⌃ Academy Open Course Congratulations, you passed! Complete the course by moving to the next lesson. Your score: 53 of 60 Correct (88%) Elapsed time: 1 hour, 11 minutes 60 of 60 questions answered Hide Answers Question 1: Correct answer Jennifer is the head of operations at a global consulting firm that uses Asana for resource planning. She is currently scoping a project involving consultants from different regions around the world. She wants to add a custom field named "Consultant Tier" to her project tasks to help track the tier of services available to the consultant. This field is not going to be useful in her other projects or anywhere else across the organization. What feature should Jennifer use in this situation? She should use a local custom field She should multi-home the “Consultant Tier” custom field She should use her organization’s field library She should use a custom section Feedback: That’s correct! The “Consultant Tier” field is only relevant to Jennifer's specific project, so a local custom field is most appropriate. Question 2: Correct answer You’re a project manager at a global media agency. One of your main responsibilities is to use Asana to oversee and monitor the status of several ongoing company-wide initiatives that involve multiple teams and projects. Which Asana feature would be most helpful in fulfilling this task? Projects Portfolios Goals Tasks Feedback: That’s correct! The portfolio feature allows you to monitor, coordinate, and manage all your initiatives in one place, which is crucial when dealing with multiple ongoing projects across various teams. Question 3: Correct answer Which of the following is the most common order of steps for an Asana training plan? Introduction video, basics training, advanced training, custom workflow training Basics training, introduction video, advanced training, custom workflow training Custom workflow training, introduction video, basics training, advanced training Introduction video, custom workflow training, basics training, advanced training Feedback: That’s correct! A commonly followed series of steps for a training plan is: a kickoff video, basics training, an advanced training, and a custom workflow training. Question 4: Correct answer Which of the following are repeatable processes you run regularly when working in Asana? Tasks Automations Workflows Forms Feedback: That’s correct! Workflows are the repeatable processes you run regularly. It’s helpful to start with a single, clearly defined process or project so that people get the hang of working together in Asana. Then you can expand your use of Asana from there. Question 5: Correct answer Which of the following is an example of using satisfaction as a metric of success for your workflow deployment? Evaluating individual performance Collecting feedback and sharing wins Demonstrating tangible impact Tracking Asana activity Feedback: That’s correct! Collecting feedback and sharing wins is an example of using satisfaction as a metric of success. Question 6: Correct answer Which of the following are essential steps to follow when socializing a workflow? Select three answers. Enable your team Design your communication plan Send out an email with details about the workflow Pilot and gather feedback Feedback: That’s correct! There are three steps to follow when socializing a workflow: pilot and gather feedback, design your communication plan, and enable your team. Question 7: Correct answer The ________ is the hub for administrative capabilities in Asana. Admin View Admin Console Admin Database Admin Dashboard Feedback: That’s correct! The Admin Console is the hub for administrative capabilities in Asana. You can use it to track Asana activity. You can also use it to find insights on log-in frequency, how Asana is being used, and more. Question 8: Correct answer Roger is the owner of an ongoing process workflow for his team. He is reviewing his process map for opportunities to add automations. What are cues on his process map that would indicate automation? Select two answers. End points Problems, where steps in the workflow are confusing Handoffs, where work passes from one person to another Decision points Feedback: That’s correct! Roger should look for decision points and handoffs in the workflow. Question 9: Correct answer You're a team lead for an IT management software company. You notice that the task "Test New Security Feature" is taking longer than expected to complete. Considering the function of Asana’s people and object hierarchies, what would be the best course of action to ensure the project stays on track? Select two answers. Break the task into subtasks, then reassess its complexity and dependencies with your team Convert the task into a project, breaking it into smaller components Delete the task and move on to the next task Assign additional team members to the task without considering the team members' specific roles and expertise Feedback: That’s correct! Considering the Asana object hierarchy, the best actions to take are to convert the task into a project—breaking it out into smaller components—or break the task into subtasks. Question 10: Correct answer When planning a workflow, which discovery questions are most useful? “What level of expertise does each team member have in using project management tools?” ”What dependencies exist between tasks and how will they affect the sequence of operations?” “How many projects has each team member completed in the last year?” “When is the team's most productive time of day and how can this be leveraged to enhance workflow efficiency?” Feedback: That’s correct! Understanding dependencies is a crucial aspect of planning workflows as they directly influence the scheduling and sequencing of tasks. While the other options may offer valuable insights into the team or project, they do not address the structure or creation of a workflow. Question 11: Incorrect answer Larry is the head of the IT department at his organization. He just built a new form in Asana to capture all the information he needs for: new requests, tracking progress on deliverables, standardizing work, and more accurate reporting. With this new process, how should Larry make sure his colleagues know how to use it? Select three answers. Immediately start using the form with colleagues Send out a message with an explanation of why this new process is needed and what it’s going to improve, as well as the form link and an explanation of how to use the form Deprecate the old process and let the team know when the new process will start Remind his colleagues about the new process and explain why it’s important when requests come in from the old process Feedback: Socializing a process requires transparency, communication, timelines, and facilitated support to make sure that members of the organization are able to successfully adopt and integrate the changes. Question 12: Incorrect answer What is the correct structure of the Asana object hierarchy from the highest level to the lowest level? Portfolios, projects, goals, tasks, subtasks Goals, portfolios, projects, tasks, subtasks Projects, tasks, goals, subtasks, portfolios Tasks, subtasks, portfolios, goals, projects Feedback: The Asana object hierarchy comprises building blocks of work, organizes them, and shows how they are connected to individuals or teams in an organization. Question 13: Correct answer Michalla's organization uses a variety of tools including email, messenger tools, and video conferencing. The organization's leadership decides to implement Asana into their day-to-day operations. How does Asana fit into the organization’s communication tech stack? Asana is a code repository, preventing version confusion and enabling teams to easily track code changes. Asana functions as a work coordination tool, eliminating many internal communications previously happening in email and messenger tools. Asana’s role is to provide video conferencing capabilities, enabling team members to hold face-to-face meetings remotely. Asana serves as a dedicated email platform, allowing team members to send and receive emails more effectively. Feedback: That’s correct! Asana can be used to connect different communication services together so they can all be accessed in the same place. Question 14: Correct answer What are the three requirements for creating a rule in Asana? Input…, execution…, delivery… Premise…, activation…, response… Setup…, activation…, payoff… "When…”, “Check if…”, “Do this…" Feedback: That’s correct! “When…” represents a trigger, “Check if…” represents a condition, and “Do this…” represents an action. Question 15: Correct answer You're a project manager at a healthcare company trying to organize an app development project. You want to organize the project into the following stages: 'Planning', 'Development', 'Testing', and 'Launch'. What is the best way to accomplish this? Use sections to categorize the stages of your project, and add the relevant tasks to each section Use sections to organize all project tasks based on their difficulty level. Ignore sections as they complicate the project view. Use sections to assign tasks to different team members, making sure each person has a dedicated section. Feedback: That’s correct! Using sections to categorize the stages of your project and adding relevant tasks to them will provide a visual structure for advancing from one stage of the project to the next and help to organize the tasks related to each stage. Question 16: Correct answer Avon needs to streamline work intake requests at his company by using Asana Forms. He wants to set up branching so that when a team member selects "Web development" as their project type, additional questions are prompted about the website specifics they require (such as layout, color scheme, and functionality). What is an appropriate use of branching for this situation in Asana Forms? Avon organizes the form to prompt relevant and personalized web development related questions when a team member selects "Web development" as their project type. Avon sets up the form so that all team members see all questions regardless of the type of project they are requesting. Avon doesn't use branching and creates separate forms for each type of project. Avon removes the option to select a project type to simplify the form and avoid additional questions. Feedback: That’s correct! In this scenario, Avon wants to use branching to streamline work intake requests. So when a team member selects "Web development" as their project type, branching enables additional queries specific to web development projects. Question 17: Correct answer What is the purpose of workload in Asana? To provide managers a tool to schedule meetings with team members To provide a visual snapshot of a team’s capacity To provide feedback on individual performance To provide a method for automating task assignments Feedback: That’s correct! The purpose of workload in Asana is to provide a visual snapshot of a team’s capacity. Workload will show you a count of tasks assigned to each teammate on the projects within the portfolio. Question 18: Correct answer When should you use a portfolio rather than a project in Asana? A portfolio is used to track a single task or activity, while a project is used to manage multiple tasks or activities across teams. A portfolio is used to mark completed tasks, while a project is used to manage long-term goals and strategies. A portfolio is used to organize daily tasks, while a project is used to keep track of meeting notes and agenda items. A portfolio is used to monitor a collection of related initiatives that are captured by projects or other portfolios, while a project is used to track individual tasks and measure the progress of a single initiative. Feedback: That’s correct! A portfolio is used to monitor a collection of projects, while a project is dedicated to individual initiatives and helps to manage and track tasks. Question 19: Correct answer Olivia wants to outline effective communication guidelines within Asana for her team. Which of the following best practices correctly advises when to assign a task or add a collaborator? Avoid adding collaborators on tasks to minimize the amount of information each team member has to process and manage daily. Assign a task to team members any time you have any kind of idea related to a project, regardless of their role in that project. Assign a task only when there's a clear action for someone to take, and add a collaborator to a task if they need to keep track of its progress. Add every team member as a collaborator on every task, to ensure maximum transparency and involvement. Feedback: That’s correct! Assigning tasks in Asana should be done when someone needs to take a clear action. This provides clarity about who is responsible for what. Adding a collaborator to a task is important if someone needs to be informed about task progress, even if they are not the assignee. This ensures those who need to know about the task's progress can follow it. Question 20: Correct answer After deploying a new workflow, which methods would you use to analyze its effectiveness? Select two answers. Build a dashboard to track key performance indicators (KPIs) Wait to analyze for six months Gather qualitative feedback from a pilot group Request data science support Feedback: That's correct! After deploying a new workflow, it is best to analyze effectiveness from qualitative feedback from a pilot and a dashboard of KPIs. Question 21: Correct answer When developing a project for a mobile app launch, you want to track additional information for each task, such as 'Priority Level', 'Task Status', and 'Cost'. How can you best achieve this? Use the comment section of each task to denote 'Priority Level', 'Task Status', and 'Cost' Create 'Priority Level', 'Task Status', and 'Cost' as custom fields within your project Create 'Priority Level', 'Task Status', and 'Cost' as sections within your project Add 'Priority Level', 'Task Status', and 'Cost' as tasks on your project list Feedback: That's correct! Custom fields allow you to personalize Asana to match your projects' unique needs and track various task attributes. Question 22: Correct answer Anthony wants to add a field for client acquisition cost to his Asana dashboard, and he wants to be able to reuse the field across multiple portfolios. What is the best option for Anthony to achieve this goal? Using a local custom field Using a custom field template Using his organization’s field library Using a number field Feedback: That’s correct! Custom fields can be added to your organization's field library, meaning they can be reused across your organization. Question 23: Incorrect answer Marshall works on a task and sends it to his manager for review. His manager reviews the task, and marks it as “Changes requested” and a yellow square icon appears next to the task in Marshall’s Asana inbox. What is this an example of? A rejection An approval A rule A milestone Feedback: Approvals are a type of task in Asana that helps users quickly hear back about their request or asset that needs approval. Approvers can easily see what’s needed of them and have an action to take. Requesters get clear feedback on what has or has not been approved. Question 24: Correct answer Jay is the head of operations at Quantum Synth Solutions. He’s supervising several projects in one portfolio in Asana. His goal is to use a custom field to monitor the budget of each project. He also wants to see a summarized view of the overall budget used across all projects in the portfolio. What will allow Jay to accomplish both goals? Jay creates a custom field named "Budget" and adds it to each project in the portfolio. He also sets up a roll-up at the portfolio level. Jay creates a custom field titled "Budget" and adds it to one project in the portfolio. He doesn't use a roll-up at the portfolio level. Jay manually tracks the budget of every project in different spreadsheets and adds a roll-up at the portfolio level. Jay assigns custom fields to the individual team associates involved in the projects, tracking them for budget-related reports. Feedback: That’s correct! Custom fields in Asana allow users to track specific elements across tasks and projects. In this case, Jay creates a custom field named "Budget" to monitor the budget of each individual project. Additionally, using a roll-up at the portfolio level allows him to see the cumulative budget of all projects in the portfolio. This provides an effective way for him to manage and view budget-related information. Question 25: Correct answer Which of the following is a key discovery question you should ask when building a workflow? How do we schedule PTO? Do we need to go back and revise the workflow? How do we market this initiative? How does work usually begin? Feedback: That’s correct! Workflow design discovery questions guide decisions on how to structure a workflow. “How does work usually begin?” is an effective key discovery question because it helps you understand how work gets kicked off and if you will need a form to do so. Question 26: Correct answer Samuel, a director of marketing operations at a global retailer, is in the process of implementing a new workflow within his team. To ensure effective implementation and adoption, which of the following conventions should Samuel consider? Set up clear guidelines on how tasks should be named, organized, and classified, to ensure consistency across all projects. Encourage team members to only use Asana for tracking their individual tasks, while continuing to use other tools for group tasks. Require team members to document all communication in Asana to take full advantage of its task-tracking functionality, but continue using emails for major project updates. Randomly assign tasks to team members in Asana without a clear plan, to ensure everyone has an equal share of work. Feedback: That’s correct! In order to effectively implement and use Asana, conventions should be established regarding how tasks are named, organized, and classified. This helps everyone to understand and follow the same system, ensuring consistency and clear communication across all projects. Question 27: Correct answer _______ is the process of adding follow-up questions associated with particular responses to single-select or multi-select questions on a form. Branching Previewing Duplicating Custom field mapping Feedback: That’s correct! Branching is the process of adding follow-up questions associated with particular responses to single-select or multi-select questions on a form. You can have up to five levels of branches within branches. Question 28: Correct answer A team manager is designing an Asana implementation process. As a next step, they review their team’s tech stack. The manager learns that the team currently uses Google Drive to manage files and Slack for internal messaging. What role can Asana play in this team’s tech stack? It can send communications to external vendors and partners. It can serve as a design suite for proposals and presentations. It can serve as the work coordination and integration hub for the team’s tools. It can replace the team’s tools with Asana-specific apps. Feedback: That’s correct! Asana can serve as the work coordination and integration hub for the tools the team is already using, such as Google Docs and Slack. Question 29: Correct answer Which of the following scenarios would be the best use case for a task template in Asana? An event planning committee tracks one-off tasks. The tasks include deciding the event's theme, confirming the guest list, and booking the event location. A content creation team publishes a series of daily social media posts. Each post must be drafted, reviewed, approved, and scheduled. A user adds personal reminders to keep track of events like birthdays and anniversaries. A marketing team runs a one-time brainstorming session to come up with a campaign idea. Feedback: That’s correct! The content creation team has a recurring process with a series of standard subtasks (drafting, reviewing, approving, and scheduling posts). In cases like this, task templates guarantee consistency, simplify the process, and save time. Question 30: Correct answer A _______ is a team of people who represent your users' perspectives, can raise awareness about Asana, and help drive adoption. Brand Ambassadorship Change Network Adoption Partnership Transition Council Feedback: That’s correct! A Change Network is a team of people who represent your users' perspectives, can raise awareness about Asana, and help drive adoption. Question 31: Correct answer What action should you take in the “Plan” phase of workflow development? Create your workflow in Asana Clarify key information about your workflow Analyze your work and workflow Socialize your new workflow with your team Feedback: That’s correct! Before you start building a new workflow, it's important to clarify what type of workflow you're building. In the “Plan” phase, you should clarify key information about your workflow. Question 32: Correct answer Elena wants to use the workload feature in Asana to set capacity limits for each team member. What default values can she assign for team members? Select three answers. Hours Percent allocation Task count Performance Feedback: That’s correct! The default values Asana users can input when setting capacity limits are: hours, percent allocation, and task count. Users can also input custom values, such as points, if they wish. Question 33: Incorrect answer You're leading a global marketing campaign and you need to use Asana to ensure the right people are notified about new tasks, updates, and discussions related to the project. What are effective ways to assign or alert individuals to information and updates in the project? Select three answers. Comment on a task within the project and "@ mention" a team member Assign a task within the project directly to a team member Add team members as project members using the "+ Add Members" button in the project's header Add tasks to a project with the expectation that team members will check the project regularly for new tasks Feedback: You can add team members as project members, "@ mention" team members, and assign tasks within the project directly to team members. Question 34: Correct answer Olga is managing a project that has several team members. She wants to identify which team members have the most demanding workloads so she can shift some assignments to different team members and move the project forward. Which chart type would best help Olga achieve this goal? Custom fields Lollipop chart Burnup chart Donut chart Feedback: That’s correct! Lollipop charts can help users understand how work is distributed across their team. They can use them to gauge who is performing and who might be overloaded. Question 35: Correct answer The process of socializing a new workflow in an organization involves certain best practices to ensure a smooth transition and widespread acceptance. What are these best practices? Identifying the individuals interacting with the workflow, explaining why the process is changing, providing a timeline for old process removal, and determining training schedules Identifying the individuals interacting with the workflow, not providing reasoning for changes, replacing the old process without a timeline, and rolling out the new workflow without any training Informing only the individuals interacting with the workflow and immediately implementing the new process Informing the management about the new workflow, explaining why company profits will increase, implementing the new process immediately, and mandating hourly training sessions Feedback: That’s correct! Socializing a workflow is about facilitating change in an organization, which requires careful planning, clear communication, and methods for helping everyone adapt to the new way of doing things. Identifying the individuals interacting with the workflow ensures that you're including all relevant parties in the changes and that everyone is aware of their roles. Explaining why the process is changing helps people understand the need for this shift. Question 36: Correct answer Sarah uses Asana to manage a portfolio where each project represents a different client. She has milestones in each project to signify key advances in each client's journey, with project owners providing weekly status updates. However, Sarah needs a more detailed context when viewing her portfolio. The basic status of a project, such as whether it's "on track" or "off track", doesn't provide enough information. She wants to understand the geographical region associated with each project and each client's industry, at a glance. Additionally, she wants an immediate view of which crucial success points have been met or missed. What should her approach be? Create sections in each individual project that lists the clients’ location and industry. Request each project owner to detail key elements such as region and missed milestones in a text field in the portfolio. Click into each project on a regular basis to read through the details provided in status updates. Leverage the portfolio's custom fields feature, adding fields for "Region" and "Industry", then track progress by monitoring milestone completion in each project. Feedback: That’s correct! Sarah can leverage the portfolio’s custom fields to identify the information she wants to see. Milestone completion is also a best practice to measure progress on projects. Question 37: Correct answer Bridgette has been overseeing her team’s transition to Asana over several months. She wants to assess how the transition is going, so she sends out a survey to her team asking them what is and is not working with their workflows. Which success metric is this an example of? Engagement Adoption Satisfaction Activity Feedback: That’s correct! The satisfaction success metric collects feedback by surveying users on what is and is not working with their workflows. Activity and impact are also common success metrics. Question 38: Correct answer What are three common reasons why digital change efforts fail? Select three answers. Failure to get buy-in from the end users or teams The tool connects with other applications and integrations Pre-existing tools are easier to keep rather than switching to the new tool There is no clear explanation or reason why the new tool is to be used Feedback: That’s correct! Three common reasons digital change efforts fail are: a failure to get buy-in from the end users or teams, pre-existing tools are still allowed and it’s easier to keep using them, and there’s no clear explanation or reason why the new tool is to be used. Additional reasons digital change efforts fail include a lack of urgency behind adding the new tool into processes and when the tool doesn't connect with other important applications or integrations. Question 39: Correct answer Shea, a brand director, is reviewing their creative request workflow. They are looking for opportunities to optimize this ongoing process. What should Shea identify when reviewing their workflow? Select three answers. Work intake or submissions Repetitive steps in the process Review and approval cycles End point Feedback: That's correct! Shea should identify review and approval cycles, requests or submissions, or repetitive work. Question 40: Correct answer What can the workload feature help project managers with? Select three answers. Planning ahead Rebalancing work Generating charts Managing capacity Feedback: That’s correct! Workload helps users manage team capacity, rebalance work as needed, and visualize the team’s workload so they can plan ahead. Question 41: Correct answer Rosa is a director of operations who uses Asana for her team's work. She wants to automate the process of moving tasks to the "In progress" section every time she assigns a task to a team member. She also wants to make sure that tasks in the "Backlog" section do not move when they are assigned. What is the correct order of steps that Rosa should follow to create this rule in Asana? First, establish the "When" as the moment when a task is assigned. Then, set up the "Do this" as moving tasks to the "In progress" section. Lastly, "Check if" the task is not in the "Backlog" section. First, establish the "When" as the moment when a task is assigned. Then, "Check if" the task is not in the "Backlog" section. Finally, set up the "Do this" as moving tasks to the "In progress" section. First, set up the "Do this" as moving tasks to the "In progress" section. Then, "Check if " the task is not in the "Backlog" section. Finally, establish the "When" as the moment when a task is assigned. First, "Check if" the task is not in the "Backlog" section. Then, establish the "When" as the moment when a task is assigned. Lastly, set up the "Do this" as moving tasks to the "In progress" section. Feedback: That’s correct! In the scenario, the correct configuration for this rule would be: "When a task is assigned, if it is not in the 'Backlog' section, then move it to the 'In progress' section." This allows for the automation in Asana. Question 42: Correct answer Kathy and her team recently transitioned to using Asana. However, they still want to use Teams, Google Sheets, and Google Docs in their dayto-day operations. Kathy wants to clearly identify what each tool will be used for and how they can be integrated. What can Kathy use to easily visualize this? A “why Asana” statement A workflow builder A resource hierarchy A tool stack matrix Feedback: That’s correct! A tool stack matrix is a chart that outlines the purpose of each tool an organization or team is using. Question 43: Correct answer Heather runs an event planning business. Which scenario best exemplifies a deadline-bound workflow in her operations? Heather occasionally meets clients to discuss business. These meetings are generally booked one week in advance. Heather orders supplies on the first day of the month. However, the supplies are used at different rates, so the timing for reordering each item varies throughout the month. Heather is planning a corporate customer meetup that is scheduled to happen on December 15th. All arrangements, logistics, decor, and vendor coordination must be completed a day in advance. Heather engages in weekly brainstorming sessions with her team. These sessions happen regularly every Friday afternoon, but the actual duration of each session varies based on the discussion. Feedback: That’s correct! The corporate customer meetup demonstrates a clear deadline-bound workflow, with a specific start and end point. The other options lack a definite end deadline, making them less representative of a deadline-bound workflow. Question 44: Incorrect answer John is a product manager at a tech company. His cross-functional team is working on several features for an upcoming product release. The creation of each feature is represented as a task in Asana with an assignee. John wants to visualize the number of features that have been completed in a single view in order to better understand completion status. Which type of chart available in Asana should John use? Burnup chart Pie chart Line chart Column chart Feedback: A column chart is a chart with vertical bars, which would allow John to efficiently compare the number of completed tasks for each feature. Question 45: Correct answer Which of the following are common conventions that help teams know what is expected of them and how they should work together? Select three answers. Assigning work Organizational leadership Naming conventions When to create what Feedback: That’s correct! Conventions around when to create what, how work is assigned, and how to name things all help team members understand expectations and how they should work together. Question 46: Incorrect answer Ashley works in the IT department for her organization. She sets up a project that uses a form to intake all new IT requests. Once a new request comes in, Ashley and her team review the request and decide whether to kick off a new project to address the request. What is this an example of? Ongoing process Time-bound workflow Cyclical process Deadline-bound workflow Feedback: An ongoing process is a workflow with repeatable steps, where work continuously moves through a series of consistent stages. Question 47: Correct answer Alex is responsible for organizing a large annual conference. His tasks include securing guest speakers, booking the venue, arranging transportation for guests, and coordinating with caterers. The tasks have specific deadlines scattered through a period of several months. Alex needs a way to visually arrange his tasks, broken down by when the task needs to be completed. Which view would best meet Alex's needs? Files View Mind Map View Board View Calendar View Feedback: That’s correct! The Calendar View organizes tasks on a calendar, presenting a visual arrangement of when tasks need to be completed and how work is distributed over time. Question 48: Correct answer Kevin recently finished onboarding a new hire at his company. He created a custom project to facilitate the onboarding process. There is another group of new hires that Kevin will need to onboard soon. What can he do to make onboarding the next group of new hires easier? Create a project template using the existing onboarding project Create a new custom project template from scratch Create a portfolio template Create a task template Feedback: That’s correct! If users have a workflow that they want to replicate for other projects, they can save an existing project as a template. Question 49: Correct answer Mel is using Asana to coordinate the launch of a new app. There are dozens of assignments that need to be accomplished by multiple team members to launch the app successfully. What Asana feature would help Mel organize the app launch process? Project Subtask Task Portfolio Feedback: That’s correct! Projects organize and manage work related to a specific initiative, like the launch of Mel’s app. Projects house tasks and subtasks, dividing work into manageable units and facilitating collaboration. Question 50: Correct answer Emily, a manager at a financial services company, is overseeing several projects and teams. She needs to decide between creating a new team and a portfolio to manage her responsibilities. In which situation would it be more appropriate for Emily to establish a portfolio rather than a team? Emily is handling a small project with a handful of team members and they require only a fundamental task management system. Emily wishes to establish a group of individuals who will be working together consistently on a specified set of projects and tasks. Emily creates a collaborative space where all team members can share documents, receive updates, and work together on a single project. Emily is juggling multiple related projects and needs a high-level view to track the progress across all of them. Feedback: That’s correct! In Asana, portfolios are designed to provide a high-level overview of multiple projects at once, making it possible to track the progress across them all. This would be ideal for Emily, who handles multiple projects and needs to monitor their progress altogether. Question 51: Correct answer You’re a project manager at a healthcare company. You use Asana to create a new list view project for the development of a mobile app. The project includes several action items that need to be broken down into smaller, more manageable chunks. What should you do in this situation? Add tasks using the "+ Add Task" button in your project, but avoid creating subtasks to keep the project less complicated. Add tasks using the "+ Add Task" button in your project. For each of these tasks, add subtasks by clicking the "Subtasks" button in the task details panel. Have each team member add their own tasks and subtasks according to their understanding of the project. Create a new project for each assignment. Feedback: That’s correct! Breaking tasks that have multiple components into clearly-defined subtasks is an Asana best practice because it maintains a clear hierarchy of tasks and subtasks, assigns responsibility, and sets clear deadlines. Question 52: Correct answer You can use Asana to _________ external tools and apps. rate integrate delete ignore Feedback: That’s correct! Asana is a useful way to connect many different apps, tools, and services together in one place. Question 53: Correct answer Which of the following are examples of workflows? Select three answers. Work intake Creative requests New hire onboarding Brand guidelines Feedback: That’s correct! Workflows are the repeatable processes you run regularly. Creative requests, work intake, and new hire onboarding are all examples of workflows. Question 54: Correct answer How can you create a rule using Asana AI? Use the automation builder and select triggers and actions Generate rules based on task custom fields Apply a pre-made rule from the Asana rule library Explain what you want to automate in natural language Feedback: That's correct! Asana AI allows you to create rules by simply explaining what you want to happen in natural language. The AI will then build the rule for you based on your description. Question 55: Correct answer How is the term “workflow” best described in the context of Asana? A workflow in Asana signifies the term for all ongoing and planned projects within a team's workspace. A workflow in Asana is a sequence of tasks or steps. It’s the path that describes how something goes from being undone to done. A workflow in Asana represents the communication threads attached to a task or project. A workflow in Asana is a single task or activity assigned to an individual, including subtasks, comments, attachments, and other details. Feedback: That’s correct! A workflow is a sequence of tasks or steps. It’s the path that describes how something goes from being undone to done. Not everything you do is a workflow. You might have a list of vendors you like to work with. If it’s not actionable, it’s not a workflow. In Asana, we call these “reference” projects. Question 56: Incorrect answer When building a workflow in Asana, it's important to gather information and clarify various aspects of the workflow to ensure a smooth and effective process. Which of the following questions would be useful to ask when planning a workflow? Select three answers. “What are the steps in the process, and who needs to be involved at each step?” “What is the main goal or objective of this workflow?” “What do you need to be able to report on?” "What’s the output of the workflow?" Feedback: Asking key discovery questions is crucial for constructing effective workflows in Asana. These questions lay the foundation for grasping the distinctive requirements and intricacies of a workflow. Moreover, they guide decisions on how to structure the workflow in Asana and what features or functionalities to implement, such as custom fields, rules, forms, and more. Question 57: Correct answer Mel and her team are making progress on the development of their app. Mel identifies that the team needs to do the following: Create a settings page for the app. Then, add a personal information section, financial information section, privacy settings section, and an FAQ section to the settings page. What Asana features could help Mel assign this work? Select two answers. Subtasks Goals Tasks Portfolios Feedback: That’s correct! Tasks represent the individual action items within a project, while subtasks are smaller units of work within a task. Subtasks are often used for breaking down more complex tasks into manageable steps. In this case, the creation of the settings page would be classified as a task, but developing the sections of the settings page would be better represented as subtasks. Question 58: Correct answer Which project structure in Asana would be most efficient for organizing tasks and maximizing team collaboration? A linear structure where tasks are listed sequentially without clear categorization, making it easy for team members to follow a step-bystep process A hierarchical structure with sections for each phase, with tasks listed under each phase, and subtasks under each task A flat structure where tasks are listed chronologically under each phase, with specific tasks assigned to team members A random structure with tasks scattered across the board, allowing team members to pick and choose tasks as they see fit Feedback: That’s correct! A hierarchical structure clearly and logically defines the structure of the project and makes it easy to identify how all of the elements fit together. Question 59: Correct answer A _________ is a visual diagram that shows the steps and stages of a particular process, helping to understand how things are done and the relationship between steps. process map workflow form discovery question map Feedback: That’s correct! A process map is a visual diagram that shows the steps and stages of a particular process, helping to understand how things are done and the relationship between steps. Question 60: Correct answer Libby, a PMO leader in your organization, is communicating to your team about adopting Asana. She has formulated several statements to express the organization’s purpose in using Asana. Which is the most effective “why” statement? "Using Asana, our aim is to complete our projects on time and streamline our workflow." "We have decided to start using Asana to manage our tasks better, this will help us in staying organized and meeting project deadlines." "Our marketing team will be using Asana primarily to alleviate challenges like project miscommunication and deadline tracking. This way, we can ensure more efficient collaboration and deliver our campaigns punctually." "Asana is a great tool that will help us stay organized and complete our projects on time. Therefore, we'll start using it next week." Feedback: That’s correct! This statement correctly follows the formula: [Our team/org] will be using Asana to alleviate [these pain points] so that we can [accomplish these goals]. New to Asana? 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