how to use asana: your optimum task and project organizer

How

to Use

1 © Flor Angeles – How to Use Asana

What

is

Asana? 2 © Flor Angeles – How to Use Asana

3 © Flor Angeles – How to Use Asana

Asana is a web and

mobile application

designed to help

teams track their

work.

4 © Flor Angeles – How to Use Asana

It also improves team

collaboration.

5 © Flor Angeles – How to Use Asana

And another good

feature of Asana

is that

6 © Flor Angeles – How to Use Asana

it allows users to

manage projects

and tasks online

7 © Flor Angeles – How to Use Asana

without the use of

email and just create

8 © Flor Angeles – How to Use Asana

workspaces for each

team that contain

projects in which

9 © Flor Angeles – How to Use Asana

these projects have

tasks for the team to

work on.

10 © Flor Angeles – How to Use Asana

In each task, users

can add notes

comments,

11 © Flor Angeles – How to Use Asana

attachments and tags.

Users can follow

projects and tasks

12 © Flor Angeles – How to Use Asana

and when the status

of a project or task

changes

13 © Flor Angeles – How to Use Asana

the followers get

updates about the

changes in their inboxes.

14 © Flor Angeles – How to Use Asana

How to

Log In

to Asana? 15 © Flor Angeles – How to Use Asana

Before we

proceed

let me inform

you 16 © Flor Angeles – How to Use Asana

that you

have two

options to use

Asana 17 © Flor Angeles – How to Use Asana

either on its

website or by

downloading

its mobile app. 18 © Flor Angeles – How to Use Asana

For this

tutorial, we

will go directly

to the website 19 © Flor Angeles – How to Use Asana

Open your web

browser

20 © Flor Angeles – How to Use Asana

Look here in the

address bar

21 © Flor Angeles – How to Use Asana

Click inside the

bar

22 © Flor Angeles – How to Use Asana

Type in www.asana.com

and press Enter

23 © Flor Angeles – How to Use Asana

The home page appears

24 © Flor Angeles – How to Use Asana

Click on Log In

button

25 © Flor Angeles – How to Use Asana

This window will

appear

26 © Flor Angeles – How to Use Asana

There are two

ways you can

log in here,

either 27 © Flor Angeles – How to Use Asana

using Google

account or the

company email

which you’ve

registered 28 © Flor Angeles – How to Use Asana

Let’s log in using

Google account

29 © Flor Angeles – How to Use Asana

Click on Log In Using

Google button

30 © Flor Angeles – How to Use Asana

This window appears

31 © Flor Angeles – How to Use Asana

Click on Allow button

32 © Flor Angeles – How to Use Asana

A welcome window

will appear

33 © Flor Angeles – How to Use Asana

If you want to watch

the video, click here

34 © Flor Angeles – How to Use Asana

Or click on Continue

button

35 © Flor Angeles – How to Use Asana

You will be asked to

complete your profile

36 © Flor Angeles – How to Use Asana

If you’re done, just

click Continue

37 © Flor Angeles – How to Use Asana

You will also be

requested to enter email

of teammates

38 © Flor Angeles – How to Use Asana

39 © Flor Angeles – How to Use Asana

If you’re finished,

just click Continue

You can still

add your other

teammates’s

email 40 © Flor Angeles – How to Use Asana

located in your

Workspace.

Look for

the tab

Invite People. 41 © Flor Angeles – How to Use Asana

Enter team name

here

42 © Flor Angeles – How to Use Asana

Once completed, just

click Continue

43 © Flor Angeles – How to Use Asana

Please

take note

that your

team name 44 © Flor Angeles – How to Use Asana

is also

your

Workspace 45 © Flor Angeles – How to Use Asana

This is now your

Workspace

46 © Flor Angeles – How to Use Asana

As first time user,

you’ll notice a message

like this

47 © Flor Angeles – How to Use Asana

Just click

Skip these tips

48 © Flor Angeles – How to Use Asana

You view these tips

anytime by hovering

your mouse here

49 © Flor Angeles – How to Use Asana

Let’s take

a moment to

look at the

50 © Flor Angeles – How to Use Asana

different

menus found

in a

Workspace 51 © Flor Angeles – How to Use Asana

My Tasks lists all the tasks

assigned to you in a given

Workspace or Organization.

52 © Flor Angeles – How to Use Asana

My Inbox is your notification center

for Asana. It displays updates on

all projects in which you’re a member

and tasks that you follow or are

assigned within a given

Workspace or Organization.

53 © Flor Angeles – How to Use Asana

Search and Search Views allows you to

find any task, project, tag, person, or

team in your Workspace or

Organization

54 © Flor Angeles – How to Use Asana

My Dashboard provides a high-level

view of the progress and status of

projects you and your team are

working on, so you can stay on the

same page and quickly move

work forward.

55 © Flor Angeles – How to Use Asana

Team Conversations use to share

team-wide announcements, or talk

about the multiple projects at a time.

56 © Flor Angeles – How to Use Asana

Team Calendar are a great way for

projecting at your team check-in and

for senior managers to stay informed

on what your team is working on for

the days and weeks ahead.

57 © Flor Angeles – How to Use Asana

Projects are lists of tasks. Use a

project for a larger goal and a task for

an action someone on your team needs

to take in order to achieve the goal.

58 © Flor Angeles – How to Use Asana

Click this tab, you’ll see the

current Workspace you’re in

59 © Flor Angeles – How to Use Asana

1

2

If you want a new

Workspace, hover your

mouse here

60 © Flor Angeles – How to Use Asana

To change your Workspace

name, click here

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This will pop up, enter new

Workspace name here

62 © Flor Angeles – How to Use Asana

Then click Update

Wordpress button

63 © Flor Angeles – How to Use Asana

You can also invite new

team members by

clicking here

64 © Flor Angeles – How to Use Asana

Asana is

always free

for teams up

to 15 but 65 © Flor Angeles – How to Use Asana

when you

upgrade plan

you’ll have

more features

and teammates 66 © Flor Angeles – How to Use Asana

How to

Create

a Project? 67 © Flor Angeles – How to Use Asana

Click on the plus (+)

icon

68 © Flor Angeles – How to Use Asana

This window will

pop up

69 © Flor Angeles – How to Use Asana

70 © Flor Angeles – How to Use Asana

Enter

Project Name

71 © Flor Angeles – How to Use Asana

Click on

Create Project

72 © Flor Angeles – How to Use Asana

There goes your

first project!

Now let’s

create a

task 73 © Flor Angeles – How to Use Asana

74 © Flor Angeles – How to Use Asana

Click on Add Task

button

75 © Flor Angeles – How to Use Asana

Enter specific task

here

76 © Flor Angeles – How to Use Asana

To add another task,

click here

You can

actually add

as many tasks

as needed 77 © Flor Angeles – How to Use Asana

You can also add

task description here

78 © Flor Angeles – How to Use Asana

79 © Flor Angeles – How to Use Asana

If you need to make

Subtasks, click here

Subtasks use

to break up

the work of

task into 80 © Flor Angeles – How to Use Asana

smaller

parts, or to

help divide

up the work 81 © Flor Angeles – How to Use Asana

among

multiple

people by

assigning

them. 82 © Flor Angeles – How to Use Asana

83 © Flor Angeles – How to Use Asana

Click here if you want

to use a tag

Tags allow

you to give

tasks

additional

context 84 © Flor Angeles – How to Use Asana

or to group

similar tasks

for easy

viewing.

85 © Flor Angeles – How to Use Asana

You might

use a

tag

to track 86 © Flor Angeles – How to Use Asana

the state

of a

task

e.g. “Needs 87 © Flor Angeles – How to Use Asana

88 © Flor Angeles – How to Use Asana

If you have any

attachment, click here

There is a

100MB per

file limit for

attachments. 89 © Flor Angeles – How to Use Asana

For larger file,

consider

attaching from

Dropbox or

Google Drive 90 © Flor Angeles – How to Use Asana

91 © Flor Angeles – How to Use Asana

To show your gratitude

for the task, click here

Heart is to

say thanks,

give a

thumbs up, or

92 © Flor Angeles – How to Use Asana

93 © Flor Angeles – How to Use Asana

vote for a

task. Why

“like” when

you can ?

This time

we will going

to assign

a task 94 © Flor Angeles – How to Use Asana

95 © Flor Angeles – How to Use Asana

Click on Unassigned

button

96 © Flor Angeles – How to Use Asana

This will display the team

members name here

Since there’s

only one

member on this

tutorial, me , 97 © Flor Angeles – How to Use Asana

I will then

assign the

task to

myself 98 © Flor Angeles – How to Use Asana

99 © Flor Angeles – How to Use Asana

Now you can see my

name here

100 © Flor Angeles – How to Use Asana

Let’s add a due date to

the task, click here

101 © Flor Angeles – How to Use Asana

You can also add extra

information or questions

here

102 © Flor Angeles – How to Use Asana

Shown here are the time

for each completed action

103 © Flor Angeles – How to Use Asana

To add followers to a

task, click here

Followers

include the

name of the

team members. 104 © Flor Angeles – How to Use Asana

Added members

will receive

updates about

the assigned

task. 105 © Flor Angeles – How to Use Asana

106 © Flor Angeles – How to Use Asana

There you have it! Your

first task!

Let’s assumed

that the task

is already

accomplished 107 © Flor Angeles – How to Use Asana

108 © Flor Angeles – How to Use Asana

Click on the check

mark icon

The task will now

disappear in the

task pane

109 © Flor Angeles – How to Use Asana

The green check mark

indicates that the task is

completed

110 © Flor Angeles – How to Use Asana

We’re done

with the basics

of Asana.

And you can 111 © Flor Angeles – How to Use Asana

still explore on

other menus

and try to

use them. 112 © Flor Angeles – How to Use Asana

We are what we

repeatedly do.

Excellence, therefore,

is not an act but a habit.

- Aristotle

114 © Flor Angeles – How to Use Asana

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