How to manage time off requests, approvals, and calendar management in ASANA 🚀

Рет қаралды 3,197

Күн бұрын

In this video, you'll learn how to effectively manage time off requests, approvals, and calendar management in Asana. We'll cover the steps needed to smoothly manage employee leave requests, including setting up a time off policy, creating a leave request form, and configuring approval workflows. You'll also learn how to manage calendars effectively to easily track employee availability and avoid scheduling conflicts. We'll walk you through the process of setting up a time off calendar, assigning tasks, and tracking progress. Using Asana's time off management features, you can streamline your HR processes and ensure smooth and efficient team operations.
Need help with Asana?
☎️ Book a call with me: cirface.com/bo...
📧 Subscribe to our newsletter: cirface.com/ne...
🌐 Check out our website: cirface.com/
👥 Join SBA: bit.ly/43cgfPT
Don’t forget to subscribe!🔔
ABOUT OUR CHANNEL📜
This KZbin channel is created by me, Marquis Murray, and my goal is to help you gain clarity about the work within your organization by creating systems and processes. You'll learn how to create your own processes, as well as how to use my favorite tool for managing my life and business, Every day, I create systems to improve the businesses of my clients, automate workflows to make work easier, and align teams and organizations. Weekly doses of inspiration are delivered every Wednesday.
How to manage time off requests, approvals, and calendar management in Asana
Check out our channel here:
🔗 / @marquismurray
Don’t forget to subscribe!🔔
📌CHECK OUT OUR OTHER VIDEOS :
➡️If you love systems, then this might be how you think #shorts
🔗 • If you love systems, t...
➡️Create templated snippets using TextExpander - My number one productivity tool
🔗 • Create templated snipp...
➡️How to create and store standard operating procedures (SOP) in Asana
🔗 • How To Make Easy Stand...
➡️Asana Project Templates 2.0 - THIS CHANGES EVERYTHING!
🔗 • 🚀 ASANA Tutorial: Unle...
GET IN TOUCH 📧
marquis@cirface.com
FOLLOW US ON SOCIAL
LinkedIn :
🔗 / marquisamurray
Twitter :
🔗 / marquisamurray
Facebook :
🔗 / asanasolutions
Instagram :
🔗 / marquisamurray
List of The Gear I Use
1. Canon EOS M50 Mirrorless Camera Kit with 15-45mm lens (Black) amzn.to/3AtFrTS
2. Sigma 16mm F/1.4 DC DN Contemporary Lens for Canon EF-M
amzn.to/3e99TeI
3. Shure SM7B Vocal Dynamic Microphone
amzn.to/3Kvb9ol
4. Audient EVO 4 USB Audio Interface
amzn.to/3ACa6P8
5. Elgato Cam Link 4K
amzn.to/3pTok9e
6. LE RGB LED Flood Light, 15W Outdoor Color Changing Floodlight amzn.to/3wCH1lp
7. Glorich ACK-E12 Replacement AC Power Adapter Kit
amzn.to/3KvcETv
8. SanDisk 64GB Extreme PRO SDXC UHS-I Card
amzn.to/3Av7vpZ
9. Neewer 2-Pack 6600mAh Li-ion Replacement Battery with USB Charger amzn.to/3crptSa
10. Fujifilm X-T30 Mirrorless Digital Camera, Black (Body Only)
amzn.to/3e46wpl
11. Fujifilm 16405575 Fujinon Prime Lens XF23mm F1.4 R
amzn.to/3AUq1t8
12. Aputure AL-F7, Aputure H198
amzn.to/3e4ELwy
13. Neewer 3-Pack 2.4G LED Softbox
amzn.to/3CD2azs
14. Desview T2 8" Teleprompter with remote control
amzn.to/3PWtYlE
15. Comica BoomX-D2 2.4G Wireless Mic system
amzn.to/3TlOTRU
#Asana
#howtouseasana
#Asanademo
#Asanatutorial
#Asanapractice
#Asanaprojectmanagement
#Asanaguide
Related Searches :
Getting started with Asana
How to use Asana
How to Asana
Asanatogether
Asana
Asana basics
How to setup my Asana
How to setup Asana
asana tutorial for beginners
asana tutorial videos
asana tutorial youtube
asana project management tutorial

Пікірлер: 24

@DinahKraus 9 ай бұрын

Do you do leave balances in asana as well?

@MarquisMurray 9 ай бұрын

Asana wouldn’t be great for that. You could create a workaround, but it wouldn’t be the most effective way to track time off balances.

@JaimiRapisarda-n2f 7 ай бұрын

When I view it from my teams view (as a commenter and not editor) I don't see where they can submit a time off request form. Where would they click to submit the form?

@MarquisMurray 7 ай бұрын

Great question. You can add the link to the form in a certain trap project. We add it to our internal “break room” project in Asana and to our general Slack channel as a bookmark where everyone can access it.

@kellyowens4180 2 ай бұрын

Hi , can you please show the video on setting up pto time rules? You briefly showed it. Thank you

@MarquisMurray 2 ай бұрын

Sure, I’ll add this to my video ideas. Thanks for the suggestion!

@oceane1014 4 ай бұрын

Thank you, very helpful. Is there a way to add in the form a question around 'who is your proxy' and have the person being selected? While that column exist in the master board, I can't link it in the form. Any tips? Many thanks

@MarquisMurray 4 ай бұрын

Hey, I am glad you liked the video! So, even though there is no direct way to connect a question from a Form to a 'People' custom field (this type of fields allow you to add users), there is a workaround. You could create a Multi-Select question that lists the names. Then, create a rule to automatically assign the corresponding user when their name is selected in the Multi-Select dropdown. Hope this helps!

@oceane1014 4 ай бұрын

@@MarquisMurray Top! Thank you very much, it works well. Also with single select. ;)

@MarquisMurray 4 ай бұрын

@oceane1014 I’m glad!!

@LizaCapogrossoZoreda Жыл бұрын

Is there a way to assign an approval flow... what I mean is can an employee add their manager as an approver?

@MarquisMurray Жыл бұрын

Absolutely. As long as that approval task is assigned to their manager, they can be added to the workflow.

@SarahBradshaw-n4l Жыл бұрын

This is so helpful! How do you add time to everyone's workload for days such as labor day or independence day?

@MarquisMurray Жыл бұрын

Great question! We have an internal master calendar for special events, PTO, and holidays. Those dates are recurring tasks with pre-set estimated time. Hope that helps!

@SanneBoekhoff 7 ай бұрын

Hi Marquis, Thank you for this amazing video. That is really helpful. A few questions: - Different employees have different managers. Would it be possible to add a question to the form where people state who is their manager that needs to approve of the form, and then automatically have the approval task assigned to this person? - After approval of the request we would like an automated task to appear that goes to our HR desk for administration. How can we create such a workflow? - Lastly we would like to create an overview for employees of their time off balance. Do you have any recommendations how to do so? I read that you don't think ASANA is the best option for this. Can you recommend other options?

@MarquisMurray 5 ай бұрын

Hey, I am glad you liked this video! , To reply to your questions: - Different employees have different managers. Would it be possible to add a question to the form where people state who is their manager that needs to approve of the form, and then automatically have the approval task assigned to this person? Yes! You can create a rule triggered by a “Manager field”. Based on the manager, the approval task created gets assigned to a specific manager. - After approval of the request we would like an automated task to appear that goes to our HR desk for administration. How can we create such a workflow? This can be done with a rule based on the task’s approval and, as soon as this happens, the task gets multihomed to an HR project. - Lastly we would like to create an overview for employees of their time off balance. Do you have any recommendations how to do so? I read that you don't think ASANA is the best option for this. Can you recommend other options? My recommendation for this would vary depending on which other tools you are using, in order to consider some integrations. However, you can generate some dashboards in Asana based on an HR project for Time Off requests and then filter them per user. This will show you some basic reporting on the employees' time off. Thanks for watching!

@AR-ts3og 7 ай бұрын

Thank you or this! Right now I'm looking for a way to manage our disability, fmla, ADA, state leave and all tasks associated with them in Asana. Could you do a video that goes through that kind of time off process?

@MarquisMurray 6 ай бұрын

You're welcome! Thanks for watching and sharing your ideas. I'll add it to our video ideas list. Stay tuned