Asana tasks vs. subtasks
12:36
Ай бұрын
Pipedrive leads vs  deals
18:41
Ай бұрын
Pipedrive Security Features
17:21
Getting started with Mimestream
15:54
How to use Asana Forms
18:07
6 ай бұрын
10 Hidden Asana Features
13:52
8 ай бұрын
Minor Updates: March-2024
9:19
8 ай бұрын
Why you need a CRM like Pipedrive
12:51
10 Time-Saving Pipedrive Automations
18:36
Which VIEW should you use in Asana?
11:01
Пікірлер
@JewfromLisbon
@JewfromLisbon 3 күн бұрын
very useful video!
@EladKorish
@EladKorish 3 күн бұрын
I asked ChatGPT for the best video on Apple Notes, and it recommended this one!
@GerryRobert2024
@GerryRobert2024 3 күн бұрын
Is it possible to do link to a certain place within a note? I have a bunch of softwares etc and I want to simply have A. B. C. D. etc at the top and when I click on C let's say, it goes to my "C" section within that same note... to save on so much scrolling. I use this note every day multiple times.
@alexjfarling
@alexjfarling 4 күн бұрын
This is a great playlist - very nice work - but the video after this one shows as a private video. Maybe remove it from the playlist?
@alexbilotta5305
@alexbilotta5305 4 күн бұрын
I do not see the deal probability option inside my individual Deal Summary tabs. How do I add that "cell"?
@JewfromLisbon
@JewfromLisbon 4 күн бұрын
Good videos! Thanks!😊
@QasimShobber
@QasimShobber 4 күн бұрын
thank you
@dann_isadora
@dann_isadora 4 күн бұрын
Why, thank you, incredibly intelligent Robb Stark.
@TheLevinzPodcast
@TheLevinzPodcast 5 күн бұрын
when you create a "renew" pipeline, do you use the orignal contact or profile from the first sale? THX
@Guldtyr
@Guldtyr 6 күн бұрын
Good jarb my man
@janusask
@janusask 6 күн бұрын
Thanks for the 24 status. And thank you for some great videos. Especially the ones about Pipedrive. They have been a huge inspiration since I work with Pipedrive on a daily basis. Ideas (and wishes for 25 videos) * more Pipedrive stuff 😃 * explicitly Pipedrive stuff regarding automations, campaigns and mail flows * other details and tools to streamline processes * perhaps some acoustic work in your recording office. Small detail. Again - thanks for a great 24! Have a great holiday
@jimmyhailwood1819
@jimmyhailwood1819 6 күн бұрын
Hey Paul, great videos, I'm a tradie down in Christchurch looking to use Asana for tasks, I already have a job management software (servicem8). Could you do a video on using Asana for tradesmen with multiple jobs and stages of jobs with multiple employees? Thanks
@peterburgess5852
@peterburgess5852 6 күн бұрын
Congratulations on moving into the new house, Paul! All the best wishes for 2025. Have a great break
@lisazuba8948
@lisazuba8948 7 күн бұрын
Congrats on the new home -- it's beautiful! Thanks for all you do. I always learn something from your blog/podcasst/videos. Have a happy holiday season.
@minor-co
@minor-co 6 күн бұрын
Thank you Lisa, I appreciate the support!
@triniguy88
@triniguy88 8 күн бұрын
Hi Paulo, informative! However how do we export the data from the forms?
@minor-co
@minor-co 6 күн бұрын
Thanks! If you click on the project menu (the little down arrow next to the project name) you can export tasks to a CSV.
@ChamaneKing
@ChamaneKing 8 күн бұрын
is tim cook one of your clients ?
@minor-co
@minor-co 6 күн бұрын
Not at this time 😛
@wuschwuschwusch
@wuschwuschwusch 8 күн бұрын
Love the new office setup, congrats to the new house.
@minor-co
@minor-co 6 күн бұрын
Thank you! 👍
@cameronmacleod7297
@cameronmacleod7297 8 күн бұрын
Do the other people need to have asana accounts?
@minor-co
@minor-co 6 күн бұрын
If you want to collaborate them in Asana, you'll need to invite them into your Asana account using their email address.
@aqadaptiveintelligence
@aqadaptiveintelligence 9 күн бұрын
why use a Template instead of just duplicating a task and assigning to multiple people (individually)
@minor-co
@minor-co 6 күн бұрын
The templates also allow you to set dynamic due dates. I also find it easier to create a new task from the new task menu rather than having to duplicate an existing task and update it.
@aqadaptiveintelligence
@aqadaptiveintelligence 6 күн бұрын
@@minor-co but thats only true on paid plans right? I have free only. important distinction to make... easier how?
@aqadaptiveintelligence
@aqadaptiveintelligence 9 күн бұрын
any way to set dates 0 days out, 2 days out , 7 days out automatically on the Free version?
@minor-co
@minor-co 6 күн бұрын
I'm afraid not. You would need the Starter plan to use templates and do basic rules or Advanced to create your own custom rules.
@aqadaptiveintelligence
@aqadaptiveintelligence 6 күн бұрын
@@minor-co sadness. is there a workaround for free versions? its silly they make you pay for setting dates. overwhelms new people.
@belindaweir9243
@belindaweir9243 10 күн бұрын
Just useless. Am really disappointed in it. I have had to reset 3 times and still not get reports that make any sense. Giving up
@minor-co
@minor-co 6 күн бұрын
Sorry to hear that.
@ScottMoran001
@ScottMoran001 11 күн бұрын
Really nice video, I like the Campaigns product, will be taking a look. Paul, I appreciate you doing these videos; you helped me on my CRM journey a bunch of years ago and you know your stuff!
@minor-co
@minor-co 6 күн бұрын
Thank you Scott (and good to hear from you), really glad I could help!
@itzaddam9910
@itzaddam9910 12 күн бұрын
Great video
@minor-co
@minor-co 6 күн бұрын
Thank you!
@beereactive3340
@beereactive3340 12 күн бұрын
Hi Mate, I have a similar dashboard where phase 1 has 5 different task and phase 2 has another 10 different task. When I am writing a rule for Taks 1 under phase 1 , I can only select the flow will be assigned to Phase 2 / not for Task 2 of phase 1 . Any idea how can o achieve that.
@minor-co
@minor-co 6 күн бұрын
Hi there, sorry I'm not entirely sure what you mean or what you're asking about. By 'Phase', do you mean 'Section'?
@beereactive3340
@beereactive3340 6 күн бұрын
@ yes I mean the section has 10 task . I want to make a workflow for those 10 task.
@minor-co
@minor-co 6 күн бұрын
Thanks for clarifying. However, I'm still struggling to understand what end result you're trying to achieve. Could you email me with a screenshot of your rule and explain what you're trying to have happen in the second section? [email protected]
@christophvanechelpoel1573
@christophvanechelpoel1573 14 күн бұрын
Nice video. I wonder which privacy and data rules Raycast follows. Will all data stay locally are does Raycast has full access to your calendar, files and uploads everything/parts of it? to their servers...?
@minor-co
@minor-co 13 күн бұрын
Good question which I'm afraid I don't have the answer to. May be worth checking their privacy policy: www.raycast.com/privacy
@mpodesta1000
@mpodesta1000 14 күн бұрын
Hi! Do you have any insight into whether or not you can automate sending copies of the request form responses to non-Asana users?
@minor-co
@minor-co 13 күн бұрын
This would be possible using Zapier (a third-party automation tool). So when a task is created via the form, you could automate an email to be sent.
@nicolineking8287
@nicolineking8287 15 күн бұрын
You're definitely one of the most valuable contributors on KZbin, Paul, and born to educate people! Thank you so much for your videos.
@minor-co
@minor-co 13 күн бұрын
Thank you for the kind comment. I always aim to explain things as clearly as I can 😀
@D_NikkiKole
@D_NikkiKole 16 күн бұрын
For workflows can I use it for training and orientation? I am the new admin at my organization which is a nonprofit, I noticed they are not using ASANA optimally and first I need to create a reusable recurring training with automated tasks, documents, and videos.
@minor-co
@minor-co 13 күн бұрын
Yes, this is exactly the kind of thing workflows are designed for 👍
@andytlaird
@andytlaird 17 күн бұрын
Hi Paul - great tutorials and thank you. I noticed you have projects in your side bar but I created portfolios and dropped the projects into there - keeping each client separate. I then 'favourited' the portfolios to keep things tidy. Would you say this is a good way to plan?
@minor-co
@minor-co 13 күн бұрын
Yes, I like that approach to keep things cleaner 👍
@DaHealthyBodyConnect
@DaHealthyBodyConnect 17 күн бұрын
Great video! I'm new to the Asana world and have a contract position coming up. I'd like to know, can you pull a status report based on the updates from the team?
@minor-co
@minor-co 13 күн бұрын
Thanks! Yes, you can view the status of the project from the Overview tab or from your Portfolio view (if using Portfolio's)
@seoboss_ai
@seoboss_ai 20 күн бұрын
This is probably one of the most detailed SOPs and I feel like when I have come across other SOPs in the past, your's is probably by far.... one of the best and something that I would like to replicate myself learning how you incorporated such detail....because I feel like everyone else's SOPs are kind of crappy and very generic....I mean yours are actually very detailed which means less training when new team members come on board, am I right?
@minor-co
@minor-co 13 күн бұрын
Thanks! Yes you're right, when onboarding a new team member it's a lot less time-consuming now as we have this very detailed SOP. I like to write out all the steps to follow so that someone who's never done the task before can understand what to do on their first try.
@paulheyer3908
@paulheyer3908 21 күн бұрын
Thanks for the great video! 👍 You show that you use a custom field ‘Deal Source’ - parallel to ‘source origin/channel’. I'm wondering what's the smartest way to capture the source of a deal. We get many of our leads at conventions, trade shows or through personal recommendations, for example. What is the best way to handle this? There are the ‘Source’ fields for Leads/Deals, especially the ‘Source channel’ field in which you can add additional options. Many articles on the web recommend an additional custom field. But since the Lead Source and Source Channel fields are fairly new in Pipedrive, I wonder if that's exactly what they're for. I could simply add ‘Convention’, ‘Trade-Show’, ‘Recommendation’ there. What is your recommendation and good practice? Thanks again!
@minor-co
@minor-co 6 күн бұрын
Thanks for the question. I also recommend adding a custom 'Deal Source' field where you can add your own options (like 'Trade Show') to a dropdown menu. The new 'Source/Channel field that you're referring to can't be customised and Pipedrive's system uses this field to automatically determine where the lead/deal comes from. This is why I recommend having your own custom field as well so you can track your own custom sources or campaigns.
@elizabethgunn8905
@elizabethgunn8905 21 күн бұрын
Hey, your videos have been incredibly helpful!! I just tried to use your link for the extended 30 day free trial and it doesn't seem to be working, would you happen to know if it is still active?? :)
@minor-co
@minor-co 20 күн бұрын
It should still work, please try this one: app.pipedrive.com/affiliate/AF-Paulminors?MinorCO&AF-Paulminors
@margotdenger1485
@margotdenger1485 21 күн бұрын
I just made the switch from a PC (used OneDrive) to a Mac. I have Word on the Mac and when I go to save a document (or turn on AutoSave), it takes me to Manage Storage Accounts but iCloud does not show as an option to add. I don't want to use OneDrive anymore and thought I had transferred everything to iCloud. Maybe you covered it in your video and I didn't catch it. Still learning here. How do I store my Word docs in iCloud and get rid of OneDrive?
@minor-co
@minor-co 20 күн бұрын
Hm, I'm not sure sorry. Have you definitely signed up for an iCloud storage plan. That's the first thing I would check.
@margotdenger1485
@margotdenger1485 20 күн бұрын
@ Yes, definitely have that.
@minor-co
@minor-co 6 күн бұрын
Hm, I'm not sure. It's hard for me to troubleshoot this one without seeing your settings and how it's all set up. It may be best for you to contact Apple Support for this.
@christophercourtney3102
@christophercourtney3102 22 күн бұрын
Great summary. Could you elaborate or reference one of your other videos detailing limitations of subtasks as it relates to Timeline and Goals? e.g. if I want to see a visual Timeline of dependency and progress using task/subtasks vs project/task.
@minor-co
@minor-co 20 күн бұрын
The good news is that subtasks have fewer limitations now than they used to. So you can now click to expand a task on the timeline to see subtasks. You just won't see tasks or subtasks on a Portfolio timeline (you can only see them on the main project timeline)
@ChamaneKing
@ChamaneKing 22 күн бұрын
freaking great, i love it !
@minor-co
@minor-co 20 күн бұрын
Thanks! 😀
@jankagrinco9556
@jankagrinco9556 24 күн бұрын
Thanks, man. This is a great intro to Raycast.Nice and simple explanation, some personal tips. Great!
@minor-co
@minor-co 20 күн бұрын
Thanks, I appreciate the feedback!
@loonylauren90
@loonylauren90 24 күн бұрын
First time Mac user and first time seeing one of your videos. This video is so helpful and so well done!! Thanks for the awesome video!
@minor-co
@minor-co 20 күн бұрын
Thank you, glad the video was useful!
@shaquilleoatmeal-pg2hd
@shaquilleoatmeal-pg2hd 24 күн бұрын
bro stop yapping so much jesus christ
@DeloMalik
@DeloMalik 24 күн бұрын
Very informative and good video ❤
@minor-co
@minor-co 20 күн бұрын
Thanks!
@phinyx
@phinyx 26 күн бұрын
Also wondering how to move a window to a different display...again unclear how this is done.
@minor-co
@minor-co 20 күн бұрын
Good question. I'm not sure how to do this myself but whenever I get stuck on how to do something I find the Keyboard Maestro forum very helpful!
@phinyx
@phinyx 26 күн бұрын
Great video, thank you! I can't get any of the macros to actually work. Nothing happens. Is there a save feature that is required and do I have to have Keyboard Maestro software running for the macros to work?
@minor-co
@minor-co 20 күн бұрын
It may be a setting in the macro group (not the macro itself) that you need to check which could be preventing the trigger from working.
@mohammedgeniwi790
@mohammedgeniwi790 26 күн бұрын
Thank you
@minor-co
@minor-co 26 күн бұрын
You're welcome 😀
@walksfreely
@walksfreely 26 күн бұрын
I am familiar with all of the things you discuss here, and understand why these mistakes are made--because I made them! Glad that I am checking in when still setting things up and testing before rolling out to my team. Thank you for this resource.
@minor-co
@minor-co 20 күн бұрын
Thanks for the feedback, glad the video was useful!
@LuizSiqueira
@LuizSiqueira 27 күн бұрын
I often take notes and store them within different apps, like Contacts or Photos, but I sometimes forget which app I used to save them. That’s why I rely on Spotlight to find these notes. However, Spotlight doesn’t fully meet my needs because some apps, like Evernote or Notion, are not integrated with it. My question is: in Raycast, is it possible to search for a word across multiple apps simultaneously, similar to how Spotlight works?
@minor-co
@minor-co 20 күн бұрын
I haven't tried this myself but there may be extensions you can download that allow you to search across more apps. You can also set up custom searches for web services.
@Ploplox
@Ploplox 27 күн бұрын
Thanks, had to show my manager what i actually do and thought it was probably time to start setting up some processes 😅
@minor-co
@minor-co 27 күн бұрын
Great, well done!
@alyssagigante9489
@alyssagigante9489 28 күн бұрын
Can you advise how to filter the timeline view in a project to show milestones only?
@minor-co
@minor-co 27 күн бұрын
I just checked and this doesn't seem to be possible I'm afraid.
@DiegoMM-k8c
@DiegoMM-k8c 28 күн бұрын
Hi. My Documents folder isn't synchronized with the cloud, so all the files in it aren't in the cloud. How can I fix this, how can I make my Documents folder be a "cloud folder"? Thanks.
@minor-co
@minor-co 27 күн бұрын
Go to 'Tools and Apps » Documents' and you can choose your cloud sync settings here.
@mikeball4959
@mikeball4959 28 күн бұрын
I love your videos and Asana but this is just ridiculous. Asana, Monday etc are not CRMs or even close. They’re just databases. Why bother when Hubspot, Pipedrive, etc cal do it properly for no cost. Misusing good tools does them no favours whatsoever
@amph011
@amph011 Ай бұрын
thank you!
@minor-co
@minor-co 27 күн бұрын
You're welcome 😀