🔥 SOP Organization with ASANA: Tools, Documentation, and Expert Tips

[@alcisneros6203]

You are probably the best youtube Asana 'trainer'. I enjoy and always understand and learn from your videos. Thank you.

[@MarquisMurray]

Thank you too!

[@mtaydem]

I appreciate that you walk through the steps with (quasi) real examples. It's one thing to know that tasks can be multi-homed or linked, and another to see how to put that into play in useful / impactful ways. As many others say, very helpful content, thanks!

[@MarquisMurray]

Glad it was helpful!

[@rrmessina]

Huge value Marquis, thank you for sharing that. Keep up the great work.

[@MarquisMurray]

Thank you for watching! I’m glad you found the video helpful!

[@BrianKotoka]

Massive AH HA moment watching your videos on Onboarding and SOP's. Thanks for providing value. We will def work together in the future!

[@MarquisMurray]

Happy to hear you found the video helpful!

[@salesunitapp]

This was super helpful, so much value in here. Thanks

[@RaquelAnise]

This was really helpful and I appreciate the breakdown/explanations. Definitely what I needed to help me decide of whether I wanted to use Asana, Notion or Clickup for documentation organization + PM.

[@MarquisMurray]

I’m so glad you found the video helpful! How do you use Asana day to day?

[@3idrian]

Thank you so much for sharing your knowledge, this is gold!

[@MarquisMurray]

My pleasure! Glad you found it helpful!

[@AquaTerra77]

This was excellent. Thank you!

[@MarquisMurray]

Glad you enjoyed it!

[@dr.andrewjimersonii8293]

Great Value

[@MarquisMurray]

Thank you!

[@OpsManagerLawFirmMentor]

This video was so helpful thank you

[@MarquisMurray]

You're so welcome!

[@jamesquid2108]

Solid video! Packed full of great, very actionable, simple to follow, step by step advice. Thanks for sharing

[@MarquisMurray]

Thank you for the kind words and I'm glad you liked it!

[@michaelrumende]

Hi Marquis! Love your work! I love your approach on making sure everything lives in ASANA. I'm keen to hear what your thoughts are about my approach. In order to manage permissions on who can edit SOP and view SOP, my SOP is recorded in google docs and slides formats and stored in department related shared drives within our organisation (all video SOPs also live here). The SOP index lives in ASANA so all team leaders can see this. Main reasons : (1) Ability to manage who can edit permissions (2) All documents own by us, rather than relying on ASANA's timing on releasing new features.

[@MarquisMurray]

I think that’s a great way to organize SOPs. As long as you’re linking to the relevant document, that’s all that matters. Where I’ve seen it get tough is maintaining your SOPs. It’s harder to keep tabs on which SOPs are up to date as well as the different categories they fall under. This was the biggest reason why I decided to have them in Asana. I wanted to be able to visualize the structure for more streamlined upkeep. Love your approach though. Just important to make sure someone is owning that process. Thanks for the comment!

[@tiffyneeterry]

Incredible video: Thank you for helping me organize our company.

[@tiffyneeterry]

Have you ever thought about using Tango to help with the step by step process?

[@MarquisMurray]

You’re so welcome! Glad you found it helpful. I’ve never heard of Tango but I’ll definitely check it out. Thank you for the suggestion. What’s your experience with Tango been like?

[@juvonlegare-rivers6003]

Can this be done in the free version of Asana? For example, I don't think the Board view is available in the free version.

[@MarquisMurray]

Hey, thanks for your comment! Some features are not included in the Asana free plan, such as task dependencies, progress view, custom templates, proofing, custom branding, user provisioning, timelines, cross-regional backups, milestones and data deletion. However, with the * free version* you can *view projects* in various styles, including calendar, list, and *board view* . You can also collaborate with a maximum of 15 members, create unlimited projects and tasks, access different types of project templates, integrate with over 100 apps, access unlimited storage space, with a 100MB size limit for each file, and more.

[@juvonlegare-rivers6003]

@@MarquisMurray Thanks for the info!

[@ChristaJohnson180]

Thank you! I am trying to bridge the gap between the Basics/Advanced video to SOP/Tech We Use/Stack/ETC. Is there a tutorial that I haven't found that helps with this transition?

[@MarquisMurray]

Hey! Thanks for the question. No, there isn’t a bridge video, but I could create one! Where exactly are you getting stuck? I’d be happy to fill in the gaps.

[@serenitysounds-meditationa5813]

Thank you for this! Do you suggest adding images to the description after each step? I want to make sure that everything is clear when our team is going through the SOP. Thanks for your videos!

[@MarquisMurray]

I’ve thought about that so many times since the new inline description editor but I don’t want to go through the trouble of updating all of my SOPs. It’s a great practice to get into when documenting SOPs so that the reviewer doesn’t have to move their attention away from the text. The images in-line will add context as well.

[@tfairmanxo]

Thanks for this video! How do you regulate who can edit each SOP? For example, what if a new hire is going through the SOP and accidently edits or deletes the description section?

[@MarquisMurray]

Any team members have comment only access to the SOP project. Since creating this video, we’ve also improved the process so that if anyone has an SOP to add to the project that they submit it through a form and then one of three team members formalizes it and adds it to the correct category.

[@BrianKotoka]

@@MarquisMurray Can you show us how this progress looks (with the forms)

[@monikajones1110]

Is your Learning Commons a portfolio or project?

[@MarquisMurray]

The Learning Commons is a team with different projects in it.

[@monikajones1110]

@@MarquisMurray thank you! I just love your channel. I founded and run @PESAlliance after my son had half his brain removed to stop refractory epilepsy. We are a small team and challenged by managing different projects and tasks. Your channel is a lifesaver!

[@grahamtaylor2282]

Why not use a media capable wiki or cms system for SOPs? Such as Confluence, Slab, Google Sites or other. We are an ASANA company for tasks and projects.

[@MarquisMurray]

Great question. You absolutely can do that but it’s been my experience that with so many tool options, it’s often easier to simplify your tool stack. You can also embed the relevant SOPs in your Asana Templates. I also like having them in Asana because it makes maintaining them straightforward. It does depend on your needs though. Sometimes another tool is better or makes more sense for your situation.

[@chrisstadler4418]

@@MarquisMurray Same here. Keeping the stack manageable.

[@benjaminatwood]

a comment

[@MarquisMurray]

😂😂😂 perfect. Thanks.

[@ramshadabdulraheem2813]

Here the problem is all that is created as Task & it will be pending in your Task pending

[@MarquisMurray]

Not sure what you mean. The SOP tasks are not assigned to anyone.