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Kicking off Asana
Meet Asana Asana makes it easy for us to collaborate and accomplish our goals.
Asana is how we track
who is doing
You won’t have to spend
SOURCE: MCKINSEY GLOBAL INSTITUTE, “THE SOCIAL ECONOMY”
12 hours of your week answering Email
8 hours of your week hunting down internal information
6 hours of your week communicating back and forth with stakeholders
It’s powerful and intuitive
Tasks A task is a piece of work that we need to do. When it’s done we simply mark it complete. With tasks, you can:
• Add an assignee
• Set a due date
• Provide a description
• Upload attachments
• Loop in followers
Projects Projects are flexible collections of tasks that let us build workflows and track our progress across tasks.
Conversations Conversations are threads of communication between all team or project members.
Let’s brainstorm video ideas
How we use Asana
When to use Asana
Instead of an email, create a task when you:
• Have a question
• Have a request
• Need a piece of work done
• Have information to store for future reference
Instead of a meeting, create a conversation when you:
• Have an announcement to make
• Need to have a discussion with all project members
• Need to have a discussion with all team members
Start your day in My Tasks
My Tasks shows you all the tasks you’ve been assigned.
• Mark new tasks for Today, Upcoming, or Later.
• Take a look at the tasks in your Today section and manage expectations on what you will complete today
and what you’ll have to put off for later.
• Start marking tasks off!
V Etiquette and conventions
Provide context in the description, check the
assignee’s My Tasks, and set reasonable due dates.
Provide context & workflow instructions in description, use sections, set a project
owner and due date.
Tasks or Projects beginning with “[TEMPLATE]” are to be
copied and not directly edited.
Be mindful of noise and over communication. @mention any relevant projects, tasks
NO BLUE, NO RED
Keep your My Tasks list up to date by triaging new tasks and adjusting due dates on
Let the assignee know there is a parent task in the
description and don’t go deeper than two levels.
Learn more about Asana
Task me a question If you have a question, assign me a task for it and I’ll get you an answer.
Asana Guide Orientation Video Learn best practices and how
to use key features.
Learn the basics of using Asana in 30 minutes.
If you need help