Asana Training

As a certified Asana partner, we put our years of experience delivering collaborative projects to work for your success.

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Become self-sufficient and efficient on Asana with our tailored training

By the end of the training, participants will be able to design, configure and manage business processes and projects in Asana, from the scale of a single team up to a full portfolio. Specifically:

Structure and secure the workspace

Organize teams and invite the right people to a project, defining its owner.
Master advanced permissions so each team only sees and edits what concerns it, while locking the project structure.
Set up views tailored to each audience: filters, hidden fields, List, Board, Timeline and Gantt views.

Model and automate a business process

Move a cross-functional process online (e.g. onboarding a new employee, involving HR, Administration, IT and Management).
Automate key steps: rules, default values, notifying the right people at every status change.
Collect requests through forms and open the way to a service management approach (ESM).

Plan, scale and manage projects

Plan a project: dependencies, delays and their impact on the Gantt chart, subtasks, effort per task, due date reminders, project status.
Scale up with project and task templates and distinct task types (bug, enhancement, request, budget transfer).
Manage a project portfolio: consistent statuses (RAG), automatic roll-up of information, a global dashboard and a workload plan.
Use advanced features: multi-homing, goals and AI Teammates.

Asana training (advanced level)

Goal: design, configure and manage business processes and projects in Asana, from the scale of a single team up to a full portfolio.
Duration: 2.5 days (in 4 modules)
Audience: Asana key users and admins who need to structure processes and manage projects
Prerequisites: at least half a day of initial training (including permissions management).
Program:

Module 1: Introduction to Asana (0.5 day)

Initial training that lays the common foundation:

Getting started with the interface and key Asana concepts
Organizing the workspace
How permissions work

This module is the prerequisite for the following modules.

Module 2: Onboarding process (0.5 day)

Topics covered: moving a process online, advanced permissions, introduction to automation, view setup, teams.

Running exercise: onboarding a new employee.

Four teams take part (Training/HR, Administration, IT and Management) in a three-phase process:

Pre-onboarding (D-30 to D-1): admin and contract (D-30), logistics and equipment (D-10), planning the first week and assigning a buddy (D-5).
First day (D-Day): personalized welcome, tool setup and walkthrough, introduction to the company and the role.
Follow-up and evaluation (month 1 to end of probation): 1-month review, interim check-ins, long-term goals and final review.

Implementation steps: creating teams, invitations and the project owner; creating views (filters, hidden fields); advanced permissions so each team only sees its own fields and the structure stays locked; default values and automation, up to notifying the right people when a status changes.

Teaching approach: the pace adapts to the group. The exercise on the first phase (pre-onboarding) is enough to cover all the topics. For an advanced group, the exercise can be extended to forms (ESM approach) or to a connection with a CRM database (the new employee’s phone number and personal email).

Module 3: Project and portfolio management (1 day)

Topics covered: project templates, task templates, dashboards, workload plan, automation.

Running exercise: a standard implementation project.

Participants build a generic project with 3 phases and 15 tasks, applicable to most system implementation or improvement projects:

Initiation and design (T1 to T5): kick-off, requirements gathering and analysis, gap analysis, scope and budget sign-off, detailed specifications.
Execution and delivery (T6 to T11): environments, development and configuration, unit and integration testing, key-user training, user acceptance testing (UAT), bug fixing.
Deployment and closure (T12 to T15): go-live, final acceptance sign-off, hypercare, project closure and handover to the application maintenance team.

How the exercise progresses:

Plan the project: due date reminders and specific views, dependency types, impact of a delay on the Gantt chart, subtasks, effort per task, project status.
Scale up: turn the finished project into a template, since it will be run several times, and create task types for each case (bug, enhancement, request, budget transfer).
Manage: group projects into a portfolio to standardize them, add extra statuses (RAG) and roll up information automatically.
Report: build a global portfolio-level dashboard and a workload plan.

Module 4: More Asana features (0.5 day)

An overview of advanced features that complement the use cases covered earlier:

Multi-homing: link the same task to several projects without duplicating it.
Goals: connect project work to the organization’s objectives.
Forms: standardize how incoming requests are collected.
AI Teammates: discover Asana’s AI teammates and their use cases.

Training led by our certified Asana experts

Our trainers take the time to understand your needs and expectations so they can effectively support your admins and users as they get up to speed on Asana. With a teaching approach built on real-world cases, interactivity and adaptability, they guide you step by step and help you put their advice into practice right away. Their ability to adapt to your internal tools, business functions and constraints ensures training that is tailored and fully operational.

Vincent Alleaume, CRM project manager and Asana expert, supports Synolia’s customers every day. Working closely with Asana, he delivers onboarding sessions, training, product roadmap presentations and process optimization.

"To get the most out of Asana, learning the technical side is not enough: you need to know how to model your processes and align the tool with how work really gets done. Through very hands-on case studies (from running an onboarding process to managing complex projects), we help your teams become fully self-sufficient and make Asana the foundation of how they work."

Vincent Alleaume, Asana consultant and project manager Synolia

Why choose Synolia for Asana training?

A certified Asana partner and an expert in collaborative projects, Synolia designs training around your business challenges, going far beyond a simple feature walkthrough. We support you before, during and after the training (audit, consulting, follow-up) with a focus on operational efficiency. Our training builds your teams’ skills, drives fast adoption of the tool and makes your day-to-day ways of working smoother.

Our Asana expertise and our own use of the tool make the training more effective and practical.

Need Asana training?

Our team will be happy to support and train you so you can unlock the full potential of Asana

Who is Synolia's Asana training for?

Our training is for any company looking to optimize its organization and ways of working with Asana. Admins, managers, project managers or end users: everyone gets support tailored to their role to master the platform, structure their projects and collaborate effectively. Whether you are just discovering the tool or want to make the most of its advanced features, our experts guide you to fast adoption and concrete results.

How long does the training last?

The duration depends on your needs and your teams’ level. Our formats are flexible: from short 0.5-day sessions for a quick start to more advanced 2.5-day programs with hands-on cases and more advanced use of the platform.

Is the training customized to your industry and your company's needs?

Yes! Our Asana training is fully tailored to your industry, your business functions and your specific challenges. Whether you are a manufacturer or a retailer, and whether it is for your marketing or IT teams or for project oversight, we design content and hands-on cases around your needs to ensure fast adoption and practical, everyday application.