walkthrough
why asana?Currently Ive 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 Im forgetting.
tl;dr Im receiving relevant information from disparate sources.
https://docs.google.com/spreadsheets/d/1j9z24-7NLHSk0GmpJn6rJ3Oac1knQnH7smkB_cNnuwc/edit#gid=0
why asana?Asana has the following features:
Task creation Subtasks, if necessary
File attachment Comments Assign to [user] Assign [Due Date] and more Im probably
missing.
tl;dr Asana centralizes all data into 1 APP.This keeps me sane.
creating a task
Go into the Sales Project folder.
creating a task
Click this button to Add a New Task.
creating a task
When you Create a Task, this side window will appear.
creating a task
Hovering over the word Sales will bring up this dropdown. Pick the section your project belongs to.
creating a task
For this demo, Ive made a Proposal for JL Origami, which you can see labeled here
And sorted under the Proposals section here.
creating a task
Once youve named your task, put any intro/background you have in the description, e.g.:
mimic Bowflex deckdemo is 18-34 womenuse cycling pics only
creating a task
If youre feeling fancy (or will add more data later), feel free to add subtasks.
creating a task
Name your subtask (i.e. if youre still coming up with a list of events) and assign it to yourself.
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.
creating a task
Once youve added all relevant info, assign a due date
creating a task
Then assign this task to Jamie, which will notify me.
any questions?
