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Build: Optimize your workflow

Discover how Asana features like forms, rules, and approvals can streamline and optimize your workflows, and learn how to set them up through an example.

 

Key moments:
00:00 Intro
00:24 Asana forms, rules, and approval features
01:03 Example optimization - forms for requests
01:37 How to create a form for incoming requests
02:57 How to create rules to automate repetitive actions
06:20 How to set up approval tasks

 

This video is part of a series and is a glimpse into Asana’s Workflow Specialist Certificate. Earn your Asana Workflow Specialist Certificate in the Asana Academy and learn how to build and manage workflows for your team, apply automations, and create dashboards to measure success.  

Next up
Workflow design

7 videos

1
In this video, we'll define what a workflow is, explore the two main types of workflows, and introduce you to a process you can use to build any workflow.
Intro to workflows3:58
2
For a workflow to be useful, a best practice is to start by first clarifying important details about the workflow before building it in Asana. Watch this video to see an example and learn the 5 key questions to define the workflow.
Plan: Clarify details about your workflow4:19
3
In this video, we’ll show you how to create a process map to diagram a workflow. Process maps help visualize the different necessary steps and can help with improvement opportunities in the future.
Plan: Map out the steps of your workflow2:32
4
In this video, we’ll build upon the context in Parts 1-3 and show you how to create a workflow in Asana with an example that includes project setup and using custom fields.
Build: Create your workflow4:36
Learn about how Asana features like forms, rules, and approvals can streamline and optimize your workflows, and see how to set them up through an example.
Now playingBuild: Optimize your workflow8:43
6
Even the most well designed workflow can fall flat without proper socialization and team buy-in. Learn 3 essential steps for socializing new workflows through an example.
Deploy: Socialize your workflow3:26
7
Surface insights about your team’s work by analyzing your workflow in Asana. Every Asana project has a dashboard, and you can add custom charts to visualize the information you need. Watch this video to learn how, through an example.
Deploy: Analyze your workflow5:18
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Build: Optimize your workflow