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Jun 28, 2024
26/12/2021, 23:19 How to use Asana tutorial for new users | Product guide • Asana How to start using Asana SKIP AHEAD TO Quick start demo Tips for tasks Create your first project Organize your project Managing your work How Asana''s organized More resources Welcome to Asana! There''s a lot our customers (https://asana.com/customers) can achieve with Asana, but here''s a quick rundown of the most important things to know when you''re just getting started. https://asana.com/guide/get-started/begin/quick-start 1/726/12/2021, 23:19 How to use Asana tutorial for new users | Product guide • Asana Want a trainer to walk you through this content and answer your questions live? Sign up for a training webinar. Register now Quick Asana demo walkthrough How to Asana: Asana project management Asana''s look and features are ever-evolving—your screen probably looks different than this video—but the key concepts remain the same. 1. How to create a task Everything starts with a task (https://asana.com/guide/get-started/begin/adding- assigning-tasks). Tasks are actionable to-do’s and the most important building block of Asana. https://asana.com/guide/get-started/begin/quick-start 2/726/12/2021, 23:19 How to use Asana tutorial for new users | Product guide • Asana To create a task, start in a project, type a task name, then press enter to keep adding more. Task best practices 0:41 Make task names specific and action-based so it''s clear what you need to do. Add a task description so the assignee knows what they need to do. Assign the task to a teammate and set a due date (even if it''s just a guess). That way it''s clear who is responsible for what. Attach files with any relevant context, information, or working documents. Also, make sure to attach completed files when you''re marking the task complete so teammates can find your work and know it''s done. Add teammates as task collaborators so they can stay up to date on task progress. You can ping them by @mentioning them when you comment on a task. 2. How to create your first project https://asana.com/guide/get-started/begin/quick-start 3/726/12/2021, 23:19 How to use Asana tutorial for new users | Product guide • Asana How to Asana: Creating your �rst Asana project Projects (https://asana.com/guide/get-started/begin/quick-start#lessons) are how you organize and plan all of the tasks related to a specific initiative, goal, or big piece of work. You can visualize projects on list (https://asana.com/guide/help/views/list), board (https://asana.com/guide/help/views/boards), calendar (https://asana.com/guide/team/onboard/asana-calendar), or Timeline (https://asana.com/guide/team/onboard/timeline) and toggle between these views at anytime. Types of projects you can manage in Asana You can plan and manage almost any project or process in Asana, but here are the most common examples: (http://asana.com/templates) See more examples in our ways to use Asana (https://asana.com/guide/examples) section or get started with a pre-made project in our templates library (https://asana.com/templates). 3. Organize your project https://asana.com/guide/get-started/begin/quick-start 4/726/12/2021, 23:19 How to use Asana tutorial for new users | Product guide • Asana Group related tasks together with sections Sections (https://asana.com/guide/help/projects/sections) group your tasks, making it easier to parse the project. They’re most helpful for categories that won’t change as work moves forward. For example, you could create sections by timeframe (like quarters or month), project phase, or a Kanban style “to do,” “doing,” and “done.” Sort and filter tasks in projects with custom fields Custom fields (https://asana.com/guide/team/advanced/connect-your-work#gl- custom-fields) are like spreadsheet column headers to help you filter and sort tasks in your project by things like priority, task status, cost, or approval. Group your project by clicking any header and using the filter and sort buttons (https://asana.com/guide/help/views/list#gl-recommended). 4. How to find your work and updates about it As projects move forward, and new work comes your way, Asana gives you lots of options to stay on top of it. Open the sidebar (https://asana.com/guide/help/fundamentals/navigating-asana#gl-sidebar) to quickly see: My Tasks My Tasks (https://asana.com/guide/get-started/begin/quick-start#lessons) shows only the tasks assigned to you and when they’re due. Come back to My Tasks throughout the day to check off tasks you’ve completed, see any new work that’s come in, and get started on your next task. Inbox Inbox (https://asana.com/guide/get-started/begin/quick-start#lessons) is a filtered news feed of updates, but only for the work you’re following. You can also respond to things right from Inbox and quickly navigate to your work. 5. How Asana''s organized Projects and tasks are the most fundamental building blocks of Asana. https://asana.com/guide/get-started/begin/quick-start 5/726/12/2021, 23:19 How to use Asana tutorial for new users | Product guide • Asana . Organizations are based on your company’s shared email domain, and connect everybody within your company that uses Asana. . Teams are functional groups in an Organization that likely correspond to general teams, like marketing or sales, or functional groups like
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