Team Assign

Team Assign-74
Ideally your team moves away spreadsheet planning by directly planning in Asana, but if you work with other teams that use spreadsheets, you can import them as Asana projects with our CSV importer.

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From here, simply click on the “Assign Courses” button and choose the courses to assign to the Team (Please be aware that you may need to be assigned to the course yourself if you wish to assign to others).

Assigning a course to a whole team in this way is very efficient because any new users added to the team later will automatically be assigned the courses that are assigned to the team.

Navigate to your “Team” page, by selecting Teams from your administrator dashboard.

Select the Team you wish to assign to a course and select the “Courses” or "Learning Paths" option.

To start importing, click the project header dropdown, then Add Tasks via and select CSV.

From here, you will start mapping your spreadsheet columns into Asana with the help of our importer tool.In order to import a project from a spreadsheet with custom fields to match all your columns, you’ll need Asana Premium, but you can get started with a free trial.This is the fastest way to get your work into Asana.Going back and forth on basic request details or not starting with a clear project brief slows work down.Instead, create forms to capture the right details up front for any project brief or ad hoc requests.For example, if you set up a special case that assigns leads in the Midwest territory to your Midwest Sales Team, you’ll receive the option to check that round-robin assignment box.If you do check that, any lead in the Midwest territory will be round-robin assigned to that Midwest Sales Team.From here, simply click the red “Assign to Course” button and select the course to assign to the user.For a video tutorial of how to assign individuals on your Team to a course,watch this video.If they are not, they can select 'Auto assign' in the Lead assignment field when creating the Lead.Note: If you choose to import teams you can automatically assign them to divisions when you import.


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