DOS and DON’TS in Asana:
Tips that will make you rethink delegation and cooperation in your team

We have collected the typical mistakes made by our clients (and honestly ourselves) when using Asana. Now you can learn from the mistakes of others and use the collective experience to avoid common pitfalls.

01

Describe the delegated tasks in detail, and avoid answering millions of questions instead

Do you think you’ll save time by simply assigning someone a task with just a title? That task will come back to you either as a series of questions about what it’s about (at best), or as sloppy work done, or it will be lost in the depths of millions of similar, not described, tasks.

Before you delegate a task to your colleague, check that he or she has all the information needed to get started:

  • a description of the task with links to the sources of information you want him/her to rely on
  • all the necessary files attached – possibly from your cloud solution like Google Drive / Sharepoint /
  • subtasks that will enable the work to get started quickly
  • If you want to know more: the art of task delegation is described in a separate article.

DO

DON’T

02

Add a verb at the beginning of the task name to immediately focus attention on the action

Tasks without verbs remain a list of areas. What will the task named “Report for 2023” really tell you or a colleague who works remotely?

You can certainly guess, but there is a huge difference between send, prepare and verify the financial report for 2023.

In addition, you’ll get out of the mindset of sending information between each other, and focus right away on what needs to be done. That’s the magic of ditching your e-mail inbox and switching to Asana.

DO

DON’T

03

Assign a task automatically to several people at once, instead of copying it manually

It is not uncommon that we need several people to perform the same activity. Not as a team overall, but each person individually.

For example, as a manager you need your colleagues to do a review of their performance for the past quarter or take an employee satisfaction survey. So how do you save time and at the same time get individual input from each person without copying everything a hundred times by assigning separate tasks?

In such situations, click on the icon with two people in the assignee field to automatically create a copy of this task for each of your colleagues.

DO

DON’T

Why struggle alone?

Instilling the above habits in the whole team is challenging. Changing how people behave without a proven approach is nearly impossible.

Why struggle alone?

Instilling the above habits in the whole team is challenging. Changing how people behave without a proven approach is nearly impossible.
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