Best Asana Workflow Examples (2024) Tutorial For Beginners
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Feb 8, 2024
Best Asana Workflow Examples (2024) Tutorial For Beginners
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0:00
Hey everybody, welcome to this new video. In this tutorial we've already talked about
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the Asana, how to use Asana, a very basic tool, a very basic tutorial, but in this tutorial
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I'm going to be showing you 5 workflows that for me, I can consider as if they were my
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top 5, because it helped me a lot with different projects. Now, if you want to check it out
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the trial mode of Asana, just in case that you don't have an account already, I'm going
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to leave you a link down below in the description, so you can see if the platform of Asana actually
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works for you, and if not, well, I'll be my guest, but there you already have the 30 days
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left, so let's dig into it. The first workflow that I'm going to be showing you, it's called
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the Discovery Creative Production, and this one I must say that this is really really
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easy to use, because I've already worked with, let's say productions of creating some
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merged lives, streaming services, let's say some music videos, parts, TV parts, and the
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board that I was actually creating here. Here, as you can see, we do have the Adobe Structures
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we have the intake for creating pieces, the pre-production, the production, and the publish
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and of course we do have the post-production. For those of you guys who does not know what
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does the pre-production, production, and post-production is, well, basically the pre-production is
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just like the introduction part, where you are just creating this, let's say that this
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first stage where you are just starting to gathering all the things. So, speaking about
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let's say for example, like a music video, or like a short film, what you want to do
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is to gather all the crew members, right? All the crew members, and then you want to
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set up a budget, you want to, let's say to find locations or sets for your filming stuff
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right? So, now here you want to create some product, design a product, so production
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design, you want to have already like a script, already created, you want to have everything
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already created here. Now, into the production, we do have like the process of making this
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happening, so here, let's say that you've already created like the days, the filming
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days, the shooting days, for example, shooting days, the shooting days, let's say, one out
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of five in total, how much it's going to be taking, who's going to make the music, the
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score, who's going to edit this stuff, and in the post-production we do have the editing
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tool where you can just edit everything we just created, have a publishing our final
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project. So, speaking about the Discovery Creative Production, it's really easy to
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use that, and all of these workflows have the great tool that you can choose different
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ways to view your management projects, for example, I'm seeing this as a board, you guys
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know that I love the board view, because if I have something that I can change from one
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place into another one, let's say for example, this script is just like an instruction or
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like an idea, and we haven't even started yet, so I can just drag and drop this task
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in here, so I want to have this already set it up by the 20th of December, and here I
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want to input a comment, so let's say for example, be on time, or send it to me on a
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PDF, so I can choose to comment, and here into the collaborators I can add people into
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this specific task, so I can see this as a board, I love this board, but if you want
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to see this as a list, go into list, we do have everything here, we want to see as a
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timeline, for example, everything is going to be looking like this, like this little
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example, so here is the due dates and all that, you can just once again drag and drop
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click in here, and you can, let's say I want to start from yesterday, I should start actually
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from yesterday, I want to see like a calendar, so there are different ways that we can see
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our workflow, and we do have of course this option which I think is really really great
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now another great workflow that I can show you is the agency collaboration, now I'm not
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an influencer, but I've worked with a lot of influencers, and those guys are required
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to make collaborations like from anywhere, so speaking about this agency collaboration
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workflow, this is really easy and really great to work with, because we do have the upcoming
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work, we do know what is the work in progress, what are we planning, and what are the, let's
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say for example, working projects that we are already editing, so here I'm going to
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hit into add section, I'm going to hit into editing, these workflows are not like the
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100% accurate for my work, but I think it works a lot, we do have the product launches
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if you are like an e-commerce, or you are just starting to launch a new product in your
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socials, so once again I'm going to be showing you as a board, so you can understand that
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we have the queue number 1, the queue number 2, the user community launch, the speed engagement
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new mobile applications, so if you are actually starting to work into a specific field, and
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you actually don't know how to pre-product, how to manage yourself, using some workflows
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that Isana has to offer to us, is going to be helping us a lot to, let's say move step
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by step, and reach goal by goal, now here I have the meeting agenda, here into the meeting
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agenda, I do love to say that here, it was really really useful, because what the workflow
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of Isana has, was the action items, the completed agenda topics, the reference, and you can
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just go on and on, now since we are using templates and workflow, you can add some more
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sections, you don't have to just marry to what you ever have in here, and lastly what
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I can show you is the cross-multifunctional project plan, now this one is going to be
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helping you a lot if you are in the financial, marketing, research area, so once again I'm
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going to hit into board, so you can understand this a little bit better, now here we do have
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milestones, this one does not appear into the other workflows, but like milestones are like
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small goals, that can help you to reach the main target, or the main goal of your project
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so if I go into the calendar, I can see that my tasks are now being organized in a way
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what comes after, and what comes before, and boom, I can just add the subtask, and add
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some collaborators, so as you can see, those workflows are not perfect, but are really
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really great to start working into a sauna, now if you want to check it out where you
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can find these workflows, go into your team, let's say that you don't have a team, so create
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a new team, let's say that this is a design team, right, so this is a team, hit in members
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you can add your members, go into create your team, so in here, if I want to create my first
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workflow, I need to go into my teams, go into this dot, and select the option that says
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use a template, so here in to use a template, I want to go into custom, a sauna curated
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so here in to a sauna curated, I'm going to be seeing all the templates that I can use
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totally for free, so I have cross team planning, I have ticket tracking, I have meeting agenda
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product sales, I do have a lot of fields to cover, so depending on the needs that I wanted
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to see into this template, I'm going to be choosing one option, so for example, I want
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to hire someone else, I do have the new hire preparation, if I love what I'm seeing in here
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I just need to hit into use template, now this one has integrated with send desk, slack
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Gmail, and this is going to be helping us a lot to connect with this other application
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so we don't have to look for that into other tabs, to other websites, so everything is
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inside a sauna, so now that you guys know how to use the workflows, how to look for
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the workflows, and how to edit your workflows, then I think that you are ready to organize
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your own project, so hopefully guys, it was a very useful video for you, but don't forget
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to like and subscribe to the channel, if you want to see more about this great sauna application
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thank you once again for watching this video, good luck with your projects, and I'll see
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you in the next one