CAPABILITIES
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Set goals during your Asana trial
Getting the most out of your Asana trial means being intentional about how you and your team want to use the product. By setting clear goals upfront, you can ensure your trial period is productive and focused.
Setting goals during your trial allows you to evaluate if Asana's paid features meet your team's specific needs by testing them in the context of your actual workflows.
How to set goals during your trial
Early on, or even before your trial begins, take some time to identify 2-3 key initiatives or processes you want to test in Asana. For each goal, determine the features and functionality you'll need as part of your workflow, such as:
- Custom fields and forms to capture important data
- Portfolios to organize related projects and view project progress
- Workload and capacity planning to visualize team bandwidth
- Timeline or Gantt view to map out a project schedule
Start off small
Initially, it might be beneficial to set some smaller goals if some teammates are unfamiliar with Asana. Encourage your team to assign tasks to each other, set due dates and change them around when needed, and collaborate with your team through comments or messages.
Here are some simple goals to get started with:
- Create a project, and add some tasks
- Create a custom field
- Create a portfolio and add some projects to it
- Create a simple rule
Try out your existing workflows
You can create a project in Asana for each goal and start building out your process using the relevant features, or use an existing template.
If your team tracks bugs or issues, you'll likely be interested in testing out forms to gather specific information about them, and using custom fields to organize them. You can even use Asana's free bug tracking template to get started.
If you plan events, you'll want to try out timeline view to visualize how work is progressing, dependencies to keep tasks in a specific order, and milestones to check off along the way. Use the event planning template to get set up right away.
