how to use asana

How To Use AsanaProject Management App

theultimatevaresource.wordpress.com Mary Grace May E. Dimailig ©2015

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First things first.


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What is Asana?


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• Asana (/əˈsɑːnə/) is a web and mobile application designed to enable teamwork without email.

Source: Wikipedia


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Who created Asana?

• Asana was founded by Facebook co-founder Dustin Moskovitz and ex-engineer Justin Rosenstein, who both worked on improving the productivity of employees at Facebook.


Source: Wikipedia

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Let’s get to know them a little bit more.

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Dustin Moskovitz

Born May 22, 1984 (age 31)Gainesville, Florida, U.S.

Nationality American

Alma mater Harvard University

Known for Co-founder of Facebook (2004); world's youngest self-made billionaire (2012)


Source: Wikipedia

http://en.wikipedia.org/wiki/Gainesville,_Florida

http://en.wikipedia.org/wiki/United_States

http://en.wikipedia.org/wiki/Harvard_University

8theultimatevaresource.wordpress.com Mary Grace May E. Dimailig ©2015

Justin Rosenstein

Rosenstein circa 2011

Born Justin Michael RosensteinMay 13, 1983 (age 32)Alameda County, California, U.S.

Alma mater Stanford University

Occupation Software programmer, entrepreneur

Known for Co-founder of Asana

Source: Wikipedia

http://en.wikipedia.org/wiki/Alameda_County,_California

http://en.wikipedia.org/wiki/Alameda_County,_California

http://en.wikipedia.org/wiki/Stanford_University

http://en.wikipedia.org/wiki/Stanford_University

http://en.wikipedia.org/wiki/Asana_(software)

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So, what can Asana do?


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• Main user focus is to plan and manage projects and tasks online without the use of email providing each team a workspace.


Source: Wikipedia

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• Workspaces contain projects, and projects contain tasks.


Source: Wikipedia

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• In each task, users can add notes, comments, attachments, and tags.


Source: Wikipedia

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• Users can follow projects and tasks, and, when the state of a project or task changes, followers get updates about the changes in their inboxes.


Source: Wikipedia

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Doesn’t it sound like a powerful tool?


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Let me also add:


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Asana is a cloud-based application.


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For desktop users, there is no need to download anything.


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You don’t need to worry about it taking space in your computers.


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Excited to try it yet?


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Let me show you the step-by-step process.


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Make sure to follow along.


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Let’s get started!


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The very first step is to create an account in Asana.

Go to Google.com.


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Type “Asana”.


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Hit Enter.


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This will appear.


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Click this link.


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This is the official home page.


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There are two ways to access Asana.


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You can sign in either sign using Google or register using your company email.


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Let’s register using a sample company email account.


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Type the company email account in the field below.


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Click “Get Started FREE.”


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This popup will appear.


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You will receive an activation email from Asana.


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Click the activation link to verify your email address.


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You will automatically be redirected to a new browser window like the one below.


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You can watch the short demo video by clicking the play button.


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Once done, or if you choose not to watch the demo video, click Continue.


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This screen will appear.


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Populate each field.


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Type your full name.


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Type your company name.


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Type your work email.


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You may add a personal email.


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Input a password.


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You can add a photo by clicking on “Add Photo.”


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Let’s skip adding a photo for now.


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Click the arrow right button to proceed.


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The next screen will prompt you to add a team mate’s email.


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Just enter the email in the fields below.


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It is possible to skip this step so let’s skip it for now.


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Click the arrow right button to proceed.


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This is your Asana dashboard.


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If you are using Asana for the first time, there will be some balloons that provides helpful tips like this.


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Just click on the X to close the tip.


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Before we proceed, let me give you a quick overview of some important terms.


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Task

• Tasks are the basic unit of work in Asana. Each task represents work you need to get done, want someone else to do, or want to remember.


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Projects

• Projects are lists of tasks. Create projects for your latest initiative (ie. Website Launch), quarterly goals, sharing ideas, meeting agendas, or any work that requires many tasks or teammates.


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Teams

• Teams are groups of people that work together on tasks and projects. Teams can be any group that you work with: Engineering, Marketing, Design, Recruiting, and so on. Teams are part of Asana Organizations for your entire company.


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Organizations

• Organizations are the highest level of hierarchy for your business; they are associated with your business’s email account and include all teams.


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Workspace

• A Workspace is a collection of people and the projects and tasks they work on together.


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You can see your current workspace on the upper right hand side of the screen.


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The owner of the workspace is shown by the initials.


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Click on the initials to see other workspaces.


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The current workspace you’re on will be highlighted and show a check mark.


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Let’s now create a project.


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Let’s say, I want to have a project for my website’s social media management.


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Click on the + sign on the right of PROJECTS.


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This pop-up will appear.


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Enter the project name.


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Click Create Project.


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The dashboard will now show the new project.


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Let’s create a specific task.


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Click on the first line which shows “Add the first task here.”


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Type the specific task.


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To add another task, press Enter or just click on the next line.


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Type the next task in this line.


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You can type as many tasks as needed.


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You can add a description to the task.


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Now let’s assign the task to a specific person.


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To do this, hover your mouse to the “Unassigned button”.


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The people who have access in the workspace will show in the dropdown.


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Since there is no one else yet in this workspace, I will assign it to myself.


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You can add a specific due date for the task by clicking “Due Date.”


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Select the date from the calendar that will pop up.


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You can also add a specific time after selecting the date by clicking “Add a time.”


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Select the desired time you want from the dropdown.


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You have just made your first task!


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This is how it looks like.


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You can see when and what time a specific task is due.


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One cool thing about Asana is that every action has a time stamp as in the below.


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You can add comments on a specific task by typing in the comments field.


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Let’s say that you are already done with the task.


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We can simply mark the task as completed by clicking the small box to the left of the task.


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A check mark and a remark will show that the task is already completed.


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The task will also disappear in the lists of the tasks.


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If the task is complicated, you can add Subtasks by clicking on this button.


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You can add attachments such as photos and documents to a specific task by clicking this button.


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There are so many other features of Asana.


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You can additional team members by clicking on the “Member” button.


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Just enter the email addresses of your team members in the field.


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And there you have it! The basics of Asana!


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Additional information can be found on Asana’s official website.

http://www.asana.com/


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I hope you enjoyed this tutorial.


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You can get more by visiting my site.


https://theultimatevaresource.wordpress.com

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Thank you for reading!


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One last treat for you:

how to use asana

Small Business & Entrepreneurship

mary grace

founder of asana source

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justin rosenstein rosenstein

cofounder of facebook

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justin michael rosenstein

ex engineer justin rosenstein