Set up annual recurring tasks for finance/accounting deadlines Staying on top of finance and accounting deadlines can be challenging, especially when it comes to recurring annual tasks. To stay organized and ahead of the game, it is recommended to set up recurring tasks using a task management tool like Asana. With Asana, you can easily...
At ZümiFi, we have been doing this while and have a few favorite tools to make business and our client’s businesses more efficient. This is a sampling of the tools we like to use to deliver powerful X-ray Vision for our clients.\ Asana is a free task management tool and a web and mobile application...
Did you know that you can add Custom Fields in Asana? You can use custom fields to organize your tasks in all sorts of ways: Add a custom field for Priority and then organize tasks with priority designations. Add a custom field for Status, and make that a drop-down menu available in projects. Add a...
Slack and Asana make it easier for you to keep track of your task. Once you download the Asana app in Slack, you can turn a Slack message into a task in Asana. In your conversation, click the dots for more actions, and choose to Create a Task. You will be able to create your...
You can send an e-mail to your Asana account and turn it into a task. From your e-mail account associated with Asana, forward your e-mail to x@mail.asana.com. Just like that, the e-mail will show up in your My Task list. From there, you can assign the task to you or a co-worker. For example, add...
Did you know that you can check off multiple tasks in Asana simultaneously? It’s easy; simply highlight the task you want to check off by holding down the Ctrl button on your keyboard while clicking on each task with your mouse. Once you see that you have selected all the tasks, click on one of...
We’ve mentioned before how much we love Asana! One of our favorite tools within Asana is the ability to create recurring tasks. You can set whatever cycle you need to – daily, weekly, monthly, or even annual tasks! This is a lifesaver for us, particularly as we track the critical year-end tasks we need to...
Are you looking for a shortcut in Asana? One of our favorites is to use the search bar at the top of the page. For example, you can type in the name of a project, assignee, or keyword in a task. If that does not bring up the item you are looking for, narrow your...
Forward emails to x@email.asana.com from the email account associated with Asana. Asana will then create a task in your “My Task” list. This is a simple way to ensure your task or your client’s request does not fall through the cracks. Once the email is placed into your “My Task” list, you can edit set...