Notes:

1. Million Hearts Teamwork & Individual Tasks - LeeAnn 12;04

   1. It’s iterative

   2. Team members use personal task board

   3. When we identify tasks 2:05 we add them to a list and assign

   4. Milestones - not a time limit but required for deliverable

   5. how do you track priority in this format? Using the priority column - low, med, high.

   6. team meeting agenda with buckets- this is separate from the Workplan, and it is one task that is recurring. Lead sets it to renew every 2 weeks, repopulates for 2 weeks in teh future - repopulates itself. Some things are permanent on the list. They put in notes for the

   7. Set recurring tasks to alternate ownership and it pops up for the next person.

   8. Share a board with the Communications team for my marketing/comms strategy

2. PHIT Team - Naomi - 2:11pm

   1. Use it at the high level, meaning high-level goals for funded projects - deliverables.

   2. Use priority column for low/med/high

   3. submit a ticket for assistance, Naomi links the ticket that she submits to Comms so she can keep track in her plan by - helps to work across teams

   4. they put important links related to a project on the Asana page, use Confluence as storage and finalized products, link confluence there, as well as sharepoint links to NTTAP guidance.

   5. Most smaller level info is in Confluence

   6. Daily task are in a notes page

   7. Did you link to another project or just tag the comms team in the project?

      1. Create ollow up task - choose project - it will come up as a task in your workp lan

      2. Or just assign to up to two projects

3. Meetings workflow and Templates - Liz

   1. Can make any project a locked, private task

   2. Workflows

      1. tickets can show up in projects

      2. rules - to automatically set dates, like “set due date 5 days from now,” or “add these 2 collaborators”

      3. Due dates are not limited to business days - this is a flaw that has been elevated to Asana

      4. Template

         1. Create project - from a template - use it and rename it - assignee stays in when you copy it.

         2. If you put in the event date, does it fill in all the dates? No. Duration is not applicable because it does not take into account holidays, etc. You could automate them and change them manually after that.

      5. Uses CCQ Portfolio with all projects in it

      6. We could be pulling reports and the level of effort to demonstrate - if we used it.

         1. Nic and Comms uses that feature - Level of Effort. Shows % of tasks assigned to team members

         2. Do we have access to account rep to help us customize Asana to our uses? Through IT, we do.

         3. Asana has a forum for Q&A, they do online webinars, recorded training content, Topic

4. Asana One for All Team Process - Andrea

   1. Workplan level

      1. If we use dependencies, it will help us see which tasks are done because the report will be tailored only to what can be done at any one time.

   2. My tasks and prorities

   3. Workflow

5. Discussion/Ideas

   1. Upload files for deliverables

   2. Show clients the high level plan and subtasks so client knows we are headed towards a goal.

   3. We could make a list of the things we want to be able to do, and we could bring that to IT.

   4. How to use this for

   5. For clients - show them the PDF of high level tasks

   6. For performance review -

   7. To create reports -

6. Discussion, Questions, Tricks

   1. Comments helps because you can only assign 1 (or two) so it helps with collaboration.

   2. Boilerplate Bucket - SOPs