Our Approach to Asana Training

At The Collaborative, we’re focused on helping our clients work better. We continually evolve our trainings as we develop new best practices and Asana itself continues to change.

Our trainings are each designed to empower your team with a foundation of skills, conceptual understanding, and best practices across industries. And, we always leave time for Q&A.

We recommend taking our trainings in order regardless of your experience and pairing them with our Asana consulting. This ensures you have the skills but also the space to do your work.

Here’s how we do it.



Skills-based progression

Asana has a huge array of features – so many that it can feel a little overwhelming at first. Rather than try to teach them all, The Collaborative focuses on immediately useful skills and the most important information that your teammates need.

The online Asana Academy and Asana’s YouTube Channel are useful resources for learning the huge array of available features – but are self-guided and don’t often contain relevant best practices. By contrast, our courses are taught live over Zoom or In-Person so participants can ask questions and interact in real-time. Our progression starts with the essential features and best practices you need to manage your work, and then builds layer by layer. At the end of each course, you’ll be empowered to use Asana more effectively than before.

 
Lots of great ‘Getting Things Done’ energy in this training and I love it. Thank you ❤️.
— Scott M.
 

Asana Essentials

This course focuses on how we manage our own work in Asana. It covers the effective use of My Tasks and Inbox; and how we use and communicate using tasks and subtasks. We also share The Collaborative’s award-winning system for organizing My Tasks. By the end, you and your team will have the tools you need to make progress on your own work in Asana.

Asana Intermediate

Our second course builds on Essentials, focusing on how we use Asana to collaborate with others in a common space: Projects. This training focuses on the three primary project types — deadline-driven, ongoing processes, and reference; and introduces custom fields, forms, and more. By the end, you’ll be ready to work more effectively as a team in Asana.

Asana Advanced

Our Asana Advanced course is all about replicability. We explore approvals, rules (automation inside Asana), task templates, and project templates. By the end of this course, you will be on your way to scaling your work through Asana.

Asana Expert

Our fourth course is all about leveraging data in Asana to gain insight and take action. This course builds in layers starting with a simple search, all the way through global reporting, portfolios, and goals.


Hire The Collaborative to plan, implement, and improve your systems and workflows ☀️

Our team loves systems and process challenges. We help refine workflows, train you on best practices, and implement new apps. Connect with us to learn more!


Cory Wilson

I help entrepreneurs an organizations with their systems.

https://thecollaborative.net
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Essential Custom Fields and Rules in Asana

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