Asana: The Basics

Hello! Here are some basics of Asana, a popular project management tool that can help you and your team streamline your workflows and improve productivity. Asana offers a variety of features to create tasks and projects, assign them to team members, set deadlines, and track progress. You can review the steps below, or view this PowerPoint presentation, it will show how to create a tasks or project in Asana and how to add collaborators to a task.

Creating a Task:

Log in to your Asana account.

Click on the "Add Task" button located in the top bar or use the keyboard shortcut "Tab + Q".

Enter a name for the task.

If desired, add a description to the task.

Set a due date for the task.

Assign the task to a project (or create a new project).

Add any necessary tags or custom fields to the task.

Click "Add Task" to create the task.

Creating a Project:

Log in to your Asana account.

Click on the "Create" button located in the top bar or use the keyboard shortcut "Tab + N".

Select "Project."

Choose the project type: List, Board, Calendar, or Timeline.

Enter a name for the project.

If desired, add a description to the project.

Set a due date for the project (if applicable).

Assign the project to a team (if applicable).

Add any necessary tags or custom fields to the project.

Click "Create Project" to create the project.

Adding a Collaborator to a Task:

Open the task you want to add a collaborator to.

Click on the "Assignee" field located on the right-hand side of the task.

Start typing the name or email address of the collaborator.

Select the collaborator from the dropdown list.

Click "Add" to add the collaborator to the task.