 There are a few ways that you can interact with us during this meeting and make sure that you get access to all of the features. One is that there's a chat function. So if you look up on your toolbar, you should see that little chat icon that we highlighted here in orange. And then if you do need closed captioning, if you select the more button, there is an option there to turn on live captioning. So feel free to use that and you can have the live captioning on during the meeting as well. So today with us joining, oops, joining us today, we have a few team members from our customer success team as well as some of our team members who help and work directly on the solutions that we're going to be featuring today. So I will start. My name is Shruti Ramaswamy. I'm vice president here at TechSoup for strategy and strategic relationships and also work on the Microsoft program. So happy to talk to you guys a little bit more about that. And I'll pass it off to Vanessa. Hi everybody. My name is Vanessa. I am the customer success here manager here in TechSoup. Sorry. That was a mouthful. I'm happy to help out in any questions that you have. I will be presenting a sign up today, but any questions that you have regarding Microsoft or anything related to TechSoup, we're right here to help you out. And Kevin looks like Kevin's a little frozen on our screen. Kevin, can you hear us? Okay. Okay. Kevin is also a customer success manager here at TechSoup, and he will also help us today in showing some of the solutions. And then I think we have, Kevin, are you back? Yes. Our drive just crashed on. So Kevin switched over to device two. Okay. And then we also have, I see in our audience, Stephie Kleiner. Stephie is here. I don't know if you're able to come off mute, Stephie, and introduce yourself. Great. Hi, everyone. My name is Stephie. I'm sorry. I don't think the video function isn't able for me, so I'm just here via audio. I'm the program manager for Zoom, so feel free to, oh, there we go. Hi, everyone. So I am the program manager for Zoom. If you have any questions about Zoom and how it integrates with Microsoft Office or for you to let me know. And also my favorite ice cream flavor, Stracciatella. Oh, that's a good one. And I think we also have Julia here as well. Julia, if you want to come off mute and introduce yourself. Hi, everyone. My name is Julia. I work on the Asana program. Can you hear me? Yeah, we can hear you. Okay, great. And I'm super excited to be here and answer any questions you have about Asana. My favorite ice cream flavor is probably Mint Chip. Oh, that's a great one. All right. So we have a few other team members that are here today, but we'll be kind of going through all of our tips and tricks for integrating the solutions. And throughout this series, we're going to just kind of demo and show you some of these solutions. If you have any questions, feel free to put those in chat. And, you know, we want this to be an interactive session and make sure that we're answering your questions. So we'll probably spend 10 to 15 minutes just showing each one of these applications and spend most of the other time just answering your questions. So feel free to keep them coming in chat. We are going to start with an overview of Box and specifically the Box plugin for Microsoft. So we'll talk a little bit about inserting Box files into your emails, saving email messages to Box, and then accessing Box within Teams. So I will stop sharing and pass it on to Kevin. Thanks, Rudy. Give me one second here. I've got to configure. And if you want, I can go first since I know you had to switch. Yeah, I have to re-sing the interface on my Outlook for Mac, which is actually a good discussion point for later. OK, perfect. So why don't I talk a little bit more about what I was going to present, which was the Zoom plugin for your Outlook. I used, we actually, I was actually planning on showing you the full demo of this solution. And I realized that our administrators actually make this a requirement on our Outlook so I can't even remove it if I wanted to, because it's so integral to how we actually interact at TechSoup. So at TechSoup, we use Microsoft 365 or Office 365 solutions for email. But for most of our meeting functions, other than Teams, we use Zoom. And so the Zoom plugin for Outlook has been a lifesaver in terms of the ease of creating meetings and making sure that you have the automatic Zoom invitation created and managed. It integrates directly with your Zoom account so that you don't have to manage all of the settings in multiple places and you can schedule meetings and you can create live meetings directly from your Outlook account as well. So I'm going to pause this year and actually share my desktop and walk you through how to download that plugin and then integrate it into your Outlook application. OK. And I was sharing my Outlook with somebody else recently and they were horrified by how many unread emails I had, so I tried to change this so that you didn't see that I have like 500 unread emails. But if you look on your toolbar in Outlook, you'll have an application here that says Add-ins. And so you can click on Get Add-ins here. And there are lots of different Add-ins that are available for Outlook. So if you're not using that, I would definitely recommend if there's certain things that you use a lot of to see whether or not there's an Add-in already available in Outlook. Some of the ones that I use outside of Zoom are also there are the box integrations that we'll talk about, but also some meeting finders so that you can easily schedule and find times across different people about times that you might want to meet. So if you go into here and you select Zoom or you type in Zoom, you'll see right away there's a Zoom for Outlook plugin. Obviously, I already have that plugin installed, but there will be a button here if it's not added where you can install it. And once you install it, what it'll have you do is actually log in with your Zoom credential. So you will need to be a licensed Zoom user to be able to use these functions. And you can log into your Zoom account and that will automatically integrate a Zoom and your Outlook, both of those accounts together. So if you look here, I have in my Outlook already the Zoom plugin already integrated. So you'll see right in my toolbar, I have a little Zoom setting here, which I can schedule a meeting or start an instant meeting. So I select start an instant meeting. I can select start a video and it will automatically generate a video for me right there and then I can just invite somebody to that if I wanted to bring somebody in. Say we're having a discussion and I say, hey, can we just hop on Zoom? Which I've done while I'm in an email with somebody or something and then I can just automatically create that meeting. The other place where I think it's super helpful is while you're creating a calendar. So if I were to look at my calendar for today, which is kind of crazy and I'm setting up a new appointment, usually when you're creating a new calendar invite, you're gonna have your normal things in Outlook that everybody's used to. And if I just click this button, that's a schedule a meeting, it automatically takes all of the configurations and my default settings for my Zoom account. I can press save here and everything is scheduled right there for me. So I don't have to do anything else. All of the Zoom information for that meeting is already in the Outlook invitation and then I can just send that invitation. And it's already synced with my Zoom account. So if I were to log into Zoom or if I was managing my Zoom meetings, all of that would be integrated too. So you could see that all in one place. This has been, like I said, a lifesaver in terms of time and efficient management of how we're managing our meetings and it makes it so they're each custom links and so they're customized for the meetings themselves. If you have settings that require a password or things you can always change your default settings in that pop-up window that came up. The other thing is if I were to create and make this a recurring meeting and say that I wanted this to be a weekly meeting, it'll automatically update that Zoom link to make sure that that's a recurring meeting as well. And you'll see that the Zoom functionality is currently right in here. So if I wanted to change anything else, I could do that. Or if for some reason I wanted to make this a Teams meeting, I could cancel out the Zoom part and I could incorporate a different meeting if I needed to. So it's actually super helpful. It's all clickable within your Outlook browser and you never have to kind of move into different things and have to open up two browsers or two applications. You can do everything right within your Outlook. I'm gonna stop right now. If anybody has questions, please feel free to put those in chat. And with that, I'll hand it back to Kevin. Or Savi, do you wanna, yeah, please. Yeah, just if I may just add one or two sentences to that. You already said that it's with the plugin in Microsoft, it's super handy because you don't have to switch back and forth between Zoom and Outlook. However, I just wanted to mention even if you want to schedule a Zoom meeting from that desktop application of Zoom, the same thing happens. Once you type in all the information in that desktop app, it will automatically create an Outlook invitation with the Zoom details in there. But then of course you have to switch back to your Outlook to finish setting up the meeting. But just wanted to say it also works right from the app. Shruti, I think you muted. Thanks. That's a great point. I'm just showing you the Zoom application as well. And as Savi mentioned, everything is both ways. I can see all of my Outlook calendars right in here. And you can see some of them are not even a Zoom meeting. It'll say, this isn't a Zoom meeting, but when it is a Zoom meeting, I can join directly from here as well. And it'll open up that meeting. And I usually use this and have this open throughout the day because it's an easy way to see my schedule and then open things directly from here instead of having to navigate into Outlook each time to get into it. So thanks for bringing that up. Okay, Kevin, I will pass it to you. Thank you, Shruti and Vanessa. I want to send a quick apology to those who attended the live event associated with this virtual office hour on March 18th, running some technical issues, while attempting to run through the demos for the box and Adobe Sign integrations. I'm gonna be redemonstrating how to do that in this video. So let's go ahead and start. Let's start with the box integration. I'll go ahead and share my screen. I'm gonna start with Outlook. Really quick, I'm using Outlook for Mac, a little bit different than the Outlook for PC, just in a very small kind of renewed way. So again, you're gonna need to get these add-ins first. So similar to Outlook for PC, gonna go in here into the catalog, find them, add them. I've already gone ahead and done that for both box and Adobe Sign to move through this a little bit quicker here. So we're gonna start first by inserting a box file into an email. So I'm gonna go ahead and I'm gonna click New Email. I'm gonna send this to myself. I'm going to just subject this a test demo and I'm gonna go ahead and move up here to Attach from Box. I've already connected to this, so I'm gonna go ahead and I'm gonna grab a file folder here and click OK and I'm gonna click Send. That simple. That ding you might have heard is the sound going out. Boom, there's the sound going in. We're good to go on that. The next part we're gonna go through here is saving email messages to Box. I'm kind of glad in a way that we're kind of reshooting this because there was something I additionally wanted to touch on anyways regarding this. So Box will actually save essentially two types of messages. It'll save a message with an attachment. It'll save a message without an attachment. Obviously that sounds kind of simple on the surface but there's might even difference here. So Box will actually scan for the attachment. It will grab the attachment. It'll send the attachment where you wanna go to it. It's an existing folder or creating a new one. A email message that has no attachment to it, you save it as the message itself. Box treats this as an EML file. It's just a markup file for email messages but just note that if you're going to save that as that it's not treated as an attachment. So we're gonna actually go ahead and we're gonna start with the attachment first. Kind of demonstrate this. I sent a work picture here to myself. You know, kind of update it from like 10 years ago I think. So I'm gonna go ahead and I'm gonna click save to Box. And boom, here you go. Recognizes that it's an attachment. I'm gonna click save attachment. I'm gonna go ahead and add it to this folder here and then I'm gonna click choose and it's saving the attachment. I take a minute. We're running a little slow here this evening but we're good to go here. You can also see that you have the ability to save the emails and the email file. I'm not really gonna necessarily show it on that because the only thing I needed out of here was just the attachment. So in this particular case, this was actually an event that I attended virtually. The University of Tulsa where I'm at had this really awesome data presentation. I liked their CS department a lot there. So this was actually the link to the Teams event itself. So there's no attachment to this, right? This is just a URL. So I wanna actually save this event, right? So what I actually wanna do here is I'm gonna save this as an email file like I just mentioned, it doesn't recognize that. So I can choose either a file that I want but just say like, oh man, like I want this kind of in a separate place. So let's go ahead and let's actually create a new folder here and we'll call this, we'll call this data seminars and then we're gonna go ahead and click create. And I'm going to click on that and then I click down on the checkbox and then same thing, I'm gonna click choose and boom, this email is saved to that new folder that I created. So the last part I wanna jump to here in box is actually the box integration within Teams. If you're using 365 and you're using box, use box in Teams. It just makes sense. The user interface is great. And I really think that you will like it. So let's go ahead and jump into that. So I'm gonna switch over to sharing my screen with Teams here and let me close that out. So the same thing like the get add-ins, the equivalent here is getting apps. So this is where I would go to look for an app. I would search in this particular case for box and boom, there it is. I've already added it, so I'm not gonna go through the whole steps. Similar to like Outlook, you may have to in this case, even if you've already done Outlook authentication, you're gonna probably have to re-authenticate into the app here. In our particular case, I already went ahead and did that. So if I was at box, like your subdomain.box.com, like that's where I'm at right now, but I don't have to be there on a web browser. I'm working just within Teams. And the cool thing is here is, is everything that we were just working with is all there, boom, the data and seminar EML file, boom, right there. So to me, if you're invested in Teams or thinking about getting invested in Teams, this just makes sense. Same things here. I can create a quick note within here. I can create new documentation. If you are for some reason, like working with both 365 and Workspace, we do that, not wrong with that. You can create Google documents here. You will again, if you're not already logged in, you may have to authenticate a session against that. Not a big deal. The Microsoft products are all here, box integrations are here. And again, I'm on a Mac. So I don't use pages or notes or numbers. They're Macintosh productivity apps. Maybe you like them. If you do, that's cool. Like you can access them through here and I can also upload files here. So that is the box plugin integration and then accessing box within Teams. So I'm gonna go ahead and stop sharing. Okay, so let's go ahead now and move on to the Adobe Sign plugin. I'm gonna share my screen back at Outlook. Again, Outlook for Mac. So the fill sign for signature and agreement status on Outlook for PC will actually be the Adobe Sign icon. And these will be part of the drop down expanded menu options. So I'm gonna go ahead and click new email here. Again, we're gonna be sending a Word document for signature. So I'm gonna send it to myself. Go ahead and send for signature. I'm gonna add a file here, the demo document that I created and I'm going to click continue. Again, with this here, what it's gonna be doing is it's going to be, Adobe Sign is gonna be absorbing the document and it's going to be creating a modified PDF from this. So depending on what your document looks like, Adobe is gonna kind of detect some things that are existing in here. If you're able to see the pop up screen, this particular case, it was able to recognize that form fields were detected within the document. Sometimes that's not the case. I had actually created a date in here. So what I'm gonna do is I'm actually just gonna go ahead and click on that and then I'm gonna move down a form field by into there. Regardless, it doesn't actually need to be configured fully. You do have options for editing. This is basically Adobe Sign interface. So but I'm gonna actually go ahead and I'm just gonna click send as it is. Detective fields have not been reviewed. I'm not interested in reviewing from this demo. Just know that when you're going through this process, Adobe is gonna interpret your form. So if there are things that it feels that needs to correct you, you may want to review the document. Again, as far as the signature field line goes, you can push out a document that does not have that information or a form field at all. And Adobe is going to go ahead and actually take care of that for you. And that's the next part with the missing signature fields. Do you, it's gonna ask if it's gonna say that it has the ability to add a signature block. I'm gonna go ahead and I just hit send in this particular case because there aren't form fields in this example. But again, you don't have to have the signature line in there, you could have a document that just basically states whatever it states. And then Adobe is actually gonna lift that for you. If you were able to hear that ding, that's actually the agreement just being sent to us. So cool thing is is here, you have the ability as the sender of the document to actually check on the agreement status in the side menu bar here. I'm gonna go ahead and click the message that was just sent. Document was created by me. Document sent out for signature to essentially me. Okay, so we're gonna go ahead and then just close this out. And there is the document that was just sent. Okay, so one thing that actually could be done, so is again, if this is something that you maybe kind of want to have in kind of the same fashion as box, you kind of want to maybe have like a little bit more micro control on some of these processes. So you're a finance team and there's a group of people that you're working with and you kind of wanted to simulate a copy of set agreement even across an entire group. What you actually have the ability to do is you have the ability to send this document or request to an email address associated with a Microsoft Teams channel. So I'm gonna go ahead and stop sharing this and then bounce back over to Teams. So here in Teams, again, added the application, the Adobe sign. What we're gonna do here is we're actually gonna go into a Teams channel from our actual tenant. This is just one that we set up for certification exam. If I click on the ellipsis here, there's gonna be an option that says get email address. So what is that? Well, that is an address that is associated with that particular Teams team and that general channel. I can send an email, a general Outlook email. I can send an Adobe sign request. I can send a box document directly to a Teams channel. So I went ahead and copied that. I'm gonna go back into Outlook here and I'm gonna create a new email and that is the group that I'm going to send that to. I've already created a contact card for that and that's actually maybe something that you like to play around with Teams and you're gonna start integrating stuff like this. Actually creating contact cards for these email ellipses might be a better idea because it'll make the process a little cleaner. You won't necessarily have to remove extra title and unnecessary information that doesn't actually pertain to the address. So I'm just gonna title this Adobe demo and please sign by end of week. And then I'm gonna go ahead and click send for signature and I'm gonna send that the same exact .x file to this particular channel. And I'm gonna click continue. Gonna run the same process, processing document, converting to PDF. You're gonna get the pop-up that is, again, if it does recognize form fields, it's gonna call it out in this particular case. This is kind of a half put together example but we're just gonna kind of work through that here. So I'm gonna just put down the extra field line and then I'm just gonna click send. Again, when you put these together, it's kind of the level that you wanna put it to. It's probably best practice to have a template already kind of in place that you send. But just know that you can actually just take a ragtag Word document and turn it essentially into a PDF document that's ready for signature and just let Adobe sign and Microsoft kind of do the heavy work here. So I'm not gonna review this. I am not gonna do anything as far as with signature fields because Adobe is actually gonna do that for me. And the demo has been successfully set to signature to the channel. Let's go ahead and check on that. Slide back over into teams and there it is. So the signature request has been sent to that team's channel. So I'm gonna pop into Adobe sign. So what I like to do here is, I'm a fan of is the chat button here. So say that again, finance, I'm wondering like where the status is of on something, right? So what I'm gonna actually do is I wanna know like what the prompts are for running this searches on stuff say. So I'm gonna go ahead and click help and hit return and boom, there it is. So this actually tells me like what the prompts are for initializing certain functions. In this particular case, I wanna check the status of the signature for this document. So I'm gonna go ahead and check status. It's gonna ask me, what is the name of the document you are checking on? This has to match to what the actual document is. Otherwise you are gonna get a message back that it doesn't know what you're looking for. So there it is. There's the signature for that. So that wraps up the Adobe chatbot. That's Adobe sign. We touched on box. These are two great integrations to add to play around with to learn about. It helps alleviate a bit of the workload. It levies up some of those mailboxes that tend to kind of get overrun with stuff. There's a lot of different ways that you can approach this. So thank you again for your attention. And certainly those again who attended the live event, I do apologize for the technical issues that were experienced during that event. We hope that everything was beneficial. And now with that, I'm gonna switch it back over into the final portion of the live event. One thing I also wanted to note, and I'm sure if we have time, we can talk through this a little bit more afterwards. But the interesting thing I think with signatures and things is that it can be introduced as a part of a workflow that you might already have. So for a lot of organizations, there might be approval processes that you need to get something signed off or a budget signed off or even that we're going to this proposal that we're all working on and we want everybody to make sure that they've signed off, that they've read it and they agree with it. You can kind of develop that as a workflow and we can talk a little bit about how some of these solutions also integrate with Power Automate, where you can create some of these workflows and have that integrated as part of what you're doing. So that as soon as you send out a documentation for review, you implement the Adobe Sign aspect of it to be something that's acknowledging that you've completed it and that that will be logged in that way. So there's a lot of like robust features that exist within the Microsoft suites of solution that integrates with all of these other apps that we're talking about today. So if anybody's interested, I'm sure we can talk a little bit more about that as well. And then Vanessa, I'll pass it to you to talk a little bit about Asana. And if you want to start a little bit with how we might be using Asana and where that integration would make sense would be great. Yeah, for sure. So for those of you are now familiar on what is Asana? Basically, Asana is a web and mobile work management platform. And it is designed to help teams organize, track and manage their work. And you're able to create workflows. It comes already with tons of templates that you're able to leverage. Like for example, if you wanna get a one-on-one meeting, you are able to get the key points that you should talk about, how you can organize yourself. I personally have an Asana for myself that I love tracking myself to and making myself accountable. So you can do that too. And it has different type of workflows. Like I said, you are able to track an event if you want to. You are able to create one-on-ones templates and also any other onboarding process that you want. For example, I know that my HR team, we call them PNC here at People and Culture here in TechSoup, they track the onboarding process of a new employee. Like for example, the moment that they get to us, the moment that they do all the courses that they have to do, the moment that they get the hardware till the moment that for example, they're fully onboarding and they're able to get track of that. A good thing about it is that you are able to add people to your workflows. You're able to add, for example, Kevin, if you want to collaborate with him, you're able to give them tasks to do and then do dates, which is very helpful. And then a great thing that we're gonna learn about is that we're gonna learn how to integrate that to your email and outlook and how you can add documents to it. So let me go ahead and then share my screen so we can get started. And as you're pulling that up, Julia or Steffi, if there's anything else that you wanted to add on Asana, please feel free to. We'll do, thanks. Alrighty, so one of the things that you can do with your Microsoft tools is that you can attach files to tasks so you can keep them connected to your work in Asana. You can synchronize your tasks and project step lines to your outlook calendar so you can stay on track and get notifications. You can turn emails into actionable, talkable tasks and comments in Asana without living outlook. You can also add your Asana projects to group chats to get updates and create tasks for your action items without living teams. And also you can increase the security of your data by requiring your teammates to log into Asana through Azure AD. So you know that nobody is actually getting into those workflows, just only people that work for their organization and people that have access to that specific project. So the first thing that we're gonna learn is that we're gonna learn how to attach files to your tasks. Let me go ahead and then pre-share my screen so you can see that. Perfect, so this is my specific project that I'm working and this moment is gonna be the test virtual office hours. And then one of the great things about it is that you're able to attach any of your files that you have in your OneDrive to any of your tasks. So let me go ahead and then open this specific task that is due for today. Right here, you're able to see that clipboard and then once you click on it, it's gonna display like a little dropdown with all the options that you have to attach a file. You can attach a file from your computer. We talk about box too. You can also leverage box to it. Google Drive, Dropbox and this form we're gonna try one with OneDrive. So let's go ahead and then click on it. Hopefully you are able to see a pop-up that just pop up in my screen. If you're not able to let me know and I'm able to re-share again. But if you are able to see it, it should be saying that I have a pop-up from OneDrive and I'm able to select a document. Hopefully you're able to see it. In this case, I'm gonna go ahead and then click test my folder, test virtual office hours and I'm gonna select my document. So once I click on open, you're gonna be able to see that once I scroll down, you are able to see right here the document that is already attached to my task. So that's a great thing about it. You don't have to go to OneDrive to pull up that document. You're able to do it straight up from your workflow and in your task. The other thing that we're gonna learn is how to turn emails into actionable and talkable tasks. So let me go ahead and re-share my screen again so you're able to see my outlook. Perfect, so I have an email here from Kevin that I would like to turn into a task on my Assign a Project. Like should you explain, you are able to get the add-in here. You are able to click on it and then type Assign a and then you should be able to add it to your outlook. At this moment, I already have it so you're gonna be able to see the icon here. So once you select any email that you would like to turn into an action into your Assign a project, you are able to click on Assign a and then create Assign a task. It's gonna load, perfect. So you're able to see that it came up with a name. It's called follow-up on rental vendor and cost research. You are able to customize this as you please. I'm gonna assign it to Kevin and I'm gonna assign a due date. I'm gonna say that is for next Thursday and then you are able to select the project that you want this task to be with. So I'm gonna select test and then I'm gonna select virtual office hours. You're gonna be able to add a description in this case. I'm gonna do all the things on this list and you can add the attachments in this case. It's gonna be this picture in the signature and I'm gonna make it public so everybody can see that too and then I'm able to create the task. Perfect, so the task is already created. Kevin probably already has an email coming from Asana saying hey Vanessa added you to this project and then create a task for you. I will add my email as a comment so Kevin can reference back to the email that he sent me and then he's able to make sure to do the list, the things on the list that he sent me. And then one of the great things about it is that it's very automatic. So at the moment that I refresh my screen, go ahead and then reshare my screen so you're able to see it, perfect. So at the moment that you fresh your screen again into your Asana, you're able to see that it was added. So I already have the task from Kevin, I assigned him and then you're able to also see that the email that Kevin sent me, it displays here correctly here. So the other thing that we're gonna learn to do is like how you're able to sync your tasks and projects to get notifications on Outlook. And then this is very simple, once you have a project or you have a task that you want to sign into your calendar to, you're gonna click on here in the arrow and you're gonna go to export and you're gonna click on sync to calendar. Right here you're able to not only sync it to your Outlook, but you're able to sync it to your Google Calendar and in other calendars that you might have. In this case, we're gonna click on I call Outlook for other calendar or other calendar. Here at this link, you're able to use the link to your Outlook for web. In this case, we're gonna use a desktop application by clicking the link, I'm gonna get an automatic download from the calendar. And then once I say that, I'm gonna open it up here and then it would automatically open all my calendar. And then you're gonna be able to see right here that that's how it displays on my calendar. You have one side by side, my personal calendar here in Texas and the Asana calendar that we just created. And then you are able to manage all of the tasks that you have here. You're able to invite attendees. You're able to even create this as a Zoom invite or as a Teams invite to talk about that kickoff meeting with the stakeholders too. And then you're able to add people to it. So it's really great to keep yourself accountable for the things that you need to do and also to give reminders too. So I don't know if you guys have any questions that we are able to answer. I think there's a question Jim has, particularly about the differences between Asana and some of the tools that are already available in the Microsoft 365 suite, like Planner, List, and ToDo. And I think Kevin talked a little bit about this in his response, but it would be great to hear maybe Jim from you on kind of what you're looking for in a tool and what you would primarily use it for. I would say Asana was really built for these types of collaborative task management as well as like a very project management style. The Planner and things like that are similar to if you've used Trello boards, it's like very Kanban style. It's like thinking about iterative projects and moving things from different states of stuff. But to do, but if you're trying to manage your own personal tasks versus managing projects on a whole, it'd be great to get a better sense from you as to what you're looking for and happy to talk to you a little bit about the tools too. And you can feel free to come off mute or you can put it in chat. I think that one of the things that for me really like about Asana is that you're able to create goals for your projects and for the team. So, and then you're able to put company goals too and the team goals. So you're able to know that, for example, the project is going through the goals of TechSyp1. So for example, we want a credible planet and then the things that I'm doing are they're getting trapped to that goal or not. So I think for me, that's one of the difference to that Asana has that other, other cuts problems doesn't have. So I think that's one of the things that I like Asana a lot too. Yeah, I would agree with that. Just the richness like I had put into the comments. It's just, it's a really deep product. It's just, it's built for task management. Like that's planner, like lists to do. I mean, it's really kind of like it's a hierarchical thing. You're probably not gonna get quite as much out of the box by doing that. Like to Trudy's point, Caban boards, there's probably a multiple factor of more templatic designs versus Microsoft. You might have to do some of the legwork yourself to actually get it configured that way. Safi, did you want to add anything? Yeah, please. Yeah, just other features that I really like about Asana is they offer a lot of templates as well. So if you're looking for projects, you kind of don't know yet how to set it up. They offer a lot of like projects, templates that guide you through the setup of your project. Also, what I like is that every, you can add like an overview page for every project. So you can include all the important details, all any like workflows you can set up on that overview page. And another cool feature that I really like about Asana is you can set up intake forms. So kind of like a form will you set a contact form, for example, and that will automatically then create like a task, for example, in Asana, directly in Asana environment, just depending on what kind of process you set up on the back end for that. But it's super easy to manage and just like additional F1 about Asana and the other features that Asana offers. There are a few questions that are popping up. One is if we could just show how that overview page looks. I don't know if one of you guys have one that you can show real quick on the team site right now. The other question is, we need something simple and quick for infrequent users. So the other element to this, obviously, is that if you're already on a Microsoft 365 solution, you already have planner to do and list as part of your thing. So you don't have to pay additional licensing fee for. So if it's something that you're only gonna use a couple of times or if you just have a few users, you do have that already built in. Asana, you need to have the licenses for Asana, but Asana does have like basic premium, the different packages as well, which include a free version. So you might be able to just kind of test out those areas and see if it's something that you might want to incorporate as well. And then Jim, I see that your question about several approval workflows. And so I will, after we kind of show you the overview page, maybe we can talk a little bit about the power apps. I can show an example page as well. Yeah, yeah. So for you, do you, there's a share button next to your mic. Yeah, let me get set up. Okay. Can you see my Asana page right now? I can. Okay, great. I don't use things that frequently. So I'm a little new with it. So this is an overview page of a project that I'm working on. And you'll see it has a background, you know, a kind of an overview of how we'll collaborate on this project, the who the project members are, key resources, and then some milestones to go along with this page. And this pulls directly from my list, which I can also then put as a board. And this is more of the Cabin style list. And this can, I think this is really useful in as far as both identifying who the different roles are for a project and then kind of the key resources like stuff you went over. And then you can post updates in this view as well to know if the project is on track or say it's at risk and then kind of why it's at risk. So this is one reason why I really love using Asana for this type of project. Thanks, Julia. And one thing I'll just note because I'm a frequent person who gets tagged as per people who have tasks that are in Asana but that is really helpful too. So even if I'm not a direct contributor all the time of the project, somebody can tag me into it so that I can see, oh, there's something that people need from me or I need to be approved or they want me to incorporate something in the document or things like that. So you can tag any user that you have in there and bring them into it as well, which is also really helpful for people who are not always used to going and might not be a little infrequent but can still interact and see where the progress is as well. Yeah, I think that's one thing that's really nice about Asana. And you can also tag specifically for approval from someone knowing that maybe they're the, you're looking for their sign off to be able to move a project forward, which is a great feature of it. Yeah. And Julia, I just wanted to show in your example, I just want to, I noticed that you had like Google Drive folders put in there as well. So you can integrate it with a lot of other tools and make sure that you can bring in all of the resources that you're working across tools and things as well. Yeah. And to tie it back to sort of like how integrates with Microsoft, not really, it's not really integration but you can set up email notifications for anything that happens with Asana. So for example, if you're reaching a milestone or if you're getting tagged, you can set it up. So you always get an email for that as well. So like I said, not really an integration but you can also set up those notifications. Thanks. So I know we had a couple of questions on the workflows and I know Kevin was talking a little bit about Power Apps too, so it's a good solution. But for, I just want to flag. So Power Apps is a solution that's available from Microsoft that allows for low code or no code options for you to create customized workflows. The assumption is that you do not have to be a coder or a developer to be able to create your own workflow and function. And the goal is that you can bring things together, create some if statements and things like that to quickly create a workflow for yourself. Part of that is that you can use a lot of the tools that we have, either any of the tools that we talked about or tools within Microsoft 365 to build that together. And Microsoft does make available to nonprofits five free donated Power Apps licenses but they are separate licenses. Sometimes if you want to develop and things like that then what exists in your Office 365 suite? With that, I will pass it to Kevin, sorry. Yeah, thanks. I was just in a seminar this week, very early in Europe where our cohorts there were actually talking about this. It's, I think it's a fantastic feature. So let me pull up the screen here where I've got this on. All right, so as far as approvals and then I'll just go back really quick into here. This is Power Automate, this is Power Automate Flow. So to Shruti's point, there are some components that you could leverage from, like if you really wanted to supercharge approvals you're gonna probably integrate it with a Power App, which just really just means like, again, it's just understanding the logic of how like this works, it's not coding. It's really just I have this application, I needed to talk to this application and to do this. So the cool thing here is there is a bunch of Power Automate flows in here. So there are several types of Power Automate flows and ones I wanna actually talk about specifically real quick are just automated versus instant. So an instant flow is a manually triggered flow and automated flow is one that you have set in place. So you can, this actually communicates what applications within the 365 stack are used. So SharePoint approvals and then Outlook. So to Stephie's point earlier, if you wanna get a notification when an approval from a SharePoint list that you've created has been taken care of, you could just create and set that up. Instant ones would be, for example, this is sending a notification. This notification could come to a phone by SMS. It could come to a Teams channel. That's usually how I like to tie things back in. But these are kind of out of the box. The nice thing here is there's also something called Process Advisor, which will help you walk through like, hey, I wanna do this. Like I need some type of approval list to kind of put together, how do I do that? Well, Process Advisor is there for that. But to the point of a SANA Adobe inbox, there's integrations for all these within 365. So this explains like what the trigger is. So like when I create a project, like what do I wanna do? When I start a project, do I wanna send a message to a Teams channel? Do I wanna send an email to a distribution list? Like, I mean, there's really a lot of things you can do. And these are not really complicated. I've worked with actually some very small churches that have mentioned in the past like, hey, we just want people to know about this and maybe we don't necessarily wanna send an email. Is there a way that we can just send a notification to them because they don't work very frequently? And it's like, sure, we could send an SMS message to them to let them know that you created, started creating a project for your food pantry, something of that nature. So these exist completely across the spectrum. Zoom is the only one that doesn't have Microsoft published. But no, it's not bad. So the geniuses at MIT actually have an independently published one through the open source, the open source forum platform that are open source courseware. So to the point earlier, we're asking about alternatives to things. There may or may not be an integration naturally to it, but there's also the possibility that one could eventually kind of be built. It's not built as in something complicated. It's really just about even submitting that, even two to Microsoft. I've actually seen probably a half dozen new independent apps published just since the beginning of the year. So if you're something that you wanna use that is a low cost or no cost alternative to XYZ, I'm all for that. So I think that there's many ways to kind of get these systems to talk to each other. Yeah, thanks for providing that. Actually, it makes me remind myself that I should be looking at some of these too instead of creating my own workflows a lot of time. And one thing I also wanted to note, and I'm gonna just share my screen really quickly, if you guys can see, is the licensing I talked about was specifically for Power Apps, but all of the Power Automate templates that we're talking about are already inherent in your Office 365 suite. So if you go to your office, office.com, all of you here have Office 365 or a Microsoft 365 license already. If you go to your apps, which is that kind of all these buttons here, you can see Power Automate is the option here. If you click that, it'll open up a browser here and you can actually see, and you can bring in Power Automate. So all of this is already available to you. And as Kevin mentioned, you can search for Asana or search for other tools and you can see all of the tools that are brought into place. But there are so many in here that are already created that you can use. And then the Power Apps feature is if you need to customize and create your own. But there's a lot here that are already available to you. And so especially if you're already using these tools, we would definitely recommend you check them out. Okay, so I think we're getting to the last couple of minutes. We hope that this was helpful and interesting. I did also want to note there's a question in here from Vanessa, like it'd be great to learn a little bit more about what you'd be interested in learning and how these sessions are helpful or not to you. It helps us making sure that we're getting the right information and that we have the right topics to bring up for the next couple of sessions as well. And so I'll also just share really quickly. And as we mentioned in the chat, we will send out a recording so you can have follow up for this. But we do have some resources available. We have a getting started guide. So if you are still getting set up with your Microsoft 365 or Office 365 licenses, there's a guide to help you set up your licenses. We have the digital transformation forum that you can join and start connecting with organizations or just asking us questions. And then we also have our digital skill center training courses. So we have training courses that have been created, particularly for nonprofits. And we have a lot of training materials on the Office 365 and Microsoft 365 suites. So feel free to explore those a little bit more and we'll share all of these resources with you after the meeting. So thank you guys for joining us today. And I hope you have a great weekend and a great rest of your day. Thank you. Bye everybody. Bye.