collaborate with your team using asana

136
Collaborate With Your Team Using ASANA www.tincredible.com

Upload: kristine-grace-gerongco

Post on 12-Jan-2017

99 views

Category:

Small Business & Entrepreneurship


0 download

TRANSCRIPT

Collaborate With Your

Team Using ASANA

www.tincredible.com

is a project management tool,

2 www.tincredible.com

a web and mobile application

designed to help teams

3 www.tincredible.com

track their work ang get results

4 www.tincredible.com

From tasks and projects to

conversations and notifications,

5 www.tincredible.com

Asana enables teams to move

work from start to finish.

6 www.tincredible.com

Open you browser

7 www.tincredible.com

Type Asana.com

8 www.tincredible.com

Hit Enter!

9 www.tincredible.com

Welcome to Asana!

10 www.tincredible.com

Create Your

Organization

11 www.tincredible.com

Enter your email address

12 www.tincredible.com

Click Get Started

13 www.tincredible.com

Verify your Email

14 www.tincredible.com

Open the Email from Asana

15 www.tincredible.com

Click

Verify Your Email Address

16 www.tincredible.com

Watch the Introduction Video

17 www.tincredible.com

Click Continue

18 www.tincredible.com

Now, Let's Create a Profile!

19 www.tincredible.com

Enter your Name

20 www.tincredible.com

Enter you Company Name

21 www.tincredible.com

Enter Your Email Address

22 www.tincredible.com

Enter Your Password

23 www.tincredible.com

Click Continue

24 www.tincredible.com

Perfect!

Now, Let's Create a Team!

25 www.tincredible.com

Enter your teammates' email

address

26 www.tincredible.com

I added 3 Members

27 www.tincredible.com

Click Continue

28 www.tincredible.com

When you sign up for

Asana with your work

email address,

29 www.tincredible.com

teammates who sign up

with the same email domain

30 www.tincredible.com

will be instantly added to

your Organization,

31 www.tincredible.com

so you can all work together.

32 www.tincredible.com

Welcome to your Dashboard

33 www.tincredible.com

These are your team

members

34 www.tincredible.com

Add Tasks

35 www.tincredible.com

TASKS

are the basic unit of work in Asana

36 www.tincredible.com

TASKS

and can be things you own,

37 www.tincredible.com

TASKS

need to get done,

38 www.tincredible.com

TASKS

want to remember,

39 www.tincredible.com

TASKS

or need someone else to do.

40 www.tincredible.com

Click Add Task

41 www.tincredible.com

Create a Task

42 www.tincredible.com

By Default, the task is

private to you

43 www.tincredible.com

Click Public to allow

everyone to view the task

44 www.tincredible.com

Assign Due Date

45 www.tincredible.com

Choose your Desired Due

Date

46 www.tincredible.com

Click OK

47 www.tincredible.com

Click here to Add Tag

48 www.tincredible.com

Click here to Add Sub Task

49 www.tincredible.com

SUBTASKS

break tasks into smaller parts.

50 www.tincredible.com

SUBTASKS

When tasks are complicated

51 www.tincredible.com

SUBTASKS

or more than one person is

responsible,

52 www.tincredible.com

SUBTASKS

create subtasks.

53 www.tincredible.com

Add Sub Tasks

54 www.tincredible.com

You can also schedule due

date to subtasks

55 www.tincredible.com

or assign the task to other

members

56 www.tincredible.com

Let's Assign the task!

Click here.

57 www.tincredible.com

Enter the name or email

address you want to assign the

task

58 www.tincredible.com

Add comments and

instructions by clicking here

59 www.tincredible.com

Add Attachment here

60 www.tincredible.com

Add Comments, Feeedbacks

and Instructions here

61 www.tincredible.com

You can also add followers

to the task

62 www.tincredible.com

By adding them, they will be

receiving notifications

63 www.tincredible.com

You can now view the task

in your calendar

64 www.tincredible.com

Click My Tasks

65 www.tincredible.com

You can Monitor all your

tasks here

66 www.tincredible.com

Click the Check Icon when

you're done with a task

67 www.tincredible.com

Click here to view the

completed tasks

68 www.tincredible.com

Click Completed Tasks

69 www.tincredible.com

Manage Projects

70 www.tincredible.com

PROJECTS

are lists of tasks.

71 www.tincredible.com

PROJECTS

Group tasks into projects for your

latest initiative,

72 www.tincredible.com

PROJECTS

high-level goals, ideas, meeting

agendas, etc.

73 www.tincredible.com

Use projects to

organize a list of

tasks

74 www.tincredible.com

to share with your

team.

75 www.tincredible.com

Click the “+” icon

76 www.tincredible.com

Select Project

77 www.tincredible.com

Enter Project Name

78 www.tincredible.com

Click here to add Description

79 www.tincredible.com

Enter Description

80 www.tincredible.com

Select Project Privacy

81 www.tincredible.com

Click Create Project

82 www.tincredible.com

Lets add Project Sections

83 www.tincredible.com

SECTIONS

categorize and group tasks within a

project.

84 www.tincredible.com

SECTIONS

When projects contain several

tasks

85 www.tincredible.com

SECTIONS

or your workflow has many stages

or steps,

86 www.tincredible.com

SECTIONS

creating Sections helps you stay on

top of your work.

87 www.tincredible.com

SECTIONS

You can move tasks between

Sections right from the task.

88 www.tincredible.com

Put your Mouse Pointer on

top of Add Task box

89 www.tincredible.com

The Add Section Box will

appear

90 www.tincredible.com

Click Add Section

91 www.tincredible.com

New Section was added

92 www.tincredible.com

Click the Section to Rename

93 www.tincredible.com

Add Tasks under Week 1

Section

94 www.tincredible.com

Now that we have a list of

tasks,

95 www.tincredible.com

Lets assign to team

members

96 www.tincredible.com

Click the icon

97 www.tincredible.com

Enter the name or Email

Address of the team member

98 www.tincredible.com

Add Due Date, Comments,

Files or Subtasks

99 www.tincredible.com

Continue until you complete

assigning the project

100 www.tincredible.com

Now that we have

a List,

101 www.tincredible.com

Let's Communicate

with the Team

102 www.tincredible.com

CONVERSATION use when you want to have a discussion about

multiple tasks,

103 www.tincredible.com

CONVERSATION kick off a project, talk about progress, or

brainstorm.

104 www.tincredible.com

Click Conversations

105 www.tincredible.com

Click here to Create a Post

106 www.tincredible.com

Input Subject and start a

conversation

107 www.tincredible.com

Click Post

108 www.tincredible.com

Click here to attach file and

mention a member

109 www.tincredible.com

PROJECT

CALENDAR

this allows your team to view list of tasks and

due dates

110 www.tincredible.com

Click Calendar

111 www.tincredible.com

Yo can now view all the

tasks and due dates

112 www.tincredible.com

PROJECT

PROGRESS this allows your team to keep track of the

status of the project

113 www.tincredible.com

Click Progress

114 www.tincredible.com

This is the Project Progress

Report

115 www.tincredible.com

PROJECT FILES

this allows your team to view all attachments

and files in the project

116 www.tincredible.com

Click Files

117 www.tincredible.com

Favorites if you are working in projects associated with

more than one Team,

118 www.tincredible.com

Favorites

this is particularly useful.

119 www.tincredible.com

Click the Star Icon to save

the Project in Favorites

120 www.tincredible.com

The Project is now in Favorite

Section for wasy access

121 www.tincredible.com

Color Coding

Color-code your projects to associate

tasks

122 www.tincredible.com

Color Coding with projects at a glance and find

projects quickly in the sidebar.

123 www.tincredible.com

Click the Dropdown menu

124 www.tincredible.com

Set Color for the Projects

125 www.tincredible.com

The Project is now coded

Red

126 www.tincredible.com

INBOX

is your notification center

127 www.tincredible.com

INBOX

displays updates on all projects you’re

a member of

128 www.tincredible.com

INBOX

and tasks that you follow

129 www.tincredible.com

INBOX

or are assigned within a given

Workspace or Organization

130 www.tincredible.com

Click My Inbox

131 www.tincredible.com

This is you're inbox

132 www.tincredible.com

So that's the

Basics of Using

ASANA

133 www.tincredible.com

You can now start

collaborating with

your Team

134 www.tincredible.com

and achieve your

Team Goals!

CONGRATULATIONS!

135 www.tincredible.com

136 www.tincredible.com