Moving to Asana with MeUndies

Speakers

Terry Lee

Terry is the Chief Operating Officer at MeUndies. He leads the company’s day to day operations to insure execution of the brand’s vision. Prior to MeUndies, Terry graduated from the University of Notre Dame and worked at Johnson & Johnson in their management rotational program that focused on business development, marketing, and in sales.

Michael Nguyen

Micahel is a Success Manager at Asana. He’s an expert at large scale deployments and works hand in hand with Asana champions to find the right strategy for bringing teams onboard in Asana. Before coming to Asana, Michael worked in management consulting helping the enterprise transformations. He studied business and information systems at the University of Washington, has his master’s in leadership development from Seattle University, and has recently been studying design and innovation at Stanford.

Goals for Asana

Terry and the MeUndies team set clear goals for implementing Asana:

  • Communicate efficiently
  • Have transparency across the organization

Best practices

  • Explain the current pain points to your team. For MeUndies, miscommunication and misaligned expectations were sources of frustration before they chose to use Asana.
  • Take small bites. MeUndies started using Asana with simple, cross-functional use cases.
  • “Stay the Course.” Think of a Asana as a high effort, high impact tool. Terry approaches Asana from a long term perspective.
  • Empower everyone on your team to create tasks. Implement use cases that require individual contributors and managers to create their own tasks, assign them, and set their own due dates. The more people that fully use Asana, the stronger and more powerful it becomes.
  • Continuously train new and existing team members. When Terry notices a team member that is a little behind on updating due dates or completing task in Asana he schedules a one-on-one training to share best practices and address their concerns.

Workflows

Meeting agenda

MeUndies’ started by using Asana for their company wide Monday morning meetings. Terry encouraged everyone to add their discussion topics. This was a great way for people to get in the habit of creating tasks – adding additional notes or attachments related to their discussion topic, assigning the task to themselves, and then adding a due date. Monday meetings became a way to create early Asana Asana on a very basic level.

Learn how to build the perfect meeting agenda project here.

One-on-one meetings

MeUndies empowered managers to run their one-on-ones using Asana. This encouraged both individual contributors and managers to get a handle on the basics of using Asana by adding tasks in their one-on-one project when they had a concern to address or a company objective to review.

Learn more about one-on-one projects with Asana.

Design of the Month

As Terry and team expanded their use of Asana at MeUndies, they began tracking their entire “Design of the Month” campaign workflow in Asana. In the past, they would cut their launch date dangerously close with a “just in time” delivery. By mapping out clear due dates and by assigning each task to a single responsible individual in Asana, the MeUndies team now consistently has everything ready for their “Design of the Month” two weeks before the launch date.

Track your marketing campaigns with Asana today.

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Asana Lessons

Learn the Asana basics in less than 15 minutes with these quick lessons

Tasks

Tasks Lessons

Track all of your work

3 Minutes

My Tasks

My Tasks Lessons

Always know what to do next

3 Minutes

Projects

Projects Lessons

Work with teammates

3 Minutes

Inbox

Inbox Lessons

Communicate even faster

3 Minutes

You can use tasks to track, collaborate on, and organize all your work.

Tasks can be to-dos, ideas, notes, or reminders.

Assign a task to yourself or a teammate.

Press Tab+M to quickly assign a task to yourself.

Add a due date so your deadline is clear.

Add instructions and expectations in the task description field.

Type @ to link to other tasks, people, conversations, or projects.

When you @mention someone, they’ll be added to your task as a follower.

Followers get notified when new comments or attachments are added.

Add anyone who needs to stay up to date on your task as a follower.

They can always unfollow to stop getting notifications on your task.

Add comments to ask questions or give followers updates.

Heart a comment to let followers know you’ve seen it.

Add relevant files or irrelevant GIFs as attachments.

You can also attach directly from Dropbox, Google Drive, or Box.

Create subtasks to break your task into smaller steps.

When you’ve added a subtask, press enter to add another.

Subtasks can contain all the same details as regular tasks.

Click the comment bubble to add comments or attachments to a subtask.

You can create tasks from any screen using your top bar.

Every Task has a unique URL to easily copy and share.

Congrats! Looks like you’re up to the task.

On to the next lesson!

Always know what to do next with My Tasks.

My Tasks is a list of every task assigned to you.

It makes managing your work simple.

Click on your My Tasks list and start typing to add tasks.

Like a text document, add a new line for each new task or paste in any list.

Forward to x@mail.asana.com to turn your emails into tasks

Asana will translate your email into a task, including your attachments.

New tasks will appear at the top of your list in New Tasks.

Tasks you add to My Tasks are private to you.

Click Make Public to share them with your team.

Prioritize tasks as Today, Upcoming, or Later.

Click on the blue dot next to the task, to quickly sort it.

Mark the tasks you’ll have time for Today.

Teammates can view your My Tasks list to see what you’re up to.

They’ll only see tasks you’ve made public or shared in a project (more on projects later).

Mark tasks due within a week as Upcoming so you can see what will be due soon.

On its due date, your task will move from Upcoming to Today.

Just like magic.

Mark tasks due in more than a week for Later.

They’ll be out of your way until their due date approaches.

Your tasks will move from Later to Upcoming a week before they’re due.

Keep My Tasks prioritized to always know what to work on and what’s coming next.

Now you know how to track and plan your work!

Next, learn how to work with your team in Asana.

Work together on groups of tasks with projects.

Projects help you track and organize the steps in a process or initiative.

Like an event plan, product launch, or editorial calendar.

Like My Tasks, simply click and type to add tasks to your project.

If you have your steps in a document or email already, paste in that list.

Add tasks to your project from email.

View your project’s unique email address from the project dropdown menu.

Add your tasks to other related projects.

Tasks can be included in multiple projects.

Add sections to organize tasks in a list project.

Type : at the end of any task title to make it a section.

Or, add columns to organize tasks in a boards project.

Drag and drop tasks between or within columns to reorder.

Assign your tasks and set due dates.

Never miss a deadline with your project calendar.

Drag and drop tasks on your calendar to change their due dates.

Add everyone who needs to stay updated on your project as members.

Project members will get notified of new conversations, statuses, and tasks.

Post conversations to make announcements or start discussions.

Your post will be sent to all project members.

Use Progress to see how your project is moving forward.

Set a project status to update your team on how it’s going.

The Project Owner will be reminded to set a status once a week.

Open and organize projects from your sidebar.

Favorite projects to pin them to the top of your sidebar.

Click the star button on the left of your project name to favorite it.

Create new projects from any screen using your top bar.

Now you can move projects forward with your team.

Just one more lesson before you dive in.

Communicate and coordinate faster with Inbox.

Check Inbox to quickly read and respond to your latest updates.

Inbox will notify you when you have a task due…

and when teammates update tasks, conversations, and projects you follow.

Open and respond to updates without leaving Inbox.

Click an update and you’ll have all the context you need to respond.

Archive updates you’re ready to dismiss.

Click the X that appears on the right of an update to archive it.

Open Archive to move dismissed updates back to your Inbox.

Click the arrow that appears on the right of an archived update to move it back to Inbox.

Unfollow tasks or projects to stop receiving updates about them.

In the end, you have control over the updates you receive (or choose not to receive)

When you’re ready, you can turn Asana’s Email notifications off.

Most communication with your team can be more easily managed from Inbox. Just remember to check it often.

Congratulations! Now you’re ready to have a great work day with Asana.