Workflow and Automation Management

Learn to design and maintain repeatable marketing workflows in Asana. You’ll map stages, handoffs, dependencies, diagnose stalled tasks from workflow evidence; and configure Automations for routine assignments, updates, and reminders. You’ll also evaluate when work should use a Rule, an AI Studio automation, an AI Teammate handoff, Asana Dash-informed human judgment, or a human-only step. Additional practice covers end-to-end request intake with Forms, routing, owner assignment, fallback notifications, human-review checkpoints, and Bundles for shared workflow standards across campaigns. By the end of the course, you’ll be able to design, test, govern, and scale an intake-to-production workflow.

If you don’t have access to administrator-provisioned AI or Bundle capabilities, supplied evidence is available so you can complete the activities.

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