Download - ASANA Tutorial
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?
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Maybe, a lot!
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Stop working out of email – get into
Asana
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Four Simple Reasons
TASKS
Create tasks for work you plan to do or need
a teammate to do, instead of sending an
PROJECTS
Organize your tasks into shared projects for
your initiatives, meetings and lists
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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
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Four Simple Reasons
In this tutorial, I will
sho ou….
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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
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© heartiequeen.wordpress.com | Your Virtual Professional Partner
On this presentation,
we will navigate
through its website
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Asana works best on compatible
browsers
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Open
www.asana.com in
your web browser
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Open your email account and verify
your email address
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Asana will ask you to
complete your profile
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Asana will ask for emails of team
members
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These could be updated in the Project
Section of the tool
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Click the check button to continue
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Your team name is also your
workspace
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Projects
Pane
Tasks
Pane
Tasks Details
Pane
Different sections
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My Tasks is your view of all the tasks assigned
to you in a given workspace
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All items showing Tasks and
Conversations
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Notice these options when you click
here
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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
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When you click on the Workspace Settings option, this
pop-up window will display and gives option to rename
your workspace
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By clicking on the Members tab gives you the option to
add members to your workspace
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You can add up to 15 members with the basic/ FREE
Asana account
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Add members by entering the email address of your
team members
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Then, click Send Invite for your team members to receive
an email invite to join your Workspace
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The Advanced tab displays the list of App
integrations
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Tick the box to enable Asana to integrate with
Harvest time-tracking software
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Let’s e plore My Profile
Settings
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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
Getting familiar with My Profile Settings Tab
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TO EMAIL Sets your communication preference by choosing which email you
want to receive reminders, activity and dashboards messages
Getting familiar with My Profile Settings Tab
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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
Getting familiar with My Profile Settings Tab
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ACCOUNT This option provides you to change your password and even
deactivate account
Getting familiar with My Profile Settings Tab
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THEMES Personalize your
workspace by
customizing your
theme feature
Getting familiar with My Profile Settings Tab
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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.
Getting familiar with My Profile Settings Tab
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HACKS Asana development team
are working on to
develop and provide
more features to
Asana users
Getting familiar with My Profile Settings Tab
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Click the + sign to Create a Project
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Enter a Project Name and click Create Project
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Your Project will now have a task description
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Let’s ap out the tea ’s ork assig i g the tasks
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Click on the Unassigned button to display your
team members name and choose your assignee
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Type here for some notes, details or questions
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Click the Due Date (or Tab+D) to set deadline
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Click the Due Date in the calendar
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You can add Subtasks by clicking the icon or type
Tab+S
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© heartiequeen.wordpress.com | Your Virtual Professional Partner
You can also assign a due date to a subtask
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A subtask can also be assigned to a particular
team member
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Add notes and comments within a subtask
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Tick the box when a subtask is completed
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Notice that a Task is marked as complete once a subtask
is completed
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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.
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Add Attachments (if any) on below sources
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You can show your support for a task when you
click on the heart icon
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Monitor the time spent on a task with Harvest
Time Tracking integration features
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Harvest is a Time app integrated with Asana task
pane
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Click on the try Harvest free now to start your
free 30-day trial
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Click on the timer icon each time you start on
your task for your time to be recorded and
monitored on Harvest
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© heartiequeen.wordpress.com | Your Virtual Professional Partner
With the many features
of Asana, Project
Management has never
been easier
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On the task details pane, click on the
dropdown arrow to display additional
actions
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Cli k o the + i o to add follo ers to a task and the name of the team member will appear
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Add them and
they will
receive
updates about
the task
assigned
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On the tasks pane, click on the dropdown
arrow to display additional actions
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Click on Sync to Calendar for an option to sync
your task with your preferred calendar
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Click on Add Tasks by Email so you can add
a task by sending an email to a pre-assigned
email address
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Customize your task by choosing a
highlight color
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You can do more like print, use as a template
(copy project), export, archive project or delete
project
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There is also a dropdown menu to customize
your view options
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© heartiequeen.wordpress.com | Your Virtual Professional Partner
View your task
attachments in one
window by clicking the
Attachments tab
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Cli k the ? to a ess the Help Me u
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Asana provides a whole
range of actions that provides
working and collaborating on
a project or a task a lot easier
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https://asana.com/guide/videos
Watch the videos for more
detailed tutorial
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https://asana.com/apps
Connect the tools you use
in Asana
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https://blog.asana.com/
Asana Blog