Tag: Asana

Set up annual recurring tasks for finance

Set up annual recurring tasks for finance/accounting deadlines Create tasks, reminders, and lists to move your work forward. Asana is a task manager that’s easy to use but powerful enough for complex projects. It is often hard to avoid once-a-year tasks, like your Secretary of State statement of information filings or annual insurance renewals. Using...

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Cool Tools Asana

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,...

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Cool Tools – Asana Custom Fields

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 by those priority designations. Add a custom field for Status, and make that a drop-down menu available in projects. Add...

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Cool Tools – Slack and Asana

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, choose to Create a Task. You will be able to create your task,...

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Cool Tools Asana Forward Task

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. Add a due...

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Cool Tools – Asana – Multi-Select

Did you know that you can check off multiple tasks in Asana at once? 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 task, click on one...

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Cool Tools – Asana – Recurring Tasks

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 those critical year-end tasks that we need...

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Cool Tools – E-mail task to your Asana account

Forward e-mails to x@email.asana.com from the e-mail account associated with Asana. Asana will then create a task in your “My Task” list. This is a simple way to make sure your task or your client’s request do not fall through the cracks. Once the e-mail is placed into your “My Task” list, you can edit...

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