Reports grouped by custom fields for Asana and Trello

For Asana and Trello we frequently get requests for using Custom field information within Bridge24 (filters, charts, reports, etc). We have begun a process that will take a few iterations before being able to use them throughout the application. The first step is being released today with the ability to Group by Custom field values from within Reports.

Selecting the Custom field to Group by

From the Report parameters, simply select the Custom field from the drop-down grouping field.

You have the option to Group by a secondary dimension as well, that can also be a Custom field.

Report presentation

In the resulting report, the total of tasks/cards that meet the Grouping value criteria is presented. The count of each group is provided and the list of associated tasks/cards is listed within each grouping category.

As with any report, you can now export it to Excel, for further editing, or to PDF directly.

Stay tuned for more improvements coming your way soon!

By |June 13th, 2019|

Top 10 reporting integrations for Asana

Asana is one of the popular project management software today that many teams use for managing their projects. It understands that large and small projects can get too complex which may lead to team inefficiency. Its ease of use, flexibility, and capabilities help make project management a lot easier. Founded by Dustin Moskovitz and Justin Rosenstein in 2008, Asana is suitable for both teams and individual users alike. This software is all about the automation of various processes, resulting in simplified workflows, saved time, and reduced errors.

Asana, the popular cloud-based software, lets its users create a virtual workspace where they can collaborate on projects. It is also a tool that can replace the email for making general announcements for the organization. Additionally, it can also be used as an instant-messaging tool for chats and informal correspondence. Its capabilities are varied, including allowing users to create tasks, assign them to specific members, and set their due dates. Users can also share documents and comment on tasks as part […]

By |November 12th, 2019|

How to successfully plan events in Basecamp

It is inevitable for businesses to hold events. This may be for marketing, launching a product, or simply a gathering in honor of its loyal customers. To make it successful and impactful, businesses should know the right way to do it. They should also be aware of its elements to be able to make the event worth the budget.

What is event planning?

Event planning starts with a plan. Regardless of the event is (a birthday or a wedding), it always begins that way. This encompasses a lot of things, including having initial discussions with the client regarding their budget, theme, ideas, and date. Basically, event planning is the process of managing a project such as conventions, meetings, and tradeshows. It begins at the conceptualization stage, all the way to the actual event taking place.

There are many processes of event planning and the following are just some of it:

  1. Creation of a guest list. The planner has to make a guest list, putting into consideration the people the client […]
By |November 11th, 2019|

How to make successful one-on-one meeting using Trello?

Trello is a great collaboration tool that helps users organize their projects into boards. This unique Kanban-style list-making application makes it beneficial for both team members and project managers. It conveniently shows the things being worked on, who is working on them, and those already done. Users can put attachments, photos, and documents onto these tasks so that teams can be on the same page. At one glance, Trello looks like a whiteboard that is filled with post-its that contain tasks for the entire team.

The great thing about Trello is that it can be used for teams, as well as for one-on-one meetings. This type of meetings is equally important as group meetings and should also be prepared for by both parties involved. Trello helps a lot with that.

The Trello board for one-on-one meetings

In order to make one-on-one meetings successful, the manager and the member should share a Trello board to make sure they are both on the same page. Also, both parties will be able to […]

By |November 8th, 2019|

What is Scrum methodology in Project management?

There are many different project management methodologies that teams use for their projects. One of them is the scrum methodology, which involves incremental and iterative practices. The term originated in the game of Rugby where a scrum refers to the cluster of players that try to get the ball. In project management, it is the short meetings held every few weeks that lead to a project’s completion. Using this methodology, organizations deliver output more frequently, compared to the more traditional waterfall-style approach. This means that the output is not given in one instance but progresses through a series of iterations which are called sprints.  Each sprint lasts from one to two weeks. It is at the end of each sprint where the team submits a deliverable product increment.

The Roles in Scrum methodology

A scrum project involves three roles which are the Product Owner, Scrum Master, and the Scrum Team.

The Product Owner represents the interests of the customers and decides on the next tasks of the team. This person […]

By |November 7th, 2019|

How to use Asana as a CRM?

Customer Relationship Management (CRM) is an integral part of every business. It is concerned with the strategies, technologies, and practices that companies use to interpret data and customer interactions. CRM basically aims to drive sales growth while assisting in the retention of customers and improving customer relations. This is done by implementing points of contact between the organization and the customers like direct mail, live chat, and website. It also has customer-facing staff who are provided with detailed customer information, concerns, buying preferences, and purchasing history.  All of these can be done with the help of effective CRM software.

What is CRM software?

The most basic CRM software puts all documents and customer information into one CRM database that business owners and managers can easily access and manage. Over time, more features were added to make this kind of tool more efficient and effective. Today, CRM software already has the capability to record customer interactions through phone, chat, or email. More advanced ones have automated processes such as calendars […]

By |November 7th, 2019|

New Features, More Updates in Asana September and October 2019 Release

Asana is an online platform for managing work, projects, and tasks. Teams are able to organize their work using a single platform to plan projects, prioritize tasks, and share details with the rest. It is now easier to track the status and progress of work and meet deadlines. The Asana team was very busy these past two months to provide its users with more tools and improvements. For a powerful reporting and exporting tool for Asana, give our own tool Bridge24 for Asana a try.

Free Templates for All

Early in 2019, Asana launched a new Templates Gallery where users can select from ready-made templates for a particular team. Previously, users in the free plan can only access about 4 templates from the Gallery. Most of the templates are available only to Premium, Business and Enterprise users. This September, templates have become available to everyone, regardless of your plan type. So, templates for an event promotion plan for marketing, daily standup meetings for design teams, or bug tracking […]

By |November 7th, 2019|

How to manage risks in project management?

Risks are inherent in every situation and are defined in different ways, depending on the field or industry they occur in. The most common definition of this would be that risks are undesirable outcomes or uncertainty. A risk is an uncertain event that will have an effect on how objectives will be achieved. It also refers to the possibility that projects will not be achieved because of unexpected occurrences. Similarly, it could also mean that projects will not be achieved because something necessary did not happen.

Risks are more highly possible if the following situations are present:

  • The team’s project technology is new
  • The organization and its members’ experience and exposure to similar projects is low
  • The time between planning the project and actually starting it is longer than usual
  • The length of time to finish the project is long

Risk management process is important

Since risks are inherent in every situation, risk management should be implemented by all teams to mitigate and manage risks. Having the right risk management […]

By |November 5th, 2019|

Top 10 Basecamp integrations for time tracking

The use of project management software is growing more popular today because it gets more work done in less time. Many organizations and teams report higher productivity when they started using this software than when they used other tools. Among these is Basecamp, a famous project management software that is being used by many companies and brands around the world. It lets users create to-do lists, assign these tasks to specific members, and set their due dates. Moreover, it features message boards where conversations about specific topics can be found all on one page. It eliminates the need to browse through dozens of emails just to get a picture of the entire situation.

Basecamp also helps users make sure that they are updated on their tasks through its schedule feature. Users can see their events and to-dos for specific projects and everyone on a project can see these lists. In terms of storage and file sharing, Basecamp also reserves a space where users can share their files, images, […]

By |October 31st, 2019|

What is deep work and how to become better at it?

Work productivity is very important. It is always a must for every employee to make each minute of paid time worthwhile. After all, each minute of every hour is being paid for, so employers naturally want to get their money’s worth. However, this has become more elusive these days because of so many distractions, even while people are in the office. It is ironic to know that this is happening even with the advancement of technology and the invention of tools to make work easier. Shallow work, or the distracted and on-and-off multitasking activities of workers, is what they call it. From the name itself, it results in a completed day of work with not much achievement. Sadly, it has become the norm for many workers.

Introducing deep work

Deep work was coined by Georgetown University associate professor of Computer Science and self-help author, Cal Newport. He refers to it as a person’s ability to work without distraction or interruption and being in a state of concentration. Doing […]

By |October 29th, 2019|

How to integrate slack to Trello, Asana and Basecamp?

Communication within a workplace is one of the most important parts of running a business, regardless of its size. It is necessary to make sure that everyone is updated with everything, including new projects, changes, and updates. The good thing about today’s modern world is that there are already numerous ways of doing this, including using modern communication technology. Aside from the usual emails and Microsoft Outlook, there is now software intended for messaging and file sharing like Slack.

What is Slack?

Slack is one of the most popular tools for workplace communication that is described as the one place for files, tools, and messaging. Users can communicate with each other in two ways which are through the channel and through direct message. Talking through the channel works like a group chat which means that everyone on that channel can read all the messages. On the other hand, talking through a direct message is a more private way of communicating directly with a specific person. Membership to a specific […]

By |October 29th, 2019|