The MEDIUM version of using Asana as an agreement tracker 🤔

PLEASE WATCH AT 1.5X SPEED :) Be sure the watch the Easy version first before watching this one!
Hi, Regina (Matt's CoS) here! 👋
This is the MEDIUM version (Version 2) of how to use Asana as an agreement tracker: designing Asana profiles. It is definitely more difficult than the Easy Version, but the rewards are magnitudes greater!
Whether you're a small startup or a 2000+ person company, you'll need a way to track your Action Items across your team. Luckily, there's an easy solution: Asana. 😏
In this series, we will go through three levels of difficulty of using Asana, and detail the pros and cons of each one. Be sure to watch the other Asana setups and choose the right one for you! 🙌
WATCH THE OTHER VERSIONS OF USING THE MOCHARY METHOD IN ASANA 👇
-EASY version of using Asana: • The EASY version of us...
-MEDIUM version of using Asana: • The MEDIUM version of ...
-EXPERT version of using Asana: • The EXPERT version of ...
TIMESTAMPS 📖
0:00 - Introduction
0:37 - Overview of Profiles
1:19 - Columns
1:25 - Waiting Column (Who’s waiting on the task to get done. Adding action items instead of personal tasks.)
3:21 - Assignee Column
4:02 - Not Done Column: Regrettable or Not Regrettable (Accountability)
5:22 - How to Mark Tasks as Incomplete (Using the Not Done column if you don’t finish all of the things on your sprint.)
7:32 - More Examples of Tasks Not Done
8:25 - Tags (Where your teammates are spending their time. Energy Audit.)
9:31 - Customize (Fields)
10:20 - Sections
11:10 - Profile Section (Getting to know more about your teammates. Magic Questions.)
11:59 - Things to Update Section (Reminders.)
13:08 - Sprints Section (Things you need to get done - incomplete tasks. How to sort tasks.)
11:54 - “Sprint” Terminology
14:32 - Future Tasks Section (Tasks you want to do for future sprints.)
14:52 - Waiting For Section (Tasks that you’re waiting for to get done. Accountability.)
17:23 - Someday / Maybe Section (Tasks that would be nice to do but not time-sensitive.)
17:51 - Habits Section (Actions we accept and commit to from the feedback given to us.)
20:28 - Archives Section (Sprints/Tasks that are done. History.)
21:24 - Rules (Automations.)
23:28 - Rules in Projects (Due date reminders. Overdue tasks reminders.)
24:51 - Comparison of “My Tasks” (Easy Ver.) vs. “Profiles” (Medium Ver.)
25:11 - Profile Templates (How to set up templates.)
26:45 - Importance Level of Tasks (Helping your team prioritize their tasks.)
27:37 - Final Recap
Pros of the Medium Version ✅
-Project Templates make it easy to create consistency across profile setups! Huge upgrade from the Easy Version of the Asana setup.
-Admins can automatically have edit access to profiles, and can therefore set up automations, fix Asana formatting, and view all tasks (making accountability across the org much easier)
-Setting up custom columns provides much more context on tracking things you care about, including OKRs, whether tasks are done or not, and more
-Automations make setup a breeze! 🌬
-Sections make things clear ✨
Cons of the Medium Version ❌
-Takes quite a bit of time to set up. (Not to fear: if you want to copy our's, all you have to do is ask! We're happy to open-source the way we've set our profiles and automations up. Just ask Regina @_rpgbx on Twitter.)
-You have to remember to add tasks to your Asana tracker from your meeting takeaways, and therefore, you may not always have all the context you need on when/how/why a task is created since there's no meeting doc tied back to the task
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RESOURCES ✨
- Agreement Tracker: Why you need one - docs.google.com/document/d/1Q...
SOCIAL 🐦
- Follow Regina on Twitter: / _rpgbx
- About Regina: / rpgbx
- Check out Regina's blog: www.rpgbx.com/blog
- Follow Matt on Twitter: / mattmochary
- About Matt: en.wikipedia.org/wiki/Matthew...
- Learn More About the Method: www.mocharymethod.com
Want to join the Mochary Method software team? 💻
- Apply at mocharymethod.com/careers

[@castandspear]

Insanely helpful! Thanks you, I'm going to implement this with my team.

[@flipanywhere]

great video thanks for recording