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Asana in practice: Build a streamlined creative requests project
Tired of creative requests getting lost in emails, chats, and hallway conversations? In this step-by-step tutorial, we'll show you how to build a powerful, automated, and scalable creative request workflow in Asana from the ground up.
Say goodbye to chaos and hello to a streamlined process that helps you prioritize, track, and report on your team's amazing work. Follow along and build your own powerful template!
In this video you will learn how to:
- Build a Project Foundation: Create a new Asana project, configure it with a visual board View, and structure a clear workflow with sections.
- Use Custom Fields: Design a robust data structure with Custom Fields and implement best practices by adding them to your organization's library for consistency.
- Create an Intake Form: Build a standardized intake form with branching logic to capture the right information every time and automatically create tasks.
- Automate Your Workflow: Save time on manual work by building Rules that automatically triage new requests and assign them to the right team members.
- Standardize and Scale: Save your entire configured project as a reusable template to ensure consistency and easily scale the process across your team or company.
Asana use cases
15 videos
1
Asana in practice: Project intake24:22
2
Asana for Request Tracking18:30
3
Asana in practice: Build a reusable marketing campaign template22:14
5
Asana in practice: Product launches23:13
6
Asana in practice: Organizational strategic planning06:17
7
Asana in practice: Goal management18:43
8
Asana in practice: Marketing strategic planning17:56
9
Asana in practice: Employee onboarding09:09
10
Asana in practice: Effective event planning15:00
11
Asana in practice: Capacity planning07:49
12
Asana in practice: Building a centralized content calendar in Asana24:51
13
Asana for Operations2:00
14
Asana for PMOs2:58
15
Asana for Finance1:48