Asana: Your Ultimate Task Management Tool

DISCOVER
WITHOUT
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How much time do you

spend writing?
How much time do you

spend responding to
emails?
How do you measure if
certain tasks are actually
being done and
accomplished based on
project timeline?
Maybe, a lot!
The
Take your team to the

e t le el
Stop working out of email get into
Asana
Four Simple Reasons

TASKS
Create tasks for work you plan to do or need
a teammate to do, instead of sending an
email
PROJECTS
Organize your tasks into shared projects for
your initiatives, meetings and lists
Four Simple Reasons

COMMENTS
Keep conversations with tasks, instead of
scattered across email
INBOX
Never read a status email again; get
automatic updates about tasks that matter
to you
Your tea s ork i

one place
10
In this tutorial, I will

sho ou.
11
How to sign-up and/ or login
How to create projects and tasks
How to assign tasks to

teammates
How to navigate to the
website tool and familiarize
its features
12
You have 2 options to

use Asana
13
Through its website
14
Download its mobile

app
15
On this presentation,
we will navigate
through its website
16
Asana works best on compatible

browsers
17
Open
www.asana.com in
your web browser
18
Heres AANAs ho epage
19
Click Sign Up Using Google
20
Click Accept
21
A thank you note will appear
22
Open your email account and verify

your email address
23
A Welcome message from Asana
24
Click Continue
25
Asana will ask you to

complete your profile
26
Lets Add Photo
27
Select a Photo
28
Click Open
29
Asana will ask for emails of team

members
30
These could be updated in the Project

Section of the tool
31
Click Forward
32
E ter Your Tea s Na e
33
Click the check button to continue
34
Your team name is also your

workspace
35
Your Asana account is now up!
36
Different sections
Tasks
Pane
Tasks Details
Pane
Projects
Pane
37
This is the Search box
38
Advanced Search
39
My Tasks is your view of all the tasks assigned

to you in a given workspace
40
My Dashboard
41
My Inbox
42
All items showing Tasks and

Conversations
43
Your teammates
44
Projects Section
45
Notice these options when you click

here
46
Lets e plore ore

options
47
1. Click on this icon to

display the dropdown
menu
2. Your Workspace
name displays the
Workspace Settings
option
3. Click on Workspace
Settings option to
explore this menu
48
When you click on the Workspace Settings option, this

pop-up window will display and gives option to rename
your workspace
49
By clicking on the Members tab gives you the option to

add members to your workspace
50
You can add up to 15 members with the basic/ FREE

Asana account
51
Add members by entering the email address of your

team members
52
Then, click Send Invite for your team members to receive

an email invite to join your Workspace
53
The Advanced tab displays the list of App

integrations
54
Tick the box to enable Asana to integrate with

Harvest time-tracking software
55
Lets e plore
My Profile
Settings
56
Getting familiar with My Profile Settings Tab
PROFILE
Add/change/ clear
profile photo
Introduce yourself on
the A out Me
portion
Tick the Vacation
Indicator to show
your away status
Click Update Profile
57
TO EMAIL
Sets your communication preference by choosing which email you
want to receive reminders, activity and dashboards messages
58
FROM EMAIL
Sets your email sending preference on which you want to use as your
email address when creating tasks and conversations to team
members in your workspace
59
ACCOUNT
This option provides you to change your password and even
deactivate account
60
THEMES
Personalize your
workspace by
customizing your
theme feature
61
APPS
This is where you can see all the apps you authorized with Asana connect.
Here, you can also allow Asana to integrate with external
applications.
62
HACKS
Asana development team
are working on to
develop and provide
more features to
Asana users
63
Creating a Project
64
Click the + sign to Create a Project
65
Enter a Project Name and click Create Project
66
Now you have your first Project
67
Lets Create a Task
68
Your Project will now have a task description
69
Lets
ap out the tea s ork

tasks
assig i g the
70
Click on the Unassigned button to display your

team members name and choose your assignee
71
Type here for some notes, details or questions
72
Click Comment
73
Select a team member
74
The name of the member appears
75
Click the Due Date (or Tab+D) to set deadline
76
Click the Due Date in the calendar
77
You can add Subtasks by clicking the icon or type

Tab+S
78
You can also assign a due date to a subtask
79
A subtask can also be assigned to a particular

team member
80
Add notes and comments within a subtask
81
Tick the box when a subtask is completed
82
Notice that a Task is marked as complete once a subtask

is completed
83
You can add Tags
84
Tags are used for filtered views of tasks across

projects. Use the search bar and enter the tag
name then you will be redirected to a list of tasks
bearing the same tag.
85
Add Attachments (if any) on below sources
86
You can show your support for a task when you

click on the heart icon
87
Monitor the time spent on a task with Harvest

Time Tracking integration features
88
Harvest is a Time app integrated with Asana task

pane
89
Click on the try Harvest free now to start your

free 30-day trial
90
Click on the timer icon each time you start on

your task for your time to be recorded and
monitored on Harvest
91
With the many features

of Asana, Project
Management has never
been easier
92
Function Keys and Menu
93
On the task details pane, click on the

dropdown arrow to display additional
actions
94
Cli k o the + i o to add follo ers to a task

and the name of the team member will appear
Add them and

they will
receive
updates about
the task
assigned
95
On the tasks pane, click on the dropdown

arrow to display additional actions
96
Click on Sync to Calendar for an option to sync

your task with your preferred calendar
97
Click on Add Tasks by Email so you can add

a task by sending an email to a pre-assigned
email address
98
Customize your task by choosing a

highlight color
99
You can do more like print, use as a template

(copy project), export, archive project or delete
project
100
There is also a dropdown menu to customize

your view options
101
Lets li k o Tasks to Do
102
This will appear
103
This shows the Calendar view
104
View your task

attachments in one
window by clicking the
Attachments tab
105
Team Conversations
106
Cli k the ? to a ess the Help Me u
107
Asana provides a whole

range of actions that provides
working and collaborating on
a project or a task a lot easier
108
Additional Resources
109
Watch the videos for more

detailed tutorial
https://asana.com/guide/videos
110
Connect the tools you use

in Asana
https://asana.com/apps
111
Asana Blog
https://blog.asana.com/
112
Its e er too late to start

o er. If ou ere t happ
with yesterday, try
something different today.
Do t sta stu k. Do etter.
-Alex Elle-
113

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DISCOVER

heartiequeen.wordpress.com | Your Virtual Professional Partner

How much time do you

How much time do you

heartiequeen.wordpress.com | Your Virtual Professional Partner

heartiequeen.wordpress.com | Your Virtual Professional Partner

heartiequeen.wordpress.com | Your Virtual Professional Partner

Take your team to the

heartiequeen.wordpress.com | Your Virtual Professional Partner

Stop working out of email get into

heartiequeen.wordpress.com | Your Virtual Professional Partner

Four Simple Reasons

heartiequeen.wordpress.com | Your Virtual Professional Partner

Four Simple Reasons

Your tea s ork i

heartiequeen.wordpress.com | Your Virtual Professional Partner

In this tutorial, I will

heartiequeen.wordpress.com | Your Virtual Professional Partner

How to sign-up and/ or login

How to create projects and tasks

How to assign tasks to

You have 2 options to

heartiequeen.wordpress.com | Your Virtual Professional Partner

Through its website

heartiequeen.wordpress.com | Your Virtual Professional Partner

Download its mobile

heartiequeen.wordpress.com | Your Virtual Professional Partner

Asana works best on compatible

heartiequeen.wordpress.com | Your Virtual Professional Partner

Heres AANAs ho epage

heartiequeen.wordpress.com | Your Virtual Professional Partner

Click Sign Up Using Google

heartiequeen.wordpress.com | Your Virtual Professional Partner

heartiequeen.wordpress.com | Your Virtual Professional Partner

A thank you note will appear

heartiequeen.wordpress.com | Your Virtual Professional Partner

Open your email account and verify

heartiequeen.wordpress.com | Your Virtual Professional Partner

A Welcome message from Asana

heartiequeen.wordpress.com | Your Virtual Professional Partner

heartiequeen.wordpress.com | Your Virtual Professional Partner

Asana will ask you to

heartiequeen.wordpress.com | Your Virtual Professional Partner

Lets Add Photo

heartiequeen.wordpress.com | Your Virtual Professional Partner

heartiequeen.wordpress.com | Your Virtual Professional Partner

heartiequeen.wordpress.com | Your Virtual Professional Partner

Asana will ask for emails of team

heartiequeen.wordpress.com | Your Virtual Professional Partner

These could be updated in the Project

heartiequeen.wordpress.com | Your Virtual Professional Partner

heartiequeen.wordpress.com | Your Virtual Professional Partner

E ter Your Tea s Na e

heartiequeen.wordpress.com | Your Virtual Professional Partner

Click the check button to continue

heartiequeen.wordpress.com | Your Virtual Professional Partner

Your team name is also your

heartiequeen.wordpress.com | Your Virtual Professional Partner

Your Asana account is now up!

heartiequeen.wordpress.com | Your Virtual Professional Partner

heartiequeen.wordpress.com | Your Virtual Professional Partner

This is the Search box

heartiequeen.wordpress.com | Your Virtual Professional Partner