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Asana 101 The following is designed to help create easily actionable edit tickets in Asana. Requirements Access …

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    Asana 101

    The following is designed to help create easily actionable edit tickets in Asana.

    Requirements

    • Access to PPL Labs’ Asana page @ app.asana.com

    Process

    • Find Asana page for client in search bar at top
    • On page, scroll to, and click on “Edits:” line
    • Hit “Enter” or “Return” on keyboard to create a new entry under “Edits:
    • Title new task
    • Enter task description
    • Set Due Date for task
    • Assign to Developer or Support Team Member
    • When task is finished, click check mark to left of title to mark as “Complete
      • Do not mark as Complete unless all tasks in ticket have been finished
      • If ticket is unclear, re-assign to the person who created it asking for clarification and message on Skype with link to task

    Detailed Description
    Preparation

    • During a support call, notes should be taken in the Asana page for the client’s website to make them easily transferrable into edits
    • All new edits should be added beneath the “Edits:” line within the Asana page

    asana-1

    Titling Your Asana Edits:

      • Each ticket should be titled according to the Menu Item it pertains to using the following format:
    • Menu Item > Sub-Menu Item (If applicable)

    Task Creation

    • All actions should be bolded and written as simply as possible and followed by a “:
      • For example, if you want to change a banner image to something else, the action should be written as “Make Banner Image:
      • Removing content should be written as “Remove:
    • Task descriptions should be written in plain text. Aim to keep the descriptions as simple as possible too.
    • Attach images to the Asana task using the paperclip icon in the top right corner

    asana-2

    • Screenshots help considerably. Use an application like Lightshot Screenshot to select and identify the specific area you wish to change, visually.
        • If attaching a screenshot, the task description should read “(See Screenshot)”
        • If attaching more than one screenshot to a single Asana task, include the screenshot’s link in the description.
          • Ex. “(See Screenshot at Dec 23 15-00-21.png)”
      • If you wish to add or change an image, attach the new image to the Asana task and write “(See Attached)” as the task description
        • If adding/changing multiple images, include the image’s link in the description.
          • Ex. “(See img_20151217_110750444.jpg)”
    • If assigning multiple edits for a single Menu Item, separate each edit within the task with a blank line by hitting the “enter” or “return” key twice. Title each individual edit within the ticket with Bold Text
      • Multiple edits in a single task should read as follows:

    asana-3

    • Look over and proofread your Task before Assigning it in order to ensure it is understandable and actionable

     

    Assigning Created Tasks

     

    • Once a task is created, set the Due Date for the task by clicking the Calendar icon above the title
      • Edits should typically be scheduled for completion within 1 – 2 workdays.

    asana-4

    • Assign a task to a Developer or Support Team Member by clicking the “Unassigned” option to the left of the Due Date, typing their name into the search bar, and clicking on it

    asana-5

    Asking for Clarification on a Task

     

    • Should a task’s description not be clear, write a comment using the comment box at the bottom of the Asana ticket, then Re-Assign the task to its creator
      • Message the creator on Skype with a link to the task, in addition to reassigning in order to ensure they see the issue

    asana-6

    Completing a Task

     

     

    • Do Not mark a task as Complete unless all aspects have been resolved.

     

      • If portions of the ticket are still unclear, re-assign the ticket to its creator following the directions in “Asking for Clarification on a Task
    • Once a task has been completed in its entirety, click the checkmark icon to the left of the task title.

    asana-7

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