Quiz: Mastering How Teams Use Asana

Question 1: Where should you keep a template task for a requests project?
Answer 1: At the top of the project
Question 2: Once a new request is submitted, what should the project owner do? 
Answer 2: Triage the request and assign it the correct individual)

Question 3: What information is helpful to include in a meeting notes task? (check all that apply)

Answer 3:
  • Documentation of meeting participants
  • Links out to relevant tasks and projects
  • Quick recap or summary of items discussed in the task description
  • Adding followers for participants and or absent team members to review the notes later
  • Documentation of follow up tasks created for reference

Question 4: Which of these are good ways to update your team in Asana about your progress on strategies you own? (check all that apply)
Answer 4:

  • Attach a file with applicable results, reports or files
  • Post a comment with an update
  • Mark my task as complete once I’m finished

Question 5: How can you share files with your team in Asana?
Answer 5: All of the above

Question 6: How can you make your meeting agenda project collaborative? (check all that apply) 
Answer 6:

  • Add your meeting participants as project members
  • Post a conversation encouraging your team to add topics
  • Add existing tasks from other projects for added context
  • Present the meeting agenda project during the meeting and designate someone to take notes

Question 7: How do you mark a new hire onboarding project as a template?
Answer 7: Click the “Save as Template” option from the project header menu

Question 8: You can add external partners, such as agency workers or vendors, to your tasks or projects by typing in their email address in the “Followers” box or “Add Members” box.
Answer 8: True

About the author

Rich Peterson

I've spent the last 10 years planning, mapping & reimagining the processes of hundreds of SMBs. Whether the goal is more money, more time, more clarity or more customer smiles, my insightful process is worth every minute for my successful clients.
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By Rich Peterson


For the past 10 years, we’ve worked with hundreds of clients and tens of thousands of students to help them get a clear picture of how to systemise their business. We’re not fans of spam, cheap mass-marketing tactics or automating your business to within an inch of it’s life. We are fans of a customer experience where humans deal with humans, skills are appreciated, personality is maintained and where clients get more value than they expected. We’re also fans of automating any process that doesn’t deliver client-facing value in a simple, easy-to-maintain way.

In a nutshell, we provide advice, implementation support & training to small to medium, service-based businesses to help them deliver a better customer experience & a more automated workflow. Everyone on the same page, moving in the same direction with a clear picture of who does what.