Pipedrive is the record of what we sell. Asana is the record of what we do. Whichever team you join, your tasks live here. For the OS Team and the Cashflow Team, it is where the whole working day lives.
Tasks and projects
Asana is ORIGIN's single source of truth for work: the one place where our work is written down. A task that exists only in a conversation, in your notebook or in your head cannot be planned, reviewed or handed to a colleague when you are away.
How projects are named
Each client engagement, our word for a piece of work with a client, has its own project, named in capital letters: the client, then the engagement. For example, CLIENT NAME - WEBSITE. A client with two engagements has two projects, because each may need a different team and different access.
What every task has
One owner. Exactly one person is accountable: they answer for it.
A due date. Never "to be decided".
One outcome, written starting with a verb: "Send the brand guidelines to the client".
A status the owner keeps up to date. The owner updates it, not the manager.
Links to its files.
You are adding a task for the brand guidelines. Which one is ready?
One owner, a due date, and an outcome that starts with a verb.
One owner, one date, one outcome.
Keeping it true
Habits that keep it true
When you need someone to act, mention them by name in the task. Without the mention they are not notified, and you have not asked.
If your manager asks you on a call to change a task, you make the change in Asana, not your manager.
A task is done when the work is shipped, meaning it has gone out, or the decision is communicated, not when you stopped working on it.
Recordings of OS Team and Cashflow Team meetings are linked on the task they belong to.
At the end of each day, look at your tasks for one minute. Anything you finished, close. Anything that slipped, give a new date and say why. That minute is what makes Asana trustworthy.
What never goes into Asana
Amounts stay out because suppliers can see some projects.
You need a colleague to review your draft. You write "Draft ready for review" as a comment on the task. Have you asked them?
Without the mention they are not notified.
If it is not in Asana, it does not exist. Nobody can plan it, review it or take it over.
Before you move on
Three questions before you move on. Type your answer, send it, then check it.
Your answers stay on this device.1When is a task done?
The answerWhen the work is shipped or the decision is communicated, not when you stopped working on it.
2How is a project named in Asana?
The answerIn capital letters: the client, then the engagement. For example, CLIENT NAME - WEBSITE.
3What never goes into Asana?
The answerPasswords or any login detail, the amount of an invoice or a payment, and attached files.
One owner, one date, one outcome.
That is owning the outcome. Next: files, folders and names.