asana tutorial

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1

DISCOVER

WITHOUT

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How much time do you

spend writing?

How much time do you

spend responding to

emails?

How do you measure if

certain tasks are actually

being done and

accomplished based on

project timeline?

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Maybe, a lot!

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The …

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Take your team to the

e t le el…

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Stop working out of email – get into

Asana

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Four Simple Reasons

TASKS

Create tasks for work you plan to do or need

a teammate to do, instead of sending an

email

PROJECTS

Organize your tasks into shared projects for

your initiatives, meetings and lists

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COMMENTS

Keep conversations with tasks, instead of

scattered across email

INBOX

Never read a status email again; get

automatic updates about tasks that matter

to you

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Four Simple Reasons

Your tea ’s ork i one place

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In this tutorial, I will

sho ou….

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How to sign-up and/ or login

How to create projects and tasks

How to assign tasks to

teammates

How to navigate to the

website tool and familiarize

its features

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You have 2 options to

use Asana

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Through its website

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Download its mobile

app

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On this presentation,

we will navigate

through its website

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Asana works best on compatible

browsers

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Open

www.asana.com in

your web browser

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Here’s A“ANA’s ho epage

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Click Sign Up Using Google

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Click Accept

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A thank you note will appear

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Open your email account and verify

your email address

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A Welcome message from Asana

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Click Continue

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Asana will ask you to

complete your profile

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Let’s Add Photo

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Select a Photo

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Click Open

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Asana will ask for emails of team

members

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These could be updated in the Project

Section of the tool

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Click Forward

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E ter Your Tea ’s Na e

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Click the check button to continue

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Your team name is also your

workspace

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Your Asana account is now up!

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Projects

Pane

Tasks

Pane

Tasks Details

Pane

Different sections

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This is the Search box

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Advanced Search

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My Tasks is your view of all the tasks assigned

to you in a given workspace

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My Dashboard

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My Inbox

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All items showing Tasks and

Conversations

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Your teammates

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Projects Section

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Notice these options when you click

here

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Let’s e plore ore options

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1. Click on this icon to

display the dropdown

menu

2. Your Workspace

name displays the

Workspace Settings

option

3. Click on Workspace

Settings option to

explore this menu

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When you click on the Workspace Settings option, this

pop-up window will display and gives option to rename

your workspace

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By clicking on the Members tab 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 email address of your

team members

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Then, click Send Invite for your team members to receive

an email invite to join your Workspace

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The Advanced tab displays the list of App

integrations

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Tick the box to enable Asana to integrate with

Harvest time-tracking software

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Let’s e plore My Profile

Settings

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PROFILE • Add/change/ clear

profile photo

• Introduce yourself on

the A out Me portion

• Tick the Vacation

Indicator to show

your away status

• Click Update Profile

Getting familiar with My Profile Settings Tab

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TO EMAIL Sets your communication preference by choosing which email you

want to receive reminders, activity and dashboards messages

Getting familiar with My Profile Settings Tab

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FROM EMAIL Sets your email sending preference on which you want to use as your

email address when creating tasks and conversations to team

members in your workspace

Getting familiar with My Profile Settings Tab

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ACCOUNT This option provides you to change your password and even

deactivate account

Getting familiar with My Profile Settings Tab

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THEMES Personalize your

workspace by

customizing your

theme feature

Getting familiar with My Profile Settings Tab

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APPS This is where you can see all the apps you authorized with Asana connect.

Here, you can also allow Asana to integrate with external

applications.

Getting familiar with My Profile Settings Tab

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HACKS Asana development team

are working on to

develop and provide

more features to

Asana users

Getting familiar with My Profile Settings Tab

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Creating a Project

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Click the + sign to Create a Project

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Enter a Project Name and click Create Project

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Now you have your first Project

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Let’s Create a Task

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Your Project will now have a task description

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Let’s ap out the tea ’s ork assig i g the tasks

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Click on the Unassigned button to display your

team members name and choose your assignee

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Type here for some notes, details or questions

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Click Comment

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Select a team member

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The name of the member appears

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Click the Due Date (or Tab+D) to set deadline

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Click the Due Date in the calendar

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You can add Subtasks by clicking the icon or type

Tab+S

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You can also assign a due date to a subtask

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A subtask can also be assigned to a particular

team member

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Add notes and comments within a subtask

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Tick the box when a subtask is completed

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Notice that a Task is marked as complete once a subtask

is completed

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You can add Tags

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Tags are used for filtered views of tasks across

projects. Use the search bar and enter the tag

name then you will be redirected to a list of tasks

bearing the same tag.

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Add Attachments (if any) on below sources

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You can show your support for a task when you

click on the heart icon

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Monitor the time spent on a task with Harvest

Time Tracking integration features

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Harvest is a Time app integrated with Asana task

pane

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Click on the try Harvest free now to start your

free 30-day trial

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Click on the timer icon each time you start on

your 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

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Function Keys and Menu

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On the task details pane, click on the

dropdown arrow to display additional

actions

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Cli k o the + i o to add follo ers to a task and the name of the team member will appear

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Add them and

they will

receive

updates about

the task

assigned

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On the tasks pane, click on the dropdown

arrow to display additional actions

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Click on Sync to Calendar for an option to sync

your task with your preferred calendar

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Click on Add Tasks by Email so you can add

a task by sending an email to a pre-assigned

email address

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Customize your task by choosing a

highlight color

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You can do more like print, use as a template

(copy project), export, archive project or delete

project

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There is also a dropdown menu to customize

your view options

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Let’s li k o Tasks to Do

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This will appear

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This shows the Calendar view

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View your task

attachments in one

window by clicking the

Attachments tab

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Team Conversations

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Cli k the ? to a ess the Help Me u

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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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Additional Resources

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https://asana.com/guide/videos

Watch the videos for more

detailed tutorial

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https://asana.com/apps

Connect the tools you use

in Asana

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https://blog.asana.com/

Asana Blog

It’s e er too late to start o er. If ou ere ’t happ

with yesterday, try

something different today.

Do ’t sta stu k. Do etter. -Alex Elle-

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