How to clean up your My Tasks

[@minor-co]

UPDATE: Check out my new video, 'How to organise My Tasks': kzbin.info/www/bejne/bZ2yZnqOiNiMbsU

[@ourvastlands6264]

You make so much sense!

[@minor-co]

Thanks 😀

[@MarioAZepeda]

Great video Paul, this my task list was driving me crazy..! keep up the good work!

[@minor-co]

Thanks Mario, glad I could help.

[@angelasargeant]

Thank you Paul! You are a God send :) Love the way you explain everything so thoroughly

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[@salmaankhwaja]

Awesome tip on in assigning the tasks. Thanks.

[@jodiewillmer1279]

Thankyou so much Paul for sharing your great talents and insights. I was feeling overwhelmed by MyTasks and now I know why! I wasn't using it correctly. Thank you again.

[@minor-co]

You're welcome, glad I could help Jodie!

[@NicoletteCasula-q7l]

Thank you! Are you available for one on one walk throughs

[@minor-co]

Yes, feel free to connect with me here and I can book you on a call with my team: paulminors.com/contact/

[@zillpatel201]

Appreciate this video, Paul. Thanks for sharing. This was extremely helpful.

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[@courtneyderouen]

This is great, I really needed this video today. Thank you so much!

[@minor-co]

You're welcome, thanks Courtney!

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[@Flowium]

Hi Paul, do you have a new video about the new tasks in Asana? just curious to learn what section you have and how you sort them.

[@minor-co]

Do you mean the new My Tasks? If so, I'm afraid I don't have a video on KZbin at the moment but this is something I cover in my online course: paulminors.com/consulting/asana-consulting/

[@Flowium]

@@minor-co thank you I will buy it soon

[@love83forever]

Thank you Paul! I would be grateful if you could discuss deleting sections from the 'my task' tab. For some reason I can't delete the section I created.

[@minor-co]

If you click on the three dots next to the section name, you should be able to delete it?

[@love83forever]

@@minor-co Thanks for your response. I think that feature may not be on the free version. I noticed delete was in 'grey' but I could not click it. I only just started trying out Asana so started with the trial version first.

[@minor-co]

It should be possible on the free version as well. Are you sure the project isn't in comment only mode and maybe you don't have permission to edit?

[@HealthandBeautyAP]

I am working on refining Asana for my team. I know you love the priemum version. It looks great but since I have a small budget and multiple team members it is not feasible for me to pay per person for each team member. Therefore, I decided to figure out some work arounds for better transparency and management. The issue I have with My tasks is that no one can see them except me and I cannot see anyone elses. I want my team to have a certain level of autonomy to organize their section the way they want to so I created projects for each team member that they are required to tag with their to do list. My admin uses the "my task" layout so I decided to figure out a better way to help her organize her "my tasks". I found this helpful but I will say that I disagree about removing due dates from tasks like "GST return" because these items are due at specific times per year so for those type of things I use a monthly calendar task for our team and for me personally so I can see everything at a glance with the calendar view. I think ideas and future planning is important and if you don't give it a timeline then it just does not get done. I learned this the hard way when I created side projects with my team that NEVER GOT ACCOMPLISHED. They weren't important but I found myself really annoyed at not having timelines attached to all tasks. For the items without due dates, we only use this for non tasks- such as procedures or protocols or staff meeting topics. Items that will never have a due date.

[@minor-co]

Thanks for sharing your feedback and experience Candice.

[@jarvellgeorge7238]

Great Video. Can you change Titles in "my tasks"? For example: Instead of "Today, upcoming and later." I would like titles to be Monday, Tuesday, Wednesday etc..

[@minor-co]

Thanks! I'm afraid not. You can create your own custom headings WITHIN these sections. But the sections themselves are fixed.

[@zeniefoundation4733]

Thanks Paul. Do you know if you can prioritize tasks once they are in your TODAY list?

[@minor-co]

One they're in the TODAY view, you can manually move them into the order you like.

[@lorimcewen8240]

Paul, thanks for all your videos. They are so helpful. Can you tell me how you get your tasks to move automatically? I have a recurring daily task that is not showing up in my TODAY section. It seems I have to move everything manually each day. I thought that recurring items or those with today's due date would auto-populate there. Am I missing something?

[@minor-co]

Hi Lori, have you sorted by 'None' to get the Today, Upcoming and Later sections? Also check the hacks setting that allows you to show or hide recurring tasks (this might be your issue)

[@HealthandBeautyAP]

forum.asana.com/t/tasks-due-today-not-in-today-tasks/64110 I found this link. I thought I had changed the settings but it turns out that the video does not explain this clearly. The view is "recently assigned". I think this video is out dated with the view. Also according to the link above, the tasks will all go into recently assigned. You have to manually move them into today, upcoming or later. If your tasks are in "later" or "Upcoming" then they will move into the today section but tasks will not auto populate into the today section. There is only an auto move fx for the other 2 categories. I created sub categories so that I understand that Upcoming means- This week and later means sometime after this week. Also, I figured out a cool feature of the "later" section which he didn't talk about. The later section has all of your projects that you create so if you clear out your later section you can see your projects in this view as well as the side panel. I hope this helps

[@ahmedmashhadi4668]

Hey Paul, big fan of your connect. I'm wondering, what if you're assigned a project/task but with no date as the dates are on the subtasks under that task. this still appears on your task list but doesn't really have a due date. where would you put that task?

[@minor-co]

Well I'd recommend still having a date on the parent task to show when you want the entire body of work to be completed by.

[@chantelledeshazer3060]

Great video! Thanks! I have messed up my "My Tasks" with sections I called A priority, B priority, errands, etc grouping tasks according to the LearnDoBecome system of where they are done. many don't have due dates, just things I don't want to forget. So am I understanding you correctly in that the "my tasks" can not have sections that I've made, only "today, upcoming and later"?

[@minor-co]

You can actually create sub-sections within Today, Upcoming and Later by using the keyboard shortcut Tab + N.

[@philbowles7740]

Hi Paul, One thing I have noticed with having the same task appear in multiple projects, is that if the Task is marked for LATER, it will come through to the LATER Section in My Tasks, multiple times, as the LATER section sorts your tasks by projects. So if you have the same task appear in say Projects: CALENDAR, KANBAN & PROJECTS, and that task is marked to LATER in My Tasks, it will actually appear 3 times in LATER. Have you found a way around this? Thanks!

[@minor-co]

Yes, you're right. Really, the Later section is meant to be left closed so you don't have to look at or worry about stuff that's coming up later. The beauty of the My Tasks is that the task will move up into Upcoming 1 week before the due date so you don't forget about it.

[@michellescott3939]

Hi Paul, great tips, and I love your videos! I have a questions and I can't seem to find my answer so I hope you can help. I shorted out my task's into the three sections as you suggest. Due Today, Upcoming (this week), Due later, and I am great at managing my recently assigned task's, putting them in the correct sections my issue seems to be some task are moving up based on due date while others are still sitting in Due later but yet their Due today. I thought it would automatically move up the sections as the due date comes closer, so all items in my Due Later would move to my Upcoming section when they are a week out and the Tasks in the Upcoming will move into Due Today, this is and isn't working, for some task's they are moving up but I also have some task that I placed into Due Later and they are still sitting their, what am I doing wrong? I thought if I shorted them they would automatically move around based on Due Date.

[@minor-co]

Hi Michelle, Asana is currently rolling out a new version of My Tasks that now requires you to create your own rules to move tasks around. So I'm not sure if you have the new version yet but maybe this is part of the issue?

[@michellescott3939]

​@@minor-co thanks for the reply, yes I did rules with my trouble shooting, does Rules only work on the premium asana? thinking that might be my issue as well, thanks for your time.

[@minor-co]

You get some basic rules on Premium but for custom rules you'd need Business.

[@stevenhambleton9497]

Hey Paul, how do you manage Asana and Pipedrive tasks? Do you keep them separate?

[@stevenhambleton9497]

@@minor-co Thank you Paul! I wondered if I should combine the two somehow but I realise that company/client projects and sales endeavours are two separate things.

[@alexx1713]

Has functionality changed? I don't have |New Tasks| - only Recently assigned, Today, etc. - But there is no way it automatically moves a task to another section in tasks.

[@minor-co]

Are you sorting your My Tasks page by 'none'? Make sure you do this first so you can see the various sections.

[@alexx1713]

@@minor-co I am sorting my tasks by none. No matter which additional view (incomplete tasks, etc), I take, I am note getting the same overview as you. I have watched a few of your videos as they are really helpful. I believe they may require an update as Asana's layout/functionality may have changed. My overview looks very different from yours. Thank you for getting back to me :).

[@jp_baril]

Same here. I just signed up for a free account and I don't have the same view and options at all. I know the video was done 2 years ago, but as Paul seems to suggest it would still work like 2 years ago, I wanted to add my 2 cents.

[@rebekahpowers7075]

Thankyou

[@kerrianiello7615]

I've applied the rules but they don't work, I cant work out why.

[@minor-co]

If you'd like to contact me here, I can try and help: paulminors.com/contact/

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[@minor-co]

Thanks for sharing!

[@kayleenhalin6708]

if i forgot to do my home work will i get a notiv from asana?