Asana Workflow Specialist Certificate case studies
Asana Workflow Specialist Certificate · Put your knowledge to work in context.
The Asana Workflow Specialist Certificate is a professional credential for individuals who design, build, and maintain workflows in Asana. It suits project managers, operations leads, team administrators, and consultants who want to demonstrate practical expertise in structuring work within the platform. The exam covers seven domains: workflow design fundamentals; projects, sections, and task organization; custom fields and metadata; rules and automation; views, filters, and reporting; forms, templates, and intake; and collaboration, permissions, and governance. Questions are multiple choice and test applied knowledge rather than trivia. Topics on this exam: Workflow Design Fundamentals, Projects, Sections, and Task Organization, Custom Fields and Metadata, Rules and Automation, Views, Filters, and Reporting, Forms, Templates, and Intake, and Collaboration, Permissions, and Governance. The Asana Workflow Specialist Certificate case studies are 5 cases and about 3,170 words.
1The 40-Second Intake That Breaks the Triage Queue
A 14-person customer success team collects onboarding requests through a form. The form has 22 fields, including a free-text 'Describe your request' box and a single-select 'Priority' with options Low/Medium/High.
595 words, about 3 min2Sections vs. Custom Field: Modeling a Five-Stage Pipeline
A marketing ops team runs campaign production in one project. Work moves through five stages: Brief, Draft, Review, Approved, Published.
608 words, about 3 min3The Rule That Fires Twice
An ops team built automation on a 'Client Requests' project. Rule A: when a task is added to the 'New' section, set Due date to today + 3 days and assign to the on-call rota member.
800 words, about 4 min4The Dashboard Nobody Trusts
A product team reports weekly to leadership from a single dashboard. The dashboard has four charts: (1) tasks by section, (2) tasks by assignee, (3) tasks completed this week, (4) overdue tasks.
549 words, about 3 min5Who Can See the Salary Field
A 60-person company runs hiring in Asana. The 'Hiring' project is shared with the whole company so anyone can refer candidates.
618 words, about 3 min