- Unit 1: Build your volunteer onboarding template
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What you'll learn in Unit 1
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Volunteer access to Asana
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Step 1: Create the project
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Step 2: Organize the project
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Tip for naming tasks
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Step 3: Convert to a template
- Unit 2: Answer volunteer questions through an Asana form
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What you'll learn in Unit 2
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Step 1: Create a new project
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Step 2: Build and share a form
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Tip: Member notifications
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Step 3: Triage questions
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Tip: Add task to multiple projects
- Unit 3: Use your template to onboard new volunteers
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Picture this...
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What you'll learn in Unit 3
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Use your onboarding template
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A tip about guest access
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Asana for Salesforce
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After onboarding...
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Case study
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Check your understanding
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Tell us what you think
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Keep learning
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Congratulations!
Volunteer onboarding
Learn how to coordinate an engaging onboarding experience for your volunteers in Asana!
Establishing a strong volunteer onboarding process is a key ingredient in boosting volunteer retention rates. A good volunteer onboarding experience will be engaging and provide the volunteer with a sense of purpose and place within your organization. Learn how to coordinate a robust onboarding experience for your volunteers in Asana.
Who should take this course:
If you're new to Asana and want to learn how to simplify the administration of onboarding new volunteers this course is for you. Who are you?
- “I’m a Volunteer Director who wants to improve volunteer onboarding as one component of our overall volunteer management process.”
- “I’m a Volunteer Manager or Volunteer Coordinator who wants to better engage volunteers during their onboarding process.”
Learning objectives:
By the end of this course, you’ll be able to leverage Asana Starter, Advanced, Enterprise, and Enterprise+ tiers, as well as legacy tiers Premium, Business, and Legacy Enterprise features to…
- Create an Asana Template to onboard new volunteers to your organization
- Collect and respond to questions from new volunteers during their onboarding process
- Integrate the onboarding process with your broader volunteer management in SFDC
So that… you and your team can save time and effort towards achieving your mission!
Course expectations:
- Watch 5 short on-demand videos.
- Complete 1 short quiz.
- Apply what you learn to your own volunteer onboarding process.
Time:
- 5-8 minutes per unit
- 20 minutes for the entire course
