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Project Tracking
The Project Tracking page is useful for tracking the tasks related to the business owner's Loyalty Promotion Website during the development stage as well as for support. Typically, clients must log in to the Asana dashboard, a third-party project management system. Instead of allowing the client to navigate to multiple websites, NextBee has provided this simple feature for viewing all Asana tickets within the Insights dashboard.
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Creating an Asana Account:
The first step is for the business owner to create an Asana account by going to https://app.asana.com. To create an account, NextBee will send an invitation to the client at the start of the relationship with the business owner. The client must open the email, click on the link provided, and fill out the form with basic registration information. That's it.
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Authenticate Asana through the NextBee Dashboard:
Initially, the Project Tracking page only had one button that said Authenticate with Asana. The business owner must click on the button to open an Asana sign-on window where he or she must enter the credentials created during Asana registration.
Once the credentials have been successfully entered, the page will take some time to retrieve all of the project details from Asana, including tasks, comments, and so on. Once completed, a beautiful Asana dashboard is displayed within the NextBee Insights dashboard.
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Asana Dashboard
The Asana Dashboard List View, which includes the columns Name, Assignee, Due Date, Subtask Count, and Action with Expansion Icon, provides a comprehensive view of all tasks within a project or workspace. The columns in this view provide critical information about each task, allowing business owners and team members to quickly understand what needs to be done, who is in charge of each task, and when each task is due.
Name: The name or title of each task in the project is displayed in this column. The name should be descriptive and provide enough context for the task to be understood.
Assignee: The person or people assigned to complete each task are listed in this column. This information assists in determining who is in charge of each task and ensures that everyone is aware of their responsibilities.
Due Date: This column displays the deadline for completing each task. This information aids in task prioritization and meeting deadlines.
Subtask Count: The number of subtasks associated with each task is displayed in this column. Subtasks are smaller tasks associated with a larger task that help to break down complex tasks into smaller, more manageable chunks.
Expansion Icon Action: This column contains an expansion icon that, when clicked, opens the Task Detail View for each task. The Task Detail View displays a detailed view of the task, including task details, comments, and updates.
The columns in this view provide critical information about each task, allowing business owners and team members to easily understand what needs to be done, who is responsible, and when each task is due. The Task Detail View displays a more detailed view of each task and allows you to add comments, attachments, and other features.
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Task Details
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Task Detail View in Asana may also display the following information:
Assignee: This field displays the person who has been assigned to complete the task. In Asana, tasks can be assigned to one person or multiple people, depending on the project requirements.
Created Date: This field displays the date the task was created in Asana. It helps to keep track of the timeline of a task and when it was added to the project.
Due Date: This field displays the date by which the task should be completed. This is a crucial field for project management as it helps to prioritize tasks and ensure that deadlines are met.
Description: This field provides a detailed explanation of the task and what needs to be done to complete it. It can include any relevant information, such as instructions, details about the task's purpose, or additional context.
Comments: This field displays a list of comments that have been added to the task. Business owners, team members, or collaborators can add comments to provide updates, ask questions, or provide feedback about the task. The comments are displayed in chronological order and can be edited or deleted by the person who added them.
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Task Action Buttons
The Task Details View in Asana contains three buttons that allow business owners and team members to interact with tasks: Task Completion, Task Editing, and Task Deleting.
Task Completion: This button allows business owners and team members to mark a task as complete. When a task is marked as complete, it is moved from the "To-Do" list to the "Completed" list, making it easier to track progress and see what has been accomplished.
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Task Editing
This button allows business owners and team members to make changes to the task details, such as the due date, description, or assignee. It is also possible to add comments, attachments, custom fields, and tags from the Task Detail View.
Task Deleting: This button allows business owners and team members to delete a task. This option is only available to those with permission to delete tasks in Asana. When a task is deleted, it is permanently removed from the project and cannot be recovered.
These three buttons provide an easy way for business owners and team members to interact with tasks in Asana, allowing them to manage their projects effectively and efficiently.
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Task Edit Window
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The Task Edit Window in Asana is a feature that allows business owners and team members to make changes to a task's details. It is accessed by clicking the Edit Task button in the Task Details View.
Title: This field allows the business owner or team member to change the name or title of the task. The title should be descriptive and provide enough context to understand what the task entails.
Start Date: This field allows the business owner or team member to change the start date of the task. The start date is the date when work on the task should begin. This field is useful for managing projects and ensuring that tasks are completed on time.
Assignee: This field allows the business owner or team member to change the person or people who are assigned to complete the task. This information helps to understand who is responsible for the task and ensures that everyone is aware of their responsibilities.
Rich Text Editor for Comment Editing: This feature allows business owners and team members to add or edit comments associated with the task. The Rich Text Editor provides a convenient way to format text and add images, videos, or other attachments to the task.
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Create Task Window
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The Task Form in Asana is used to create new tasks. This form can be accessed by clicking the "Add New" button in the Task List View.
Title: This field allows the business owner or team member to enter the name or title of the new task. The title should be descriptive and provide enough context to understand what the task entails.
Start Date: This field allows the business owner or team member to specify the start date of the new task. The start date is the date when work on the task should begin. This field is useful for managing projects and ensuring that tasks are completed on time.
Assignee: This field allows the business owner or team member to specify the person or people who will be responsible for completing the task. This information helps to understand who is responsible for the task and ensures that everyone is aware of their responsibilities.
Rich Text Editor for Adding Comments: This feature allows business owners and team members to add comments to the new task. The Rich Text Editor provides a convenient way to format text and add images, videos, or other attachments to the task.
The Task Form in Asana is an important tool for creating new tasks and ensuring that they are managed effectively. Business owners and team members can easily specify the details of a task, such as the title, start date, and assignee, as well as add comments to provide further context and information.