15 Topics
4 Days
75 Sessions
Programme Overview
Training Description
Who Should Attend
- Agile Coaches and Scrum Masters
- Administrative Professionals
- PMO Officers
- Digital Transformation Teams
- Marketing and Sales Teams
- Human Resource Managers
- IT Professionals and System Administrators
- Entrepreneurs and Startup Teams
- Consultants and Business Professionals involved in project execution
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
The Asana Project Management Training Course equips participants with practical skills to effectively plan, organize, track, and deliver projects using Asana’s powerful project management platform. The course introduces participants to digital project management best practices, task management, workflow automation, team collaboration, and performance tracking to improve productivity and project outcomes.
Participants will learn how to create and manage projects, assign responsibilities, establish timelines, monitor progress, communicate with teams, and generate reports using Asana tools. Through hands-on exercises and real-world scenarios, learners will gain the confidence to use Asana to streamline workflows, enhance collaboration, and achieve successful project delivery.
Curriculum & Topics
15 Topics | 75 Sessions
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Workshop 1.1:
The Asana interface and navigation
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Workshop 1.2:
Understanding the project hierarchy
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Workshop 1.3:
Creating your first project
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Workshop 1.4:
Setting up your personal "My Tasks" list
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Workshop 1.5:
Best practices for initial setup
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Workshop 2.1:
Creating tasks and subtasks
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Workshop 2.2:
Assigning tasks and setting due dates
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Workshop 2.3:
Adding files, comments, and followers
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Workshop 2.4:
Using task templates for repetitive work
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Workshop 2.5:
The importance of clear task titles and descriptions
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Workshop 3.1:
The List view for simple task management
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Workshop 3.2:
Using Board view for Kanban-style workflows
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Workshop 3.3:
Visualizing schedules with the Timeline view
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Workshop 3.4:
The Calendar view for a temporal perspective
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Workshop 3.5:
Switching between different views
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Workshop 4.1:
Mentioning teammates in comments
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Workshop 4.2:
Using the Inbox for notifications
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Workshop 4.3:
Approving and completing tasks
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Workshop 4.4:
Creating and managing teams
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Workshop 4.5:
The role of a Project Manager in Asana
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Workshop 5.1:
Setting up simple rules to automate tasks
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Workshop 5.2:
Creating custom rules for specific workflows
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Workshop 5.3:
Using rule templates
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Workshop 5.4:
Triggering actions based on task status or due date
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Workshop 5.5:
Best practices for workflow automation
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Workshop 6.1:
Creating a new project dashboard
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Workshop 6.2:
Adding key widgets and charts
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Workshop 6.3:
Understanding the difference between reporting and dashboards
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Workshop 6.4:
Creating and customizing advanced reports
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Workshop 6.5:
Sharing reports with stakeholders
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Workshop 7.1:
The purpose of custom fields
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Workshop 7.2:
Creating and managing custom fields
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Workshop 7.3:
Using custom fields for sorting and filtering
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Workshop 7.4:
Creating an intake form for new requests
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Workshop 7.5:
Mapping form fields to a project
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Workshop 8.1:
The purpose of Asana Portfolios
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Workshop 8.2:
Creating a new project portfolio
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Workshop 8.3:
Tracking project status at a glance
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Workshop 8.4:
Monitoring progress across multiple projects
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Workshop 8.5:
Using Portfolios for executive-level reporting
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Workshop 9.1:
Using dependencies to link tasks
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Workshop 9.2:
Creating task templates
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Workshop 9.3:
The importance of project dependencies
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Workshop 9.4:
Setting up start dates and end dates for tasks
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Workshop 9.5:
The role of milestones and goals
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Workshop 10.1:
Connecting Asana to external apps
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Workshop 10.2:
Using the Asana for Slack or Teams integration
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Workshop 10.3:
Connecting Asana with Google Drive or Dropbox
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Workshop 10.4:
The Asana API and its potential
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Workshop 10.5:
Exploring the Asana App Marketplace
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Workshop 11.1:
The importance of standardized workflows
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Workshop 11.2:
Creating a template for a new project type
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Workshop 11.3:
Sharing workflow templates with your team
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Workshop 11.4:
Optimizing team collaboration with Asana
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Workshop 11.5:
Providing feedback on team workflows
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Workshop 12.1:
An overview of the Admin Console
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Workshop 12.2:
Managing users and teams
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Workshop 12.3:
Setting up security and access controls
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Workshop 12.4:
Understanding guest access
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Workshop 12.5:
Auditing user activity
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Workshop 13.1:
Using Asana for sprint planning
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Workshop 13.2:
Managing product backlogs with Asana
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Workshop 13.3:
Tracking burndown charts
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Workshop 13.4:
Running effective sprint retrospectives
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Workshop 13.5:
The benefits of Asana for Agile teams
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Workshop 14.1:
The importance of time tracking
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Workshop 14.2:
Using Asana's built-in time tracking features
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Workshop 14.3:
Connecting to time tracking integrations
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Workshop 14.4:
Managing team workload with the Workload view
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Workshop 14.5:
Avoiding resource over-allocation
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Workshop 15.1:
Applying all learned skills to real-world scenarios
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Workshop 15.2:
Managing a marketing campaign from scratch
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Workshop 15.3:
Using Asana to manage a software development project
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Workshop 15.4:
Troubleshooting a complex workflow
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Workshop 15.5:
Presenting project metrics to leadership
General Notes
This course will be delivered by our experts and professionals in data analysis with vast experience. The workshop will be highly interactive
Training manuals and additional reference materials are provided to the participants.
Upon successful completion of this course, participants will be issued with a certificate.
The training will be conducted by PB Institute of Research and Technology
The training fee covers tuition fees, training materials, lunch and training venue. Accommodation and airport transfer are arranged for our participants upon request.
Payment should be sent to our bank account before the start of training and proof of payment sent to: info@pebblesinstitute.org
