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70%!important;” global_colors_info=”{}” custom_css_main_element_last_edited=”on|phone” custom_css_main_element_tablet=”width: 100%!Important;” custom_css_main_element_phone=”width: 100%!important;”][et_pb_divider _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_divider][et_pb_video src=”https:\/\/youtu.be\/U_EC-9mI2Ew” image_src=”https:\/\/cjwray.com\/wp-content\/uploads\/2020\/10\/Pipedrive-to-Asana-1024×576.jpg” thumbnail_overlay_color=”rgba(0,0,0,0.6)” _builder_version=”4.16″ custom_padding=”||||false|false” locked=”off” global_colors_info=”{}”][\/et_pb_video][et_pb_text _builder_version=”4.19.0″ text_font_size=”16px” locked=”off” global_colors_info=”{}”]<\/p>\n
This video shows how to set up Zapier to connect to Pipedrive and Asana such that when a deal is won an Asana project is set up and tasks can be added and assigned. Essentially putting data from Pipedrive into Asana.\u00a0<\/p>\n
Connecting Pipedrive to Asana can be useful for businesses that want to manage their sales and customer interactions such that data is passed from one system to the next without the need for manually transferring the data.\u00a0This integration can allow teams to see a complete view of their work, including sales activities and customer interactions, and can help them to better prioritize and manage their time. It can also help teams to ensure that important customer information is not lost or forgotten, as it can be easily accessed from the relevant system in real time.<\/p>\n
[\/et_pb_text][et_pb_toggle title=”Transcript” disabled_on=”on|on|on” admin_label=”Transcript Toggle” _builder_version=”4.19.0″ disabled=”on” locked=”off” global_colors_info=”{}”]<\/p>\n
In this video i’m going to show you how to delete a workspace in Asana. You would think that this doesn’t warrant a video explanation but there is no such thing as the \u2018delete workspace\u2019 option in the menu.
You have to go through a short process to ensure your data is removed before you can close out the deletion process.<\/p>\n
This is our Asana workspace. For this particular workspace this is my Digital Rain workspace here and within it we can see the projects, we can see the team, and we can see the projects within the team.<\/p>\n
One of the first things that we should really look at are the options within our account because this tells us within our profile settings. Within the account tab it shows you which workspaces you are assigned to or part of and then which organisations you’re a part of so you’re included in some of their projects.<\/p>\n
What we’re looking at here is we’re going to delete this workspace called \u2018other projects\u2019 that I created. The way to do that is to go into that particular workspace. We can see that I\u2019ve done most of the work already so there’s one project here we’ll have to delete.
Delete all of the projects and delete all of the people from the workspace.<\/p>\n
Here we can see we now have a workspace that has no projects in it and no teams other than myself. It’s at this point that we can delete this workspace but what is really interesting is if we go to this \u2018more\u2019 settings there isn’t a delete. Even though we are the creator of this workspace there is no tab here that says delete.<\/p>\n
It would have been nice for Asana to try and make that a little bit clearer because you want to know that all the data has disappeared. If there’s nothing in there then essentially you have deleted that project. Let’s have a look again inside our profile settings. Hey presto this workspace has gone it is essentially deleted but it’s a very unusual way of doing things and I guess that’s why so many people are confused.<\/p>\n
Just to reiterate that process again. You go to the \u2018more\u2019 setting and remove yourself from this workspace.<\/p>\n
If it’s a workspace that you created and you want to remove yourself from it you have to delete all of the projects and all of the people such that you’re the last person and there is no data within that workspace and then you go to the more tab and remove yourself from that workspace and it’s gone.<\/p>\n
It’s a bit of a roundabout way to deleting. It doesn’t actually use the word delete, but I\u2019m reliably informed that this is how to
delete a workspace.<\/p>\n
Asana Consulting<\/a> [\/et_pb_toggle][et_pb_toggle title=”Transcript” open=”on” _builder_version=”4.19.0″ hover_enabled=”0″ locked=”off” global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n Pipedrive into Asana – Asana Integrations – Pipedrive-Asana integration – crm integration with Asana<\/p>\n In this video I wanted to show you how I have integrated Pipedrive and Asana through Zapier such that I can remove a manual step when a deal is won. The automation I\u2019ve created is that when i win a new deal Pipedrive will automatically create the project within Asana and also add tasks within that project.<\/p>\n You can add in a set of tasks so this will be useful for an organisation that sells either standardised products or standardised services, where there’s a relatively fixed set of tasks for each project that is created.<\/p>\n As I\u2019ve set this up with Zapier at the end of this workflow, I\u2019ve also added a notification in Slack such that I get a notification when completed. This is useful when I\u2019m on the road as the notification arrives on my iPhone.<\/p>\n From this example, the deal title is the name of the project but this can be modified as required. I\u2019ve also added two tasks in this project but you can add as many as you like. You can also assign tasks to specific people and add dates.<\/p>\n The crucial piece of this is in the Zapier setup and the filter to ensure that the creation of the project is done on \u201cWon\u201d and any other movement between stages will be ignored. The ID is just the pipeline within Pipedrive I\u2019m using for the demo.<\/p>\n This is a relatively straightforward and simple setup, but it saves a huge amount of time and things just happen. Definitely what business automation is all about.<\/p>\n [\/et_pb_toggle][et_pb_text disabled_on=”on|on|on” _builder_version=”4.19.0″ text_font_size=”16px” disabled=”on” locked=”off” global_colors_info=”{}”]Project Management<\/p>\n When I was told that there just isn\u2019t any Project management training in Phnom Penh, I wasn\u2019t entirely sure it was true. Surely most organisations run projects, so they would need project managers to run them. As I discovered in some of my networking meetings this isn\u2019t always the case. When I took a look at some of the recruitment sites in Phnom Penh, there were very few ads for businesses looking for project skills. I\u2019ve come to the conclusion that I\u2019m one of the few project management trainers in Cambodia. (Unless someone tells me otherwise). This must mean that there is no need, or no understanding of the value of good project management or the training in it.<\/p>\n The most common consequences of poor project management are overruns in terms of cost, time and the lack of quality in the final results. This crosses sectors in terms of construction, administration and of course software development where Digital Rain has its\u2019 core skills. A failure to plan is a plan to fail as the saying goes. This quote being as true today with modern technology, as it was generations ago. Collaboration and communication tools have all helped improve some issues, but where people and technology overlap, there\u2019s always room for improvement. Investing the effort in planning and communication up front, always has a benefit down the line.<\/p>\n I teach the Prince2 project management methodology. I can also teach how to integrate the Prince2 framework with Agile software development to get the best of both worlds. Courses can be structured as a short overview, to a six session course with practical exercises.[\/et_pb_text][et_pb_text disabled_on=”on|on|on” _builder_version=”4.19.0″ _module_preset=”default” text_font=”Montserrat||||||||” text_text_color=”#666666″ text_font_size=”18px” disabled=”on” global_colors_info=”{}”]<\/p>\n \u201cThis code is a bit crap\u201d, I said, as an off the cuff comment to a developer. The developer just got up and walked out of the meeting. It was the first and last time I did that.<\/p>\n Here’s a few other things I learnt about having too much of a tech bias in startups.<\/p>\n Generally, techies don\u2019t really see things from a customer\/user perspective. When it comes down to their business idea and tech stack, techies are often focussed on the code and the functionality, and not what their solution can do FOR the customer.<\/p>\n Techies rarely talk to customers and this abstracts them from the end user. I know there are stereotypes regarding developers but, in general, customer interaction is left to marketing and sales. Sometimes telling a techie that customers don\u2019t like what they\u2019ve produced is tantamount to telling a mother their child is ugly. I made this mistake myself once, \u201cthis code is a bit crap\u201d I said as an off the cuff comment. The developer just got up and walked out of the meeting. That was the first and last time I did that.<\/p>\n I spent some time with a tech led startup recently. Their roadmap was just awesome, finely tuned, detailed, and they were getting through the development of the roadmap with lightning pace. Admittedly I beat them up in that meeting, but what\u2019s the point of developing all of this stuff if no one\u2019s using it ? Sadly, this is a familiar story. I\u2019ve spent the last 4 weeks going through conversion funnels in detail with another startup, they think we\u2019re looking at functionality, I\u2019m constantly asking about the customer and if the customer\u2019s actually going to convert.<\/p>\n Reid Hoffman\u2019s famous quote: \u201cIf you are not embarrassed by the first version of your product, you’ve launched too late.\u201d says it all.<\/p>\n The first iPhone was missing a whole bunch of features when it launched. More recently, Notion users were so in need of functionality that only arrived in the last few months. (You know, having more than one column!) Know exactly who your customer is. Talk to your customers as often as possible, ask them what they need most, how many of them need it. Release the stuff that the majority need first. Adding obscure fixes in a sprint just delays everything for everyone. It’s the 80\/20 rule. A happy 80% when you deliver the top 20% of features or bug fixes.<\/p>\n The thought of it. Getting out from behind those screens and actually speaking to real people\u2026shudder ! I know, I know, I\u2019m stereotyping, of course there are exceptions. There\u2019s no smoke without fire though. Some of you will cringe at this and tell me I\u2019m wrong, but others will agree. I\u2019ve seen it happen. Startups solve problems that don\u2019t exist. Pain points that aren\u2019t painful or scratching an itch that only you have.<\/p>\n Am I wrong ?<\/p>\n Why Tech Startups Struggle<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/cjwray.com\/wp-content\/uploads\/2022\/09\/Chris-Manuela.jpg” title_text=”Chris & Manuela” align=”center” disabled_on=”on|on|on” _builder_version=”4.18.0″ _module_preset=”default” disabled=”on” global_colors_info=”{}”][\/et_pb_image][et_pb_text disabled_on=”on|on|on” _builder_version=”4.18.0″ _module_preset=”default” text_font=”Montserrat||||||||” text_text_color=”#666666″ text_font_size=”18px” disabled=”on” global_colors_info=”{}”]<\/p>\n So the stall is set up and it looks fab, Manuella describes the 2 million breakdowns that happened along the way, but here she is having leaned on family and friends to help, worked a few 3am nights and generally pulled out all the stops. The first day goes well, the first customer is Siegfried Kr\u00f6pfl<\/a> one of Austria\u2019s most famous chefs. He buys a box and promises to be back\u2026..result !! It\u2019s only Friday, the weekend will be much busier.<\/p>\n Down to earth with a bang. Saturday morning does not go well. Add another breakdown. Someone stole 400 chocolates overnight.<\/p>\n Unperturbed, family are despatched back to the kitchen, and production starts again to make up for the losses. In parallel weekend visitors arrive and sales skyrocket, double yesterday’s numbers.<\/p>\n I\u2019m sat in our cottage in Czech building the final pieces of the ecommerce store, I\u2019ve gone well beyond mentor and I\u2019ve become the tech team. Payment gateway, delivery integration and now onto \u2018build a box\u2019 where you can choose your own flavours for the box. In between calls and messages – \u201ccan you check this, what do you think to that ?\u201d – I\u2019m normally a WordPress\/Woocommerce store person, I\u2019m suddenly learning Shopify.<\/p>\n The final day arrives. The store is fully stocked, but not for long. Sales do as well as yesterday and there\u2019s really not much left. Our estimates were pretty damn good. But there\u2019s more\u2026. OK, so now as the adrenaline starts to die down, let\u2019s pump it up again with the website and store launch. So at 8pm European time on Sunday we go live. This is of course the happy ending, but it’s not a fairy-tale. It’s the startup world, the highs are high but the lows can be really low. Lower when you\u2019re on your own. Not everyone has Manuela\u2019s tenacity. The more tough stuff that happened, the more determined she became to make the business a success. They call it \u2018The Hunger\u201d and not everyone has it.<\/p>\n Yesterday I delivered this story to the new Cohort of startups at Startup Factory.<\/a> We were studying the startup lifecycle, the \u201cTrough of Sorrow\u201d that startups go through when it’s really hard. So many don\u2019t get through this part, it’s easier to give up sometimes. But\u2026 if you can just keep going\u2026 there is opportunity on the other side.<\/p>\n You can find out more about Dulceria Chocolates here: https:\/\/dulceria-chocolates.com\/<\/a><\/p>\n
If you need help with setting up Asana do please contact me, I work with clients across the globe to get the best out of Asana and other technology platforms.<\/p>\nTranscript<\/h2>\n
Project Management Training in Phnom Penh<\/h3>\n
Why do we need training in Project Management?<\/h3>\n
What I teach<\/h3>\n
\nThe courses take a generic view of best practice as well as being able to tailor the lessons to fit particular customers and create a custom course for your team.<\/p>\nINTRO<\/h2>\n
BACKSTORY<\/h2>\n
\n
\n
When I asked how many customers they had\u2026a pause\u2026lots of fidgeting\u2026.. \u201cOne\u201d they said.<\/p>\n\n
I\u2019ve seen so many startups delay launch, to do just a bit more testing, add just a bit more functionality, just another sprint and then it\u2019s done. My advice\u2026 Launch it, before your competitors do.<\/p>\n\n
\n
Do some Webinars, closed user groups, and special events that bring the techies and the marketing and sales people together. You\u2019ll learn so much, you won\u2019t regret it. Trust me, when the 20th person shows you that bug, you really want to stop squirming and get back to the office to fix it.<\/p>\n
\nLAUNCH<\/h2>\n
Manuella and I find ten minutes for a quick call. Manuela uses her charm and two reps from one of Europe’s largest supermarkets learn how hand-made chocolates are created, production questions follow and eventually they conclude they\u2019re looking for new products and these vegan chocolates fit the profile perfectly. It doesn\u2019t come much better than this.<\/p>\nONLINE LAUNCH<\/h2>\n
Immediately there were orders, we knew some customers were queued up. 5\u20266\u20267\u20268\u20269 orders. Then we spot an error on the product pages. I frantically go through the back-end and hide the offending items (thank you Google, Shopify so needs a \u201cdo not display\u201d button on its products) and the orders continue to come in. Success number two !!<\/p>\nCONCLUSION<\/h2>\n