The Basics of Asana

Post on 17-Sep-2015

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This tutorial is about how to use Asana, a project management tool.This is created for beginners.

Transcript of The Basics of Asana

  • How to use ASANA

    2015 momCpreneur@wordpress.com How to use Asana

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  • What is ASANA?

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  • ASANA is a web and mobile

    project management tool

    designed

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  • to enable teamwork

    without email.

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  • To access ASANA, open up

    a browser.

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  • For this presentation, we will

    use Mozilla Firefox.

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  • Type here www.asana.com.

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  • Press Enter key.

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  • This page will appear.

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  • We can either sign up using our

    google account

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  • Or create a new account

    here

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  • For this presentation, lets sign up using google account

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  • Key in your email address

    here.

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  • Your password here.

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  • Click here to sign in.

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  • This screen will appear. Click

    Accept.

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  • This window will pop-up.

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  • Click Continue after watching

    the video.

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  • This window will pop-up.

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  • Key in here the organization

    name.

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  • Click here to continue.

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  • Type in the email addresses

    of your teammates here.

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  • Click here to continue.

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  • Type in your teams name here.

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  • Click here to continue.

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  • This window will now appear.

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  • Heres the list of the members that you have added.

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  • Do note that for free ASANA

    account

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  • its limited up to 15

    members.

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  • And only 3 projects can be

    created.

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  • Also, your teammates will be

    notified

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  • via email regarding

    the project.

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  • Heres a sample email received once added in ASANA :

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  • The member just need to click

    here

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  • to join in the team.

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  • Create a project by clicking

    here.

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  • Key in here the Project name.

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  • We can set the privacy to

    be either open

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  • to all people with access to

    the workspace

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  • or only to the project

    members.

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  • For this presentation, we will

    choose the first option.

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  • Click here.

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  • You will now see the Project

    here.

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  • Key in the project tasks here.

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  • To add a member for the

    project, click here.

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  • Click on the plus sign.

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  • Select the member that you

    need to add

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  • Select another member.

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  • After adding members, click

    here.

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  • Now, the members list is updated.

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  • For Project Overview, key in

    the project owner here.

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  • Key in the project due date

    here.

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  • Type here the description of

    the Project.

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  • Status of the project is

    automatically updated.

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  • Right after you key in the

    project tasks,

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  • You will see immediately the

    progress of your tasks here

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  • To view again on your tasks

    list, click here.

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  • To view the calendar, click

    here.

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  • This is where you need to click

    on for attachments.

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  • To attach a file, click on one

    of the tasks on the list

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  • Then click here.

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  • Choose here, which source

    you want to attach from.

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  • To assign the task, hover your

    mouse here.

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  • Then click the person icon.

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  • You can either choose an

    assignee for the task

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  • Or assign the task to yourself.

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  • Please remember that in

    Asana you can only

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  • assign ONE task to one

    person.

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  • Once the task is completed ,

    the assignee

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  • Can either tick the box here

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  • Or here.

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  • You can also put a due

    date for the task.

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  • Click here.

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  • Choose the date here.

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  • Choose the time here.

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  • Click here if the task is a

    Recurring

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  • or repeating task.

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  • Choose here the tasks frequency.

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  • It will be shown like this right

    now.

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  • If you want to remove the

    due date and time,

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  • Click x on this icon.

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  • It will now be displayed again

    like this.

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  • If theres need to put in

    other details

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  • about the task, key it inside

    the description field.

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  • Key in the description here.

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  • Click here if you want to add

    subtask.

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  • Type here the subtask detail.

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  • Click this icon to assign the

    subtask.

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  • Choose the assignee here.

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  • Similarly, you may also put a

    due date

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  • and comment for the subtask

    created.

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  • Click here to put tags on to

    your task.

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  • You can use tags to help

    you

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  • organize everything inside

    Asana.

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  • Also, all items inside Asana

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  • will be easily searched by

    using tags.

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  • Type here the desired tags for

    the task.

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  • Click the tag here.

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  • The tag will be shown like this.

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  • Do note also that anyone

    who has been

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  • added as followers for the

    task

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  • may comment on the task

    here

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  • or share files (via attachment)

    to the team

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  • If you want to see all your

    tasks and conversations,

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  • Click All Items.

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  • To see all tasks only, click

    here.

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  • To see all your projects, click

    on Dashboard.

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  • THE END

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  • The only way to do great work is to love what you do.

    Steve Jobs

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