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Beginner's Guide to Asana Project Management

Aug 22, 2024,

Asana Tutorial for Beginners

Introduction

  • Presenter: Stuart
  • Focus: How to use Asana in 2020
  • Goal: Help small businesses manage projects and tasks easily.
  • Channel aim: Provide actionable videos for small business growth.

Overview of Asana

  • What is Asana?
    • A free project management software for up to 15 users.
    • Designed for managing team projects and tasks.
    • Ideal for small businesses.

Getting Started with Asana

  1. Sign Up for Asana

    • Go to asana.com and click on "Try for Free."
    • Use a business email for better integration.
    • Verify email and continue with Google account.
  2. Setup Profile

    • Enter full name and choose work type (e.g., Marketing).
    • Choose past work management method (e.g., Pen and Paper).
  3. Create First Project

    • Input project name (e.g., "Website Design").
    • Add initial tasks:
      • Logo Design
      • SEO
      • Content
  4. Organizing Tasks

    • Set sections:
      • To-Do
      • Doing
      • Done
    • Move tasks between sections as they progress.
  5. Choosing Project Layout

    • Options: List, Board, Timeline, Calendar.
    • Focus on List structure for simplicity.

Creating and Managing Teams

  • Create teams for different departments (e.g., Marketing, Sales).
  • Add team members via email invitations.
    • Team membership is by request for the free plan.

Creating Additional Projects

  1. Create New Project

    • Navigate to create project for Sales team.
    • Choose a template or start a blank project.
  2. Add Tasks and Sections

    • Add tasks under sections (e.g., Residential, Commercial).
    • Drag tasks into appropriate sections.
  3. Task Management

    • Assign tasks to team members.
    • Set due dates and add subtasks if needed.
    • Communicate through comments and add attachments from various storage platforms.

Viewing and Managing Tasks

  • Use My Tasks for personal task overview.
  • Switch between List, Board, and Calendar views for flexibility.

Comparison with Trello

  • Asana vs. Trello:
    • Asana: List-based structure, ideal for organized task management.
    • Trello: More visual layout, better for those who prefer a colorful interface.

Conclusion

  • Summary: Basics of using Asana for project management in 2020.
  • Encouragement to ask questions and engage with the channel.
  • Call to action: Like and subscribe for more tutorials.