How to Asana: Using Asana for task management
How to Manage Tasks with Asana
Asana is a powerful online tool for efficiently managing projects and tasks. It is especially useful for coordinating collaborative projects in teams and organizations. This tutorial focuses on the website, but may also be applicable to the Android and iOS apps, too.
Create your account.() Make sure to add your name, organization, and a photo so your collaborators can identify you!
Invite your collaborators by entering their name(s) and email(s).(You can also invite users directly to your project at a later time if you'd like to organize your space first)
Create a Project.Click the '+' icon next to 'Projects' in the left navigation menu, then enter a title for your new project
Add a brief description for your new Project.In the right content area so participants understand the scope and purpose of this project
Add a task.Click the 'Add a Task' field in the center content area, then start typing the name of your first task (you can also 'quick add' tasks with the keyboard shortcut Tab+Q)
Add a task description.Click in the 'Description' field in the right content area (or simply press Tab) and write a description for your task
Assign the task.To assign the task, click the 'Unassigned' button in the right content area (or press Tab+A), then select a collaborator from the list
Set a due date.To set a due date, click the 'Due Date' button in the right content area (or press Tab+D), then select a date from the calendar
Add tags.To add a 'tag' (helpful for organizing your tasks by topic or category), click the tag icon in the right content area (or press Tab+T), then type any relevant words or phrases (e.g. 'Sales' or 'Travel Expenses')
Add more tasks.Repeat steps 5-9, adding as many tasks as necessary to complete your project
Organize your task list.To reorder your task list, simply hover over any task's number in the center content area with your mouse pointer, then click and drag the task anywhere on the list. Sections are also helpful for grouping tasks. You can create sections by clicking 'New' and selecting 'Section' from the menu.
Complete tasks.When a task is finished, hover over the task and click the checkbox to mark it 'complete'. When your tasks are all complete, your project should be finished!
- Give your project a descriptive name so collaborators easily understand the purpose and scope (e.g. '2015 Science Fair Volcano' instead of 'Science Project')
- Below the 'Description' field in the right content area, you can view a history 'feed' that tracks any updates to the task. This information allows you to see a list of changes that occur and which user has edited the task
- Subtasks are a great way of breaking a large task into smaller components! Use them to assign specific tasks to individual users when larger tasks have a series of dependencies that need special attention!
- Review the tasks in the default "Learn how to use Asana" project for more guidance!
- Check out the 'keyboard' icon at the bottom of the center content area for a list of helpful shortcuts!
Video: 5 Keys to Mastering Asana for Team Tasks and Projects
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