
What is "RULES" (duh)
When creating a project, the "Add Client on LinkedIn" task is assigned to this person.
What is NOBODY
All the notes for an inquiry call can be found here.
What is "Comments section of the inquiry task"
In this project view, I can select and move all the dates of a project in one click.
What is "timeline view"
This is how I add a project to a portfolio.
What is "in the portfolio, click the "add project" button"
These are all the things you can tag in Asana (must name all of them)
What is: people, projects, tasks within projects, subtests, and teams
The color of client projects.
What is GREEN
A good way to let someone know you are waiting on them to review something.
What is "tag them in a comment" OR what is "assign them a task to review"
This keyboard shortcut automatically deletes a task.
Tab + Backspace
These are the three portfolios we should be paying attention to and adding projects to.
What is Client-Facing Projects, Internal Initiatives, and your own personal portfolio
This task view is Teresa's favorite task
If I took a sales call and am sending out a proposal, that proposal information should go here ASAP or Jordan will be very sad.
What is the "proposal fields in the inquiry task"
If I find a virtual conference or organization I think we should reach out to, I should add it to this project.
What is Operation Outbound: Outreach List - OR - What is "Operation Outbound" either way it should go in asana
If I'm getting notifications on a task that I don't need or want, this is what I should do.
What is "Remove myself as a follower on that task"
These are the field type options.
What is drop-down, text, and number?
If I want to sort tasks into a certain section by changing a field, this is how I would set it up.
What is: go into rules, select "Create Custom Rule", set the trigger as "field changed to ____", then set the action as "move to a different section"
Client projects that you are working on should live in this portfolio.
What is "your personal project portfolio"
If I'm assigned a subtask to review a document that lives in the main task, I should put my feedback comments here.
What is "the main task"
If I have an excel or sheets document that would be better as an Asana project, I can easily create a project out of it by converting it to this type of file.
What is a CSV! It's so easy you guys! You just upload it and it fills it all out itself.
This is how I keep the custom fields in a task when I move the task to another project.
What is "make sure the custom field is added to Ink Factory's library and make sure the other project you're adding it to has the same fields"
This is the best keyboard shortcut
What is Tab + B