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.