Tutorial on How to use asana

Tutorial on How to Use Asana - www.marketinggemblog.wordpress.com

HOW TO USE ASANA

What is

Asana?

Asana is a web and mobile application

Designed to improve team collaboration in working for

a project

Get updated with tasks

you assigned to team

members

Asana enables you to save time

and effort

Conversation instead of

EMAILS

Previous project’s

tasking can be used for

future reference

In this tutorial you will learn:

How to sign up and log-in with AsanaHow to use its

workspace by creating tasks or projects

How to assign tasks to team membersHow to maximize its

features for team collaboration

Open web browser, type

www.asana.com

You will be directed to the

website

To register, type email

address

Open email to verify registration

Click Verify your email address

Click to confirm in your email inbox

If you register with personal email, you will need to

register with work email too

Enter a work email address

Verify registration in

your work email

Asana video presentation will

appear on the screen once you

successfully registered

Complete Profile then Click continue

Enter email address and password to

log-in

NOW LET’S START

EXPLORING!

First, we will update Profile

Shown here is your ASANA workspace

Your Dashboard

In the dashboard, you will find MY

It is where you can find all tasks that you created

There are 2 kinds of

projects that you can use with Asana

1. Personal Projects

Company Name

2. Company Projects

LET’S WORK ON PERSONAL PROJECTS

Company Name

Click “+“ to create a Project

We name the project “Creating Online Tutorials”

There are options when you click

the arrow

REMEMBER TO POPULATE

NECESSARY FIELDS

We now Add a Description of the Project

Click Create Project

Created project will appear in the Dashboard

You will have the List of task

You can start a conversation

Conversations

There is Calendar to track the

project

Calendar

Progress

Track progress of the project

Progress

Keep all attachments in the

Let’s add a Task

Task is to create Asana

tutorial

Click the button if you

assign a task to someone

This is personal so I will click Assign to Me

button

My profile picture shows, which means I will do the task

Pressing Enter after each task,

you can add another task

Add a task within this task,

Subtasks can have different assignees and

due dates

You may click if task is

completed c

Click to track time spent on

this task

Sign up with Harvest if you don’t have an account yet

Harvest is a paid account

You can start using a free 30-day trial

Click if task is completed

ATTACHING FILE TO THE TASK OR

PROJECT

There are different ways to

attach a worksheet in

TO ATTACH FILE FROM

COMPUTER

Click Attach From Computer

Click the file

File is now

attached

TO ATTACH A FILE FROM DROPBOX

OR GOOGLE DRIVE

You must sign-up with these portals

Dropbox and Google Drive can be your extension

in keeping files apart from computer

Click the file, then click Choose

These are other

functionalities in the task pane

NOW YOU CAN MONITOR

PROGRESS OF YOUR WORK

TEAM PROJECT

Click + button in PROJECTS

Click Create Project

Create tasks

Assign a member

Set a timeline in your calendar

Check progress of

Members can get updates and follow up by

utilizing conversation

feature

TASK IS CLEARED

IF COMPLETE

COMPANY PROJECTS

Update Company settings

My Company

Add membersMy

Company

Added members can

have full access to my

company projects

Contractors or interns can be invited as

They will have limited access of the

project

Company Project

Dashboard

Click to Invite people

Team conversation

pane My Company

My Company

Members can now view their

You can set a

recurring task in the

calendar

A file attached will be accessed also by

the member

Certain tasks can be made public to the company members

Click Invite as Guest for people

who are restricted for

specific project

Leaving it uncheck will

allow them to have full access to the Company

USE KEYBOARD SHORTCUTS TO

WORK EVEN FASTER

For more detailed

information, view Product

Asana Product Demo

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