7 Asana Tricks That Save Hours Every Week

Quick Overview

The video details seven quick and easy Asana tricks for scaling a business, focusing on organizational efficiency through section creation/deletion, subtask management, multi-selecting/assigning tasks, linking tasks between projects, and implementing custom fields like Priority and Phase, which are available in premium tiers.

Key Points: The first trick involves creating and deleting sections within a project using the "Add section" button or the keyboard shortcut Tab + Enter/Tab + N. Subtasks can be added directly within a task's detail pane by clicking "Add subtask" or using the shortcut Tab + Enter while the cursor is at the end of the last subtask. Multiple tasks can be selected using Shift-click and then bulk-assigned or given due dates using the floating action bar that appears at the bottom of the screen. Tasks can be linked across multiple projects by clicking the plus sign next to the 'Projects' field in the task details, allowing selection of other projects or sections within those projects. Custom fields, such as 'Priority' (Single Select) or 'Phase' (Single Select), can be created and added to projects to categorize tasks further, with color coding recommended for clarity. The custom field trick is especially useful for organizing tasks related to different stages of a marketing calendar or product launch phases.

Context: Productivity Coach Karl Jacobson presents seven quick and easy tricks for using the project management software Asana, specifically aimed at entrepreneurs looking to scale their business operations efficiently. The demonstration focuses on maximizing organizational structure and data categorization within Asana projects using list view features.

Detailed Analysis

Karl Jacobson presents seven productivity tricks for Asana to help scale businesses. The first trick covers adding and deleting sections in a project's list view: users can type in the 'Add section' area or use the keyboard shortcut Tab + Enter (or Tab + N) to create a new section, and conversely, hover over an existing section header and select 'Delete section' from the options menu. The second trick details subtask management: when viewing task details, users can add subtasks by clicking 'Add subtask' or typing Tab + Enter after the last subtask, allowing for detailed step-by-step breakdown within a main task. The third trick explains multi-select and multi-assign functionality: users can select multiple tasks using Shift-click, which activates a floating action bar at the bottom, enabling bulk assignment or setting due dates for all selected tasks simultaneously. The fourth trick shows how to link a task to multiple projects; by opening the task details, clicking the plus sign next to 'Projects,' and selecting other projects (like 'Marketing Calendar' or 'Big Goals'), the task appears in all selected locations. The fifth trick covers linking tasks to other tasks via dependencies; this is demonstrated by clicking the plus sign next to 'Dependencies' and selecting another task, which creates a blocking relationship. The sixth trick focuses on applying tags to multiple selected tasks at once using the same multi-select bar. The final and premium trick details creating custom fields: users click 'Add Field' in the list header, choose a field type (like Single Select), name the field (e.g., 'Priority' or 'Phase'), define options (e.g., Low, Medium, High), assign colors, and then add the field to the project, allowing for enhanced categorization across all tasks within that view.