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PDF Editor FAQ

How will meeting rooms make my training sessions better?

Meeting rooms are critical (both physical and virtual). It has to be a good environment for people to learn at their optimal level. Lots of people have also mentioned structure for the trainings and that is absolutely right. Creating timers for topics to train on is helpful to keep people on track but also to give people a sense of pace. When it feels like meetings or trainings are just going on endlessly with no light at the end of the tunnel, you’ll lose them quickly.We built a free tool to help with this too that is free to try out. I’ve linked a sample meeting agenda here:Example of a weekly team meeting (add the title of your meeting agenda here)https://bit.ly/3eEnYyZ

Which template files each SME needs?

There are so many. But here are some you sure will need:Sales & MarketingMarketing budget template: Premium Marketing Budget TemplateGrowth action plan: Free 90 Day Plan Of Action for new growthProposal template: Free Sample Marketing Proposal TemplateSocial media strategic plan: Free Social Media Strategy PlanHR:A non disclosure agreement for your employees: Free Non Disclosure Agreement TemplateA employee review form: Premium Employee Performance Appraisal TemplateWelcome letter: Free Welcome Letter New EmployeeHead hunting contract: Premium Head Hunting AgreementA interview letter: Free HR Interview Invitation LetterWorking hours template: Free Working hours Timesheet TemplateEmployment agreement: Free Employment AgreementBusiness travel: Free Business Travel ItineraryFinance:Invoice template: Free Invoice TemplateMonthy expenses budget: Free Monthly Expenses Budget TemplateAccounting journal: Free Accounting JournalCash flow forecast: Free Cash Flow Monthly ForecastIT & SupportITIL: Premium ITIL Change Control Procedure TemplateManagement:Business plan template: Premium Business Plan TemplateTeam meeting template: Free Team Meeting TemplateWeekly status report: Free HR Weekly Status ReportResponsibility template: Premium Responsibility matrix (CAIRO)Project delivery handover template: Premium Project Deliverable Handover Table TemplateRisk management matrix: Premium Risk Management Log and Matrix TemplateProject evaluation form: Premium Project Evaluation Form TemplateMeeting minutes: Free Meeting Minutes TemplateWeekly staff meeting template: Free Weekly Staff Meeting Agenda

What are great uses for Asana?

First, it helps to understand that at its core, Asana is fundamentally a group communication tool, designed to center team communication and collaboration around tasks. While Asana works fairly well as an individual task management/GTD app, that is not the use case we are targeting, so if you're looking for a tool to manage only your own tasks, there are a number of purpose-built apps that might serve you better.With that in mind, here are a number of great ways to use Asana, based on how we use Asana, ourselves, and how some of our customers use it:Broad Use Cases:Communication. While we still use email for broadcasting messages to the entire team and IM for one-to-one chat, Asana serves as our company's communication hub. The vast majority of communication about the work our team is doing happens in Asana, mostly as comments on tasks. Asana's Inbox makes this a much easier process.General Project Management. Most projects can be broken down into a set of tasks and milestones that need to be prioritized, completed in a certain order, by a certain date, and by a range of people. In Asana, you can quickly build that set of tasks, use priority headings to group them into milestones (just add a ":" at the end of a task), then assign each task to the person owns it. For big tasks that require a number of steps (and/or different people) to complete, you can use subtasks.Feature Suggestions/Requests. At Asana, we have a project called "Product Opportunities" that serves as the master list of feature requests and suggestions from the entire team. Every so often, one of our two PMs will dive into this list, cherry pick the best/most practical ideas and add them to the roadmap and/or sprint plans. Other, lower priority but still enticing ideas might get tagged for "Polish Week."Bug Tracking. We have a "Bugs" project and any time we find a bug in Asana, we add it here. We use priority headings (P0-P4) to indicate the severity of the bug and the importance of fixing it (P0 means: FIX NOW!). The high-priority bugs get assigned to an Engineer immediately, and the rest are there for picking-and-choosing during the one-week periods between sprints (which we call "Off-Sprints").Applicant Tracking. Though Asana is not a purpose-built applicant tracking system, our recruiters swear by it. We have separate projects for each functional category (Engineers, Designers, Marketing, etc). When a candidate lands on our radar (either via referral or direct application), we create a task with their name and add it to the relevant project. The candidate's cover letter and links to their internet presence (LinkedIn, GitHub, Behance, etc) go into the notes field and their resumes get attached to their task. Our recruiters will then add tags to capture the phase of the process ("intro requested"; "phone interview"; "on-site") and categorize by role ("data eng"; "content marketing"; etc). When a candidate has interviewed, we use subtasks to ask his/her interviewers for their feedback.CRM. We also use Asana as our CRM. Whenever a customer upgrades to a premium workspace, we use Zapier to push data from our payment platform into an "Upgrades" project with the company name as the task and the account owner's contact details in the notes. Our sales team (all of one, Senor Michael Spradlin) will use this project for customer outreach and to segment our paid customers by industry type and/or use-case. I will pick the most recognizable companies and add them to the "Customer Marketing" project for later. Some of our customers have devised much more advanced ways to use Asana as a CRM (with all sorts of tags and stages), but since our sales cycle is very low-touch, this way has served our needs (for now).Product Launches. We have a "Product Launch Template" that contains the list of tasks we are likely to do every time we prepare to launch a signficant new product or feature. In the lead-up to one of these launches, we make a copy of the project, rename it for the feature that is launching, set due dates for every task and sub-task and split up the work. If any PR is inovlved, we use Guest Accounts to bring our PR team into the project and collaborate with them on media outreach plans, messaging, etc.Better Meetings. We use Asana to create meeting agendas, to take notes on each item on the agenda when the meeting is happening, and then to delegate any follow up tasks after the meeting is done. We use Asana for board meetings, for roadmap plannning meetings, for design reviews and 1:1s – pretty much any and every kind of meeting.Client Work. While we don't use Asana for working directly with clients (we aren't a consulting shop), a number of our customers do. There are at least two main ways we've seen this done. The first way is to use totally separate workspaces for each client, fill each workspace with the projects and tasks specific to each, then invite the stakeholders from the client into the workspace you set up for them. The second way is to keep everything in a single workspace and use Guest Accounts, only giving each client access to the projects relevant to them.Some specific ways I use Asana, myself:Editorial Calendar. I use a "Marketing Content Roadmap" project to capture every single content idea (blog post, video, Quora answer, marketing email) that anyone on the team has. Each piece of content is its own task, with the rough working title as the task name. I prioritize this list based on mostly subjective expectations of value/impact, add dates for things with definite deadlines (like feature launch announcements) and then add things from the list to my sprint plan project. I put links to drafts in the notes field and solicit feedback via task comments. For content that requires many steps (like a marketing email that needs writing, designing and coding), I use subtasks.Media Production. For the bigger and more complicated content production work (specifically, videos), I'll create a project dedicated to that piece of content and break it down into phases (pre-production; production; post-production) and tasks in those phases (e.g. write script, hire videographer, set filming date, etc).Note: This list is just a sample of the many ways we Asana at Asana, and it only scratches the surface of the many ways our different kinds of customers use Asana for their own particular needs. If you have any unique ways you'd like me to add, feel free to elaborate in the comments!

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