Asana

Simply accept the received invitation by clicking the “Accept Invite” button.

By clicking the “Continue” button, you agree to the terms of use and may proceed.

Before we proceed to getting familiar with Asana, you first need to register.

Every project has its own special board, which can be displayed in various ways.

We recommend the “Board” view, where you can see everything in clear columns. Tasks can be easily moved between columns by dragging and dropping.

Simply click on the + button at the top right and fill in the name of the project (we usually use the client’s name). 
 

You can easily create a task on the board of a specific project. Simply click on the + button at the top of the column.

You can also create a task in the same way as a project using the + button in the top right corner. In that case, you will need to specify which project the task belongs to.

You can assign the task to yourself (keyboard shortcut Tab+M) or someone else.

Add a due date for when the task should be completed and enter the assignment and instructions in the description field.

If you want to notify a colleague or reference other people, conversations or tasks, type @ and write their name or email address. Asana will suggest users for you. By tagging someone, you add them to the project. You can also do this by clicking the + sign at the bottom. This will ensure that they receive notifications about new comments, edits, or and attachments.

Use comments for clarifying questions and communication. If you want to let someone know that you’ve read their comment, simply click the thumbs up icon in the top right corner.

You can also attach files to a task. These can be documents, photos, GIFs, or compressed files up to a maximum limit of 100 MB per file. You can also insert a link to Google Drive. 
 

In such cases, use subtasks. You can assign them to a specific person, fill out a separate description, and set a deadline.

This is a list of all your tasks. To add a task just for yourself, click on the My Tasks list and start typing. All tasks added this way are private. You can leave them that way or make them visible to others using the “Make public” button.

You can also assign tasks to a project using the “Add to projects” button and then to a specific column. 

New tasks appear at the top, but you can rearrange them as you like (e.g. by date or priority).

You can also prioritize them using the Today, Upcoming, and Later tabs.

The Inbox works similarly to an email inbox. It shows you the latest updates and notifications on changes to tasks, conversations, and projects you’re following and are a part of.

You can easily respond to notifications without leaving the Inbox. Just click on the update tab and everything you need will be displayed on the right. Archiving is used to sort tasks in the Inbox. You can find the task again in the Archive tab.