Introduction to Asana

Getting Started with Projects

• Create a Project
  • Options:
    • From scratch
    • Pre-made template
    • Import an existing spreadsheet

Adding Tasks

• Purpose: Actionable pieces of work to complete the project
• Details:
  • Assign each task an assignee
  • Set a due date
  • Group tasks with sections
  • Organize with custom fields
    • Track priority or status with dropdown fields
    • Manage budgets with numerical fields
    • Add fields to library for reuse

Collaborating with Teammates

• Invite Teammates
• Collaboration Features:
  • Likes and comments on tasks
  • Add attachments
  • Tagged teammates receive updates in their Asana Inbox
• Task Completion: Mark tasks as complete once finished

Project Customization

• Advanced Features:
  • Add forms to convert submissions into tasks
  • Automate tasks with rules (trigger-action setup)
  • Build dashboards to track progress
  • Share status updates

Managing Multiple Projects

• Portfolios:
  • Organize multiple projects
  • Provide a bird's eye view
  • Help identify blockers and alleviate bottlenecks

Aligning with Team Goals

• Connect projects and portfolios to team goals
• Ensure visibility of work aligning with priorities

Staying Organized

• Tools:
  • My Tasks: See all tasks in one place
  • Inbox: Check for updates
• Communication:
  • Comments, likes, and appreciations

Connecting with Other Teams

• Integrations: Asana integrates with hundreds of other tools

Further Resources

• Visit the Asana Help Center for more information