Asana Project Management Tool Demo by Meredith

Introduction

• Asana: Popular project management tool.
• Purpose: Organize projects, delegate tasks, track progress.
• Useful for companies of all sizes.

Features Overview

• Task Management: Add tasks, set deadlines, assign to team members.
• Multiple Project Views: Boards, List, Timeline, Calendar.
• Automation: Customize workflows.
• Milestones: Track significant project points.
• Project Portfolio Management: Manage multiple projects across teams.

Plans

• Four plans available: including a free basic plan.
• Free trial available for paid plans.

Task Management Details

• Central feature of Asana.
• Tasks: Add, set deadlines, assign, organize into projects.
• Flexible for various project types.
• Custom fields to cater to specific needs.
• Sort and filter tasks by criteria.

Project Visualization

• Boards View: Kanban-style visualization.
• List View: Detailed list of tasks.
• Timeline View: Gantt chart-like timeline.
• Calendar View: Color-coded tasks on a calendar.

Collaboration Features

• Basic Features: Commenting on tasks, file management.
• Advanced Features (Premium plan and up):
  • Forms: Standardize task creation through intake forms.
  • Approvals: Set tasks for colleague approval, three options: approve, request changes, reject.
  • Proofing: Add comments on images, convert to subtasks.

Reporting Features

• Goals: Set company/team goals using OKR approach.
• Milestones: Track project points for target achievement.
• Portfolios: Manage multiple projects, view overall progress.
• Workload Report: Visualize team's capacity for new tasks.
• Dashboard Feature: Customizable, interactive dashboards, export/share charts.

Conclusion

• Check projectmanagement.com for in-depth articles and tips.
• Subscribe for more project management tool videos.