CFO Advantage Series
Asana for Accountants
Jaime Campbell, CPA
Bob Swetz, CPA
$50
1 Hour
A Few Things You Will Learn in This Webinar
Setting Up Your Account, Projects and Work Spaces
Learn how to set up a free account and teach your clients to do the same. Learn whether a premium account is worthwhile.
Manage Engagements, Tasks and Personnel
Learn how to use projects, sections, subtasks, attachments, tags, task recurrences, and wording protocols to make it come together.
Save Time by Creating and Working With Templates
Learn how to create and deploy templates to save time and ensure that steps aren’t missed. Duplicate, export, and import…it’s magical!
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