Want a more detailed breakdown of Asana’s features? Check out our Ultimate Beginner’s Guide to Asana, which walks you through a bulk of Asana’s features and how they work.
You’ve probably heard about Asana from your network, and for good reason. It’s a brilliant tool for managing workflows, organizing projects, or even keeping track of your personal to-do’s.
Getting set up and running with a new tool is not always a small task, but we’ve got your back. In this article, we’ll give you a quick and easy step-by-step tutorial on how to use Asana’s perks and features. You’ll have your team collaborating in Asana in no time!
How to Create an Asana Account
To get started, visit the sign up page and enter your work email address.
Next, complete your profile.
Enter your team name.
Type the email addresses of the people you want to collaborate with.
Then, name your first project.
Finally, you’ll end up with your own Asana workspace.
Basic Tour on How to Use Asana Workspace
What can you find on Asana?
At the top right corner, you’ll see your team name and your initials. In “My Tasks” (top left), you’ll find tasks assigned to you on a specific project.
In “Inbox”, you’ll find notifications on tasks or projects you’re following.
That’s it! Easy, right? Now, how do you get your team members onboard?
Team Members in Asana
You can add anyone who you collaborate with, to your team in Asana. This gives them access to any projects you are working on.
To add a team member, hover over the user icons on the sidebar and click the “+” icon. Or, select the “+” and then “Invite”.
Next, add the email addresses of the users you wish to add to your team.
Projects in Asana
Projects are lists of tasks.
To create your first project, you can either select”+” and then “Project” in the header, or click the “+” in the sidebar.
Next, type your project name and set the project’s privacy to either private, public, or to a specific team.
Next, select “Create Project” .
Tasks in Asana
Tasks are actionable steps within a project. To create one, click “Add Task”.
You can assign tasks to yourself or a teammate via the Assignee section. The assignee will receive notifications about comments and deadlines.
Only team members who follow the task will receive notifications about your comments.
When the tasks is done, simply click “Mark Complete”.
There are several task actions possible in Asana. You can click the icons (at the top right section of the image below) to delete tasks, subtasks, copy tasks, tag users, like the task, and so on.
Files in Asana
In the “Files” section, you’ll find task attachments.
Calendars in Asana
Asana’s Calendar view helps you keep track of upcoming deadlines within the project. To access it, choose the project from the sidebar and click the “Calendar” header.
Only tasks with due dates will appear on the project Calendar. You can select the task name and click the checkmark icon to mark it as complete.
Dashboard in Asana
Dashboards provide an overview of the progress and status of your projects. It includes a progress chart which shows a project’s incomplete and complete tasks over time. It also includes a project status with a color scheme (red, yellow, green) and a short summary.
To access it, select ”Dashboard” in the header.
Conversations in Asana
When someone posts to Conversations, all project members and non-project members @mentioned in the Conversation, receive a notification.
When someone replies to the conversation, the following people receive notifications: author of the post, previous commenters on the post, and users @mentioned in the post or the post’s previous comments.
How to Use Asana Progress View
The Progress View provides you with an overview of the status of your projects. To access it, click “Progress” on the header.
You can select a colour (red, green or yellow) to represent your project status update. Green indicates that the project is on track. Yellow means it is progressing but there are some risks worth addressing, while red means that the project is not on track and needs attention.
At the bottom, you’ll find the project progress chart, which is an interactive graph that shows the health of the project by displaying completed vs. incomplete tasks over time.
Got any more tips on how to use Asana? Tweet us @unitoio!