15 Topics
10 Days
Programme Overview
Training Description
Who Should Attend
This course is ideal for;
- Project Managers
- Team Leads
- Marketing Managers
- Operations Managers
- Business Owners
- Scrum Masters
- Product Managers
- Project Coordinators
- Creative Directors
- Administrative Professionals
Session Objectives
- Understand the core components of Asana
- Create and manage projects and tasks
- Set up effective project views (List, Board, Timeline)
- Automate workflows with rules and templates
- Collaborate and communicate effectively within Asana
- Track project progress with dashboards and reports
- Integrate Asana with other tools
- Manage a project portfolio for high-level oversight
- Use advanced features like custom fields and forms+
- Optimize team workflows for efficiency
About the Course
In the dynamic world of project management, success hinges on a clear, organized, and collaborative workflow. This "Workflow Architect: Asana Project Management Training Course" is crafted to help you master Asana, the leading work management platform that transforms chaos into clarity. You will learn to design and implement structured workflows, ensuring every team member knows their responsibilities and every project milestone is met. This course will empower you to elevate your project management skills from reactive task tracking to proactive strategic execution.
This comprehensive 10-day training provides the practical knowledge and hands-on experience needed to unlock Asana's full potential. You will learn how to automate repetitive tasks, visualize project progress with Gantt charts and timelines, and create powerful reports that give stakeholders a real-time view of project health. By the end of this program, you won't just be using Asana—you'll be architecting seamless, efficient workflows that drive productivity, foster team alignment, and deliver outstanding results, making you an invaluable asset to any organization.
Curriculum & Topics
15 Topics | 10 Days
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Subtopic 1.1:
The Asana interface and navigation
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Subtopic 1.2:
Understanding the project hierarchy
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Subtopic 1.3:
Creating your first project
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Subtopic 1.4:
Setting up your personal "My Tasks" list
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Subtopic 1.5:
Best practices for initial setup
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Subtopic 2.1:
Creating tasks and subtasks
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Subtopic 2.2:
Assigning tasks and setting due dates
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Subtopic 2.3:
Adding files, comments, and followers
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Subtopic 2.4:
Using task templates for repetitive work
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Subtopic 2.5:
The importance of clear task titles and descriptions
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Subtopic 3.1:
The List view for simple task management
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Subtopic 3.2:
Using Board view for Kanban-style workflows
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Subtopic 3.3:
Visualizing schedules with the Timeline view
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Subtopic 3.4:
The Calendar view for a temporal perspective
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Subtopic 3.5:
Switching between different views
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Subtopic 4.1:
Mentioning teammates in comments
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Subtopic 4.2:
Using the Inbox for notifications
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Subtopic 4.3:
Approving and completing tasks
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Subtopic 4.4:
Creating and managing teams
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Subtopic 4.5:
The role of a Project Manager in Asana
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Subtopic 5.1:
Setting up simple rules to automate tasks
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Subtopic 5.2:
Creating custom rules for specific workflows
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Subtopic 5.3:
Using rule templates
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Subtopic 5.4:
Triggering actions based on task status or due date
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Subtopic 5.5:
Best practices for workflow automation
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Subtopic 6.1:
Creating a new project dashboard
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Subtopic 6.2:
Adding key widgets and charts
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Subtopic 6.3:
Understanding the difference between reporting and dashboards
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Subtopic 6.4:
Creating and customizing advanced reports
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Subtopic 6.5:
Sharing reports with stakeholders
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Subtopic 7.1:
The purpose of custom fields
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Subtopic 7.2:
Creating and managing custom fields
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Subtopic 7.3:
Using custom fields for sorting and filtering
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Subtopic 7.4:
Creating an intake form for new requests
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Subtopic 7.5:
Mapping form fields to a project
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Subtopic 8.1:
The purpose of Asana Portfolios
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Subtopic 8.2:
Creating a new project portfolio
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Subtopic 8.3:
Tracking project status at a glance
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Subtopic 8.4:
Monitoring progress across multiple projects
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Subtopic 8.5:
Using Portfolios for executive-level reporting
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Subtopic 9.1:
Using dependencies to link tasks
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Subtopic 9.2:
Creating task templates
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Subtopic 9.3:
The importance of project dependencies
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Subtopic 9.4:
Setting up start dates and end dates for tasks
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Subtopic 9.5:
The role of milestones and goals
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Subtopic 10.1:
Connecting Asana to external apps
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Subtopic 10.2:
Using the Asana for Slack or Teams integration
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Subtopic 10.3:
Connecting Asana with Google Drive or Dropbox
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Subtopic 10.4:
The Asana API and its potential
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Subtopic 10.5:
Exploring the Asana App Marketplace
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Subtopic 11.1:
The importance of standardized workflows
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Subtopic 11.2:
Creating a template for a new project type
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Subtopic 11.3:
Sharing workflow templates with your team
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Subtopic 11.4:
Optimizing team collaboration with Asana
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Subtopic 11.5:
Providing feedback on team workflows
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Subtopic 12.1:
An overview of the Admin Console
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Subtopic 12.2:
Managing users and teams
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Subtopic 12.3:
Setting up security and access controls
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Subtopic 12.4:
Understanding guest access
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Subtopic 12.5:
Auditing user activity
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Subtopic 13.1:
Using Asana for sprint planning
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Subtopic 13.2:
Managing product backlogs with Asana
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Subtopic 13.3:
Tracking burndown charts
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Subtopic 13.4:
Running effective sprint retrospectives
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Subtopic 13.5:
The benefits of Asana for Agile teams
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Subtopic 14.1:
The importance of time tracking
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Subtopic 14.2:
Using Asana's built-in time tracking features
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Subtopic 14.3:
Connecting to time tracking integrations
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Subtopic 14.4:
Managing team workload with the Workload view
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Subtopic 14.5:
Avoiding resource over-allocation
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Subtopic 15.1:
Applying all learned skills to real-world scenarios
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Subtopic 15.2:
Managing a marketing campaign from scratch
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Subtopic 15.3:
Using Asana to manage a software development project
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Subtopic 15.4:
Troubleshooting a complex workflow
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Subtopic 15.5:
Presenting project metrics to leadership
