asana by virtual releecruz
TRANSCRIPT
Project ManagementRelee Cruz * virtualreleecruz.wordpress.com * [email protected]
ASANA
The GUIDE to
Table of Contents:1. What is Asana?2. Getting started with Asana3. The Asana user interface and
functions keys4. Asana features5. Asana terms6. The benefits of using Asana
Relee Cruz * virtualreleecruz.wordpress.com * [email protected]
Relee Cruz * virtualreleecruz.wordpress.com * [email protected]
What is Asana?It is a web and mobile application
designed to enable teamwork without email. Asana was built to improve productivity of teams and
increase the potential output of every team’s effort.
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Upon clicking
“Sign Up Using Google”
You will be redirected to
your Google account log-in
page,
Choose the Google account
you wish to use with
Asana
Enter your Google account password
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Hit Sign in
You will then be redirected to this
page.Click the Accept
button to authorize Asana with your Google
accountRelee Cruz * virtualreleecruz.wordpress.com * [email protected]
Another authorizatio
npage will display,
clickAccept
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Welcome to AsanaClick on Continue
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Complete your profile details then
click to proceed
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Then click to proceed
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Invite your team
members by
entering their email address on the email
fields
Let us explore
the Asana dashboard
items Relee Cruz * virtualreleecruz.wordpress.com * [email protected]
Click on “All Items”and it will display All Tasks and Conversations
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When you click on “Deleted Items”All your deleted tasks and conversations
will display
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Click on “My Tasks” to display your task
list
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If you have tasks this area will be
populated
You also have your INBOX in Asana. It contains updates and notifications about
the items you are followingRelee Cruz * virtualreleecruz.wordpress.com * [email protected]
Let us continue to explore the other parts of Asana.
Remember a while ago, that we gave a name to your
team, your team’s name is also your “Workspace”
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1. Click on this icon to display the dropdown menu
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2. Your Workspace name will
display and the
Workspace Settings option
3. Click on Workspace
Settings option and let us explore
this menu.
When you click on Settings this pop-up window will
display. This gives you the option to rename your
workspace.Relee Cruz * virtualreleecruz.wordpress.com * [email protected]
Relee Cruz * virtualreleecruz.wordpress.com * [email protected]
Clicking on the Members tab, will open the members area, this 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 e-mail address of your team members.
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After entering the e-mail address of your team members, click
Send Invite. Your team members will receive an e-mail invite to join
your Asana Workspace.
The Advanced tab is also located on the workspace settings menu.
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The Advanced tab displays the list of App integrations you can
use with Asana.
To enable App IntegrationTick the box before the App name and it will enable the App and integrate it with
AsanaRelee Cruz * virtualreleecruz.wordpress.com * [email protected]
Those are all the options under the Workspace
Settings Menu.
Let us move into the other menu options.
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Relee Cruz * virtualreleecruz.wordpress.com * [email protected]
Let us now explore the My Profile Settingsmenu
My Profile SettingsI t has 7 tabs1. Profile2. To Email3. From Email4. Account5. Themes6. Apps7. HacksRelee Cruz * virtualreleecruz.wordpress.com * [email protected]
Profile tab
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Edit your name, add your profile photo,
tell something about yourself, you can do it all
here.Here you can also set
yourself as away when you tick the vacation indicator.
Click on Update Profileto save the changes.
“To Email”Tab
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Set your communication preference here. Choose the email where you want to
receive reminders, activity and dashboards messages. You can add and
remove e-mails here.
“From Email”Tab
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Set your e-mail sending preference here. Choose the email you want to use as your address when sending e-mails.
This is where you will find the option to
Deactivate your Asana account
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“Account”Tab
“Themes”Tab
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Personalize your Asana workspace, customize it
with the theme you
want.
“Apps” Tab
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This is where you can see all the Apps you
have authorized with Asana, you can activate apps
here too.
“Hacks”Tab
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Here you will find the “Hacks” that
the Asana development team are working on to
provide more features to Asana
users.
Let us pause for a recap.
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What have we learned?1. Setting up your Asana account2. Creating your first workspace3. Explored the workspace settings
menu4. Familiarized with the profile settings
options. Let us proceed to exploring Asana.
What if you want to create a new workspace?
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1. Click on the workspace name, the dropdown menu will display
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2. Click on More, a new menu
will open
This window
will openRelee Cruz * virtualreleecruz.wordpress.com * [email protected]
Fill up the required fields
then click Create
Workspace
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Creating your new Workspace
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Your new workspace is now
listed here
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Let us now proceed in creating
Asana Projects
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Creating Asana Project
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Click Get started with a project
Set your workspace Privacy settings
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Your Project Name
will display here
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Your Project overview will display here
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Now you have your first Project
Your Project will now have a Task
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Relee Cruz * virtualreleecruz.wordpress.com * [email protected]
You can now
assign the task to
your team members
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Click on the Unassigned
button, the name of your team
members will display, now choose your
assignee
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Now assign a due date for the task
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An Asana TASK can
also have a sub-taskunder it
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To create a sub-task click this icon or type
Tab+S
Now you have a PROJECT a TASK a sub-TASK
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You can also
assign a due
date to a
sub-task
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Relee Cruz * virtualreleecruz.wordpress.com * [email protected]
A sub-task can also be
assigned to a
particular team
member
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Notes and Comments
can also be added within the sub-task
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Once a sub-task is completed
you can also mark it as
complete by ticking the box before
the sub-task name
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A sub-task can be marked as
complete on its own. You can mark a Task complete by
ticking the box before the Task
name.
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With Asana you can also attach files within the task
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You can attach files in 4 ways:
1. Attach from computer
2. Attach from Dropbox
3. Attach from Google Drive
4. Attach from Box
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You can show your support for a task when you click on
the heart icon
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Monitoring time spent on task is very easy with Asana with its timer
integration features
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Click on the Timer icon to start tracking time spent on
a task
Harvest is a Timer App integrated with the
Asana task pane
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Relee Cruz * virtualreleecruz.wordpress.com * [email protected]
Create a free
Harvest account by clicking the
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One you have set-up your Harvest account, always
click the Timer icon each time you
start on a task for your time to be recorded and monitored on
Harvest.
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With the many features of Asana Project
Management has never been easier.
Let us explore the rest of the function keys found
on Asana user interface...
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Click on the drop-down
arrow on the right to display
additional Asana actions
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These actions are:1. Delete Task2. Delete Selected
Subtask3. Make a copy4. Convert to a Project5. Print6. Merge Duplicate
Tasks7. Full Screen
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Using TAGS is among Asana’s
features. Click the Tags icon
or press Tab+T
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Tags are used for filtered views of tasks across projects.
Use the search bar and enter the tag name,
it will return a list of tasks bearing the same tag.
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In Asana followers can be added to a task. Click on the + icon, the name of the team members will display. Add them and they will receive updates
about the task.
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Let us explore the rest of the Asana function keys and
menus.
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Click on the drop-down
arrow on the left to display another set of
additional Asana actions
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These actions are:1. Sync to Calendar2. Add Tasks by
Email3. Print4. Use as a
Template5. Set Highlight
Color6. Export7. Archive Project8. Delete Project
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Click on Sync to Calendar. This window will open. You have
the option to sync your Asana tasks
with your preferred Calendar
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Click on Add Tasks by Email. This window will open. You can add a task by sending an email to a pre-assigned e-mail address with your Asana account
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You can also customize
your tasks by choosing a highlight
color.
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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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You can do the following:
PrintUse as a TemplateExportArchive ProjectDelete Project
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There is also a drop-down
menu to customize your view options
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This is how the Task to
Do view option looks.
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You also have the option to
view your task attachments in
one window. Click the
Attachments tab to do this.
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To view Team
Conversations
click here.
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This is the window for
Team Conversatio
ns
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If you need more help in
Asana, you can access the
Help Menu by clicking the
? icon.
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Here are the
Keyboard Shortcuts to make
your Asana
experience a lot easier.
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Let us have a quick review of our Asana User
InterfaceThe core components of Asana
WORKSPACE PROJECT TASK sub-TASK Understanding this hierarchy will make using Asana
easier.
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With Asana Project Management:
1. Your TEAMS, PROJECTS, TASKS and SUBTASKS are organized.
2. TEAM collaboration within a project/task is easier.
3. Time Management and monitoring is very convenient.
4. Quick retrieval of important documents/files for a project is possible because of file attachment options.
5. No need to maintain and check project/ task emails, it is now in one place.
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With ASANA, It is TEAMWORK without
EMAILProject Management made easy
by ASANA
Presented by your seasoned Project Manager Relee Cruz of virtualreleecruz.wordpress.com