i made an Asana walkthrough for my coworkers to introduce them to the task management system and make my project management 1000x easier.

1. walkthrough

2. why asana?
Currently I’ve been receiving
sales tasks from you guys in the
following ways:
● My Google Sheet
● Email
● In Person (Meeting or
Walkup)
● Probably some other
miscellaneous ways I’m
forgetting.
tl;dr
I’m receiving relevant information from
disparate sources.

3. why asana?
Asana has the following features:
● Task creation
○ Subtasks, if necessary
● File attachment
● Comments
● Assign to [user]
● Assign [Due Date]
● and more I’m probably
missing.
tl;dr
Asana centralizes all data into 1 APP.
This keeps me sane.

4. creating a task
Go into the “Sales” Project folder.

5. creating a task
Click this button to Add a New Task.

6. creating a task
When you Create a Task, this side
window will appear.

7. creating a task
Hovering over the word “Sales” will
bring up this dropdown. Pick the
section your project belongs to.

8. creating a task
For this demo, I’ve made a
Proposal for JL Origami, which
you can see labeled here
And sorted under the Proposals
section here.

9. creating a task
Once you’ve named your task,
put any intro/background you
have in the description, e.g.:
“mimic Bowflex deck”
“demo is 18-34 women”
“use cycling pics only”

10. creating a task
If you’re feeling
fancy (or will add
more data later),
feel free to add
subtasks.

11. creating a task
Name your subtask (i.e. if you’re
still coming up with a list of
events) and assign it to yourself.

12. creating a task
Attach files if you want, like pics
you want use, a spreadsheet,
whatever. You can add from
Dropbox, Google Drive, or your
computer.

13. creating a task
Once you’ve added all
relevant info, assign a
due date

14. creating a task
Then assign this task
to Jamie, which will
notify me.

15. any questions?