asana by virtual releecruz

Project ManagementRelee Cruz * virtualreleecruz.wordpress.com * [email protected]

ASANA

The GUIDE to

Table of Contents:1. What is Asana?2. Getting started with Asana3. The Asana user interface and

functions keys4. Asana features5. Asana terms6. The benefits of using Asana

Relee Cruz * virtualreleecruz.wordpress.com * [email protected]


What is Asana?It is a web and mobile application

designed to enable teamwork without email. Asana was built to improve productivity of teams and

increase the potential output of every team’s effort.

Open asana.co

mon your browser


Click on Sign Up

Using Google



Upon clicking

“Sign Up Using Google”

You will be redirected to

your Google account log-in

page,

Choose the Google account

you wish to use with

Asana

Enter your Google account password


Hit Sign in

You will then be redirected to this

page.Click the Accept

button to authorize Asana with your Google

accountRelee Cruz * virtualreleecruz.wordpress.com * [email protected]

Another authorizatio

npage will display,

clickAccept


Welcome to AsanaClick on Continue


Complete your profile details then

click to proceed


Then click to proceed


Invite your team

members by

entering their email address on the email

fields

Name your team


Proceed

Your Asana

dashboard will open


This is your

Asana Dashboar

d


Let us explore

the Asana dashboard

items Relee Cruz * virtualreleecruz.wordpress.com * [email protected]

Click on “All Items”and it will display All Tasks and Conversations


When you click on “Deleted Items”All your deleted tasks and conversations

will display


Click on “My Tasks” to display your task

list


If you have tasks this area will be

populated

You also have your INBOX in Asana. It contains updates and notifications about

the items you are followingRelee Cruz * virtualreleecruz.wordpress.com * [email protected]

Let us continue to explore the other parts of Asana.

Remember a while ago, that we gave a name to your

team, your team’s name is also your “Workspace”


1. Click on this icon to display the dropdown menu


2. Your Workspace name will

display and the

Workspace Settings option

3. Click on Workspace

Settings option and let us explore

this menu.

When you click on Settings this pop-up window will

display. This gives you the option to rename your

workspace.Relee Cruz * virtualreleecruz.wordpress.com * [email protected]


Clicking on the Members tab, will open the members area, this gives you the option to add

members to your workspace.


You can add up to 15

members with the basic/free Asana account


Add members by entering the e-mail address of your team members.


After entering the e-mail address of your team members, click

Send Invite. Your team members will receive an e-mail invite to join

your Asana Workspace.

The Advanced tab is also located on the workspace settings menu.


The Advanced tab displays the list of App integrations you can

use with Asana.

To enable App IntegrationTick the box before the App name and it will enable the App and integrate it with

AsanaRelee Cruz * virtualreleecruz.wordpress.com * [email protected]

Those are all the options under the Workspace

Settings Menu.

Let us move into the other menu options.



Let us now explore the My Profile Settingsmenu

My Profile SettingsI t has 7 tabs1. Profile2. To Email3. From Email4. Account5. Themes6. Apps7. HacksRelee Cruz * virtualreleecruz.wordpress.com * [email protected]

Profile tab


Edit your name, add your profile photo,

tell something about yourself, you can do it all

here.Here you can also set

yourself as away when you tick the vacation indicator.

Click on Update Profileto save the changes.

“To Email”Tab


Set your communication preference here. Choose the email where you want to

receive reminders, activity and dashboards messages. You can add and

remove e-mails here.

“From Email”Tab


Set your e-mail sending preference here. Choose the email you want to use as your address when sending e-mails.

This is where you will find the option to

Deactivate your Asana account


“Account”Tab

“Themes”Tab


Personalize your Asana workspace, customize it

with the theme you

want.

“Apps” Tab


This is where you can see all the Apps you

have authorized with Asana, you can activate apps

here too.

“Hacks”Tab


Here you will find the “Hacks” that

the Asana development team are working on to

provide more features to Asana

users.

Let us pause for a recap.


What have we learned?1. Setting up your Asana account2. Creating your first workspace3. Explored the workspace settings

menu4. Familiarized with the profile settings

options. Let us proceed to exploring Asana.

What if you want to create a new workspace?


1. Click on the workspace name, the dropdown menu will display


2. Click on More, a new menu

will open


3. Click on Create New

Workspace

This window

will openRelee Cruz * virtualreleecruz.wordpress.com * [email protected]

Fill up the required fields

then click Create

Workspace


Creating your new Workspace


Your new workspace is now

listed here


Let us now proceed in creating

Asana Projects


Creating Asana Project


Click Get started with a project

This window

will open


Now enter your

Project Name


Set your workspace Privacy settings


Your Project Name

will display here


Your Project overview will display here


Now you have your first Project


Let us now

create a Task

Your Project will now have a Task



You can now

assign the task to

your team members


Click on the Unassigned

button, the name of your team

members will display, now choose your

assignee


Now assign a due date for the task


An Asana TASK can

also have a sub-taskunder it


To create a sub-task click this icon or type

Tab+S

Now you have a PROJECT a TASK a sub-TASK


You can also

assign a due

date to a

sub-task



A sub-task can also be

assigned to a

particular team

member


Notes and Comments

can also be added within the sub-task


Once a sub-task is completed

you can also mark it as

complete by ticking the box before

the sub-task name


A sub-task can be marked as

complete on its own. You can mark a Task complete by

ticking the box before the Task

name.


With Asana you can also attach files within the task


You can attach files in 4 ways:

1. Attach from computer

2. Attach from Dropbox

3. Attach from Google Drive

4. Attach from Box


You can show your support for a task when you click on

the heart icon


Monitoring time spent on task is very easy with Asana with its timer

integration features


Click on the Timer icon to start tracking time spent on

a task

Harvest is a Timer App integrated with the

Asana task pane



Create a free

Harvest account by clicking the


One you have set-up your Harvest account, always

click the Timer icon each time you

start on a task for your time to be recorded and monitored on

Harvest.


With the many features of Asana Project

Management has never been easier.

Let us explore the rest of the function keys found

on Asana user interface...


Click on the drop-down

arrow on the right to display

additional Asana actions


These actions are:1. Delete Task2. Delete Selected

Subtask3. Make a copy4. Convert to a Project5. Print6. Merge Duplicate

Tasks7. Full Screen


Using TAGS is among Asana’s

features. Click the Tags icon

or press Tab+T


Tags are used for filtered views of tasks across projects.

Use the search bar and enter the tag name,

it will return a list of tasks bearing the same tag.


In Asana followers can be added to a task. Click on the + icon, the name of the team members will display. Add them and they will receive updates

about the task.


Let us explore the rest of the Asana function keys and

menus.


Click on the drop-down

arrow on the left to display another set of

additional Asana actions


These actions are:1. Sync to Calendar2. Add Tasks by

Email3. Print4. Use as a

Template5. Set Highlight

Color6. Export7. Archive Project8. Delete Project


Click on Sync to Calendar. This window will open. You have

the option to sync your Asana tasks

with your preferred Calendar


Click on Add Tasks by Email. This window will open. You can add a task by sending an email to a pre-assigned e-mail address with your Asana account


You can also customize

your tasks by choosing a highlight

color.


Asana provides a whole range of actions that provides working and collaborating on a project or a task a lot

easier.


You can do the following:

PrintUse as a TemplateExportArchive ProjectDelete Project


There is also a drop-down

menu to customize your view options


This is how the Task to

Do view option looks.


This is the

Calendar view


You also have the option to

view your task attachments in

one window. Click the

Attachments tab to do this.


To view Team

Conversations

click here.


This is the window for

Team Conversatio

ns


If you need more help in

Asana, you can access the

Help Menu by clicking the

? icon.


Here are the

Keyboard Shortcuts to make

your Asana

experience a lot easier.


Let us have a quick review of our Asana User

InterfaceThe core components of Asana

WORKSPACE PROJECT TASK sub-TASK Understanding this hierarchy will make using Asana

easier.


With Asana Project Management:

1. Your TEAMS, PROJECTS, TASKS and SUBTASKS are organized.

2. TEAM collaboration within a project/task is easier.

3. Time Management and monitoring is very convenient.

4. Quick retrieval of important documents/files for a project is possible because of file attachment options.

5. No need to maintain and check project/ task emails, it is now in one place.


With ASANA, It is TEAMWORK without

EMAILProject Management made easy

by ASANA

Presented by your seasoned Project Manager Relee Cruz of virtualreleecruz.wordpress.com

asana by virtual releecruz

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