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Simon Sez IT

This two-part course is designed to help you use Asana most effectively, with a focus on organization and productivity.

Sharpen your organizational tools as we go over the basics of My Tasks and the search and reporting features in Asana. Be more responsive and get on top of your Asana inbox and learn how to collaborate effectively on a task. We’ve also added some amazing productivity tips that will come in handy.

Read more

This two-part course is designed to help you use Asana most effectively, with a focus on organization and productivity.

Sharpen your organizational tools as we go over the basics of My Tasks and the search and reporting features in Asana. Be more responsive and get on top of your Asana inbox and learn how to collaborate effectively on a task. We’ve also added some amazing productivity tips that will come in handy.

Take advantage of this course as a manager to gain clarity on how your team works and to communicate better as a leader, as we discuss My Tasks, inbox, search, and reporting from your point of view. Get everything and everyone properly set up in Asana by defining conventions.

Increasing your team's productivity is easy with Asana.

In this course, you will learn how to:

  • Set up your Asana profile and add a picture

  • Work with My Tasks (for both employees and managers)

  • Achieve “Inbox zero” in Asana

  • Utilize the search and reporting features

  • Create, edit, and collaborate on a task

  • Maximize Asana with some helpful productivity tips

  • Define conventions as a manager

  • Manage project members, status updates, and portfolios

  • Keep an account healthy

This course includes:

  1. 1+ hours of video tutorials

  2. 15 individual video lectures

  3. Quiz questions and a certificate of completion

Enroll now

What's inside

Learning objectives

  • Setting up an asana profile
  • Working with my tasks (for both employees and managers)
  • Achieving “inbox zero” in asana
  • Utilizing the search and reporting features
  • Creating, editing, and collaborating on a task
  • Maximizing asana with some productivity tips
  • Defining conventions as a manager
  • Managing project members, status updates, and portfolios
  • Keeping an account healthy

Syllabus

Asana for Employees
Introduction
Be Omniscient, Communicate to Leaders Part 1: Search and Reporting
READ ME: Essential Information for a Successful Training Experience
Read more

Traffic lights

Read about what's good
what should give you pause
and possible dealbreakers
Teaches how to maximize Asana with productivity tips, which can help learners improve their time management and workflow efficiency
Explores search and reporting features, which are essential for project tracking and performance analysis in a team environment
Covers account maintenance and health, which is important for ensuring long-term usability and data integrity within the Asana platform
Focuses on achieving 'Inbox zero' in Asana, which can help learners reduce email overload and improve focus on important tasks
Requires learners to use Asana, so learners without an Asana account may need to create one to fully participate in the course
Teaches Asana, so learners should be aware that their skills may not transfer to other project management software platforms

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Reviews summary

Practical asana training for work

According to learners, this course offers a practical and actionable introduction to using Asana for work, focusing on essential features for both employees and managers. Students found the content clear and easy to follow, particularly praising the coverage of My Tasks, Inbox zero, and the search and reporting functions. Many highlighted that the course provides useful productivity tips and strategies that they could immediately apply to improve their personal organization and team collaboration. While largely considered highly beneficial for beginners looking to get up to speed quickly with Asana, some more experienced users noted that parts might be a bit basic.
Content is easy to follow and well-presented.
"The instructor explained everything very clearly."
"The material was very easy to understand."
"Well-structured modules make it easy to follow along."
"Videos are concise and to the point."
Offers tips to boost personal and team productivity.
"Helped me get more organized in Asana."
"Useful productivity tips that I hadn't considered."
"Made my team collaboration smoother by setting conventions."
"Provides great strategies for better workflow management."
Thorough explanation of essential Asana tools.
"The explanations of My Tasks and Inbox zero were particularly helpful."
"It covered the most important features I use daily."
"A great overview of the search and reporting capabilities."
"The course dives into the core aspects needed for daily use."
Provides skills immediately usable in work.
"This course is very practical and gives actionable steps."
"I learned strategies I could apply immediately to my daily tasks."
"The content is geared towards real-world use in a team environment."
"Gave me practical tips for improving my workflow in Asana."
May be too basic for those with prior Asana use.
"Great for beginners, but I knew some of this already."
"Found it a bit basic in parts, but a good refresh."
"If you use Asana daily, you might find some sections review."
"Ideal if you're brand new to the platform."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Asana Training for Employees and Managers with these activities:
Review Project Management Fundamentals
Reviewing project management fundamentals will provide a solid foundation for understanding how Asana facilitates project organization and task management.
Browse courses on Project Management
Show steps
  • Read articles on project management methodologies.
  • Watch videos explaining core project management concepts.
  • Take a short quiz to test your knowledge.
Practice Creating and Managing Tasks
Practicing task creation and management within Asana will reinforce your understanding of the platform's core functionalities.
Show steps
  • Create sample tasks with varying due dates and assignees.
  • Experiment with different task dependencies and subtasks.
  • Practice updating task statuses and adding comments.
Asana Best Practices Sharing Session
Participating in a peer session will allow you to learn from others' experiences and share your own best practices for using Asana.
Show steps
  • Schedule a meeting with colleagues who use Asana.
  • Prepare a list of questions and topics to discuss.
  • Share your own tips and tricks for using Asana effectively.
  • Document key takeaways from the session.
Three other activities
Expand to see all activities and additional details
Show all six activities
Migrate an Existing Project to Asana
Migrating an existing project to Asana will provide hands-on experience with setting up and managing projects within the platform.
Show steps
  • Identify a project that can be easily migrated to Asana.
  • Create a new project in Asana and import existing tasks.
  • Assign tasks to team members and set due dates.
  • Track progress and make adjustments as needed.
Document Asana Conventions for Your Team
Creating a document outlining Asana conventions will help standardize usage across your team and improve collaboration.
Show steps
  • Define naming conventions for projects and tasks.
  • Establish guidelines for using custom fields and tags.
  • Document best practices for communication within Asana.
  • Share the document with your team and gather feedback.
Explore Advanced Asana Features
Exploring advanced Asana features will help you leverage the platform's full potential for project management and team collaboration.
Show steps
  • Watch tutorials on using Asana's automation features.
  • Learn about integrating Asana with other tools and platforms.
  • Experiment with creating custom dashboards and reports.

Career center

Learners who complete Asana Training for Employees and Managers will develop knowledge and skills that may be useful to these careers:
Product Owner
Product Owners are responsible for maximizing the value of the product resulting from the work of the Development Team. The Asana Training for Employees and Managers course can help product owners manage tasks, collaborate on projects and track progress within Asana. Skills that the product owner will be better able to apply include task management, effectively managing the inbox, and using search and reports to understand progress towards goals. Understanding all of these features will help a product owner manage the development team, ensure conventions, and maintain account health. Every product owner should take this course.
Project Manager
As a project manager, you are responsible for planning, organizing, and managing resources to bring about the successful completion of specific project goals and objectives. The Asana Training for Employees and Managers course helps project managers better organize tasks, utilize search and reporting features, manage project members and portfolios, and generally maximize the use of Asana in the workplace. The course goes over the basics of My Tasks, explains how to collaborate effectively on a task, and offers productivity tips that come in handy on the job. A project manager looking to improve their approach to maximizing Asana should take this course.
Team Lead
The team lead role involves guiding a team to achieve goals, which often requires strong organizational skills. The Asana Training for Employees and Managers course can help a team lead manage team projects in Asana more effectively. A team lead will benefit from the section on working with My Tasks, which is relevant for both employees and managers, as well as how to better utilize features such as search and reporting in Asana. Because the course includes a discussion of My Tasks, inbox, search, and reporting from a manager's point of view, a team lead seeking to increase productivity and organization using Asana will find the course useful.
Executive Assistant
Executive assistants provide administrative support to executives, including managing schedules, coordinating meetings, and handling communication. The Asana Training for Employees and Managers course can assist an executive assistant in optimizing their use of Asana for organization and productivity. Learning how to effectively manage tasks, utilize search and reporting features, and maintain a healthy account can significantly improve an executive assistant's efficiency. The tips on managing project members, status updates, and portfolios will be especially helpful to an executive assistant. A capable executive assistant should take this course.
Operations Manager
Operations managers oversee the day-to-day activities within an organization and must ensure efficient workflows. The Asana Training for Employees and Managers course can help an operations manager optimize team performance by providing a deeper understanding of Asana's organizational and productivity tools. The course covers key areas such as My Tasks, inbox management, search and reporting features, and task collaboration. Also, operations managers will appreciate the course's focus on defining conventions and maintaining account health, which are essential for smooth operations. An operations manager will definitely want to take this course.
Office Manager
Office managers oversee the administrative activities that ensure the smooth operation of an office. The Asana Training for Employees and Managers course helps office managers better leverage Asana, improving their efficiency and ability to manage tasks and projects. The course covers a range of topics, including profile setup, task management, effective inbox usage, search and reporting tools, and collaborative task management. An office manager can also use the course as a resource when setting up conventions and managing project members within Asana. Any office manager who wants to take control of Asana should take this course.
Program Manager
A Program Manager oversees multiple related projects, ensuring they align with organizational goals. The Asana Training for Employees and Managers course may be useful for a program manager by providing insights into how Asana can streamline project workflows and enhance team collaboration. Program managers will find the sections on managing project members, status updates, and portfolios particularly helpful. The course also includes valuable productivity tips and guidance on utilizing Asana's search and reporting features. Program managers looking to leverage Asana for better project coordination will find this course useful.
Digital Marketing Manager
Digital marketing managers are responsible for developing, implementing, and managing marketing campaigns that promote a company and its products or services. The Asana Training for Employees and Managers course can help a digital marketing manager coordinate team projects and initiatives within Asana. By learning how to effectively manage tasks, utilize search and reporting features, and collaborate on projects, digital marketing managers can improve their team's productivity. This course will also help the digital marketing manager define conventions within Asana and manage account health. The digital marketing manager should take advantage of this course.
Administrative Assistant
Administrative assistants perform a variety of clerical and administrative duties to support an organization. The Asana Training for Employees and Managers course will equip an administrative assistant with the skills to maximize their productivity in Asana. The course teaches you how to set up a profile, manage tasks effectively, achieve inbox zero, and use search and reporting features. For administrative assistants who use Asana to organize and track projects, this course is worth considering.
Marketing Coordinator
Marketing coordinators support marketing teams by coordinating campaigns, managing projects, and handling administrative tasks. The Asana Training for Employees and Managers course may be useful as it provides essential skills for efficient task management and team collaboration, which are crucial for a marketing coordinator. Learning how to utilize search and reporting features and manage project members within Asana can improve the coordinator's overall productivity. Marketing coordinators who seek to enhance organizational abilities and leverage Asana effectively may find this course helpful.
Content Strategist
Content strategists are responsible for planning, developing, and managing content to achieve specific business goals. The Asana Training for Employees and Managers course helps content strategists coordinate content projects and track progress in Asana. The skills learned from managing tasks and collaborating on content are vital to the success of any content strategist. Also, content strategists can utilize search and reporting features to analyze content performance and optimize strategies. Content strategists who want to take control of Asana should strongly consider this course.
Business Analyst
Business analysts are responsible for identifying business needs and determining solutions to business problems. The Asana Training for Employees and Managers course may be useful for business analysts who use Asana to manage projects and track progress. The course covers how to set up profiles in Asana, work with My Tasks, utilize search and reporting features, and collaborate on tasks. Business analysts looking to leverage Asana capabilities for better project management should take this course.
Social Media Manager
Social media managers are responsible for overseeing a company's online presence across various social media platforms. The Asana Training for Employees and Managers course may be useful for social media managers looking to streamline their workflow and project management within Asana. By learning how to effectively manage tasks, utilize search and reporting features, and collaborate on projects, social media managers can enhance their team's productivity. Social media managers looking to enhance team performance in Asana and achieve account health would benefit from this course.
Human Resources Generalist
Human Resources generalists handle a wide range of HR tasks, including recruitment, employee relations, and performance management. The Asana Training for Employees and Managers course may be useful for HR generalists who use Asana to manage projects, track employee progress, or coordinate HR initiatives. The course covers key areas such as task management, inbox organization, and collaboration features. HR generalists that want to utilize Asana to improve HR processes in the workplace might find this course helpful.
Management Consultant
Management consultants provide advice and expertise to organizations to help them improve their performance and efficiency. The Asana Training for Employees and Managers course may be useful to consultants who implement workflow and project management systems. As consultants help clients structure their project management tools, this course on Asana can give them an extra leg up. This course is useful for the management consultant that wants to advise on all project management tools.

Reading list

We haven't picked any books for this reading list yet.
Provides a comprehensive overview of the Asana yoga practice, including its history, philosophy, and benefits. It also includes detailed instructions on how to perform over 100 different asanas.
Comprehensive guide to the Asana yoga practice, with a focus on the alignment and sequencing of postures. It also includes instructions on how to use props and modifications to make poses more accessible.
Classic text on yoga philosophy, which includes a section on the Asana yoga practice. It provides insights into the purpose and benefits of yoga, and how to practice it with a focus on meditation and self-realization.
Classic text on the Hatha Yoga practice, which includes a section on the Asana yoga practice. It provides detailed instructions on how to perform over 100 different asanas, as well as pranayama, mudra, and bandha practices.
Comprehensive guide to the Iyengar Yoga practice, which form of yoga that emphasizes the use of props and modifications to make poses more accessible. It includes detailed instructions on how to perform over 200 different asanas.
Guide to the Ashtanga Yoga practice, which form of yoga that involves a set sequence of poses. It includes detailed instructions on how to perform each pose, as well as tips on how to modify poses for different levels of fitness.
Guide to the Vinyasa Yoga practice, which form of yoga that involves flowing from one pose to another. It includes detailed instructions on how to perform each pose, as well as tips on how to create your own Vinyasa sequences.
Guide to the anatomy of yoga poses. It includes detailed descriptions of the muscles and bones involved in each pose, as well as tips on how to avoid injury.
Comprehensive guide to the Asana yoga practice, with a focus on the spiritual and philosophical aspects of yoga. It includes detailed instructions on how to perform over 100 different asanas, as well as discussions on the history and traditions of yoga.
Guide to the Yamas and Niyamas, which are the ethical guidelines of yoga. It includes discussions on the meaning and application of each Yama and Niyama, as well as tips on how to incorporate them into your yoga practice and daily life.
Focuses on using Kanban, a popular agile project management framework, to improve task management. It covers topics such as visualizing workflow, limiting work in progress, and continuous improvement.
By Brian Tracy provides practical techniques for overcoming procrastination and prioritizing tasks, helping individuals become more efficient in completing important tasks.
Introduces the Pomodoro Technique, a time management method that involves breaking down work into 25-minute intervals separated by short breaks.
This comprehensive book offers a project-based perspective on task management, covering topics such as task definition, sequencing, scheduling, and evaluation.
By the founders of Basecamp provides a comprehensive overview of task management, covering topics such as task creation, prioritization, and collaboration.
Focuses on task management within agile teams, covering topics such as user story mapping, sprint planning, and backlog management.
While not specifically about task management, this book by a leading agile development expert covers principles of agile software development, including task estimation and tracking, which are relevant to task management in agile environments.

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