How to Use Asana: Your Optimum Task and Project Organizer
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Transcript of How to Use Asana: Your Optimum Task and Project Organizer
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How
to Use
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What
is
Asana? 2 © Flor Angeles – How to Use Asana
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3 © Flor Angeles – How to Use Asana
Asana is a web and
mobile application
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designed to help
teams track their
work.
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It also improves team
collaboration.
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And another good
feature of Asana
is that
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it allows users to
manage projects
and tasks online
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without the use of
email and just create
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workspaces for each
team that contain
projects in which
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these projects have
tasks for the team to
work on.
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In each task, users
can add notes
comments,
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attachments and tags.
Users can follow
projects and tasks
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and when the status
of a project or task
changes
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the followers get
updates about the
changes in their inboxes.
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How to
Log In
to Asana? 15 © Flor Angeles – How to Use Asana
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Before we
proceed
let me inform
you 16 © Flor Angeles – How to Use Asana
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that you
have two
options to use
Asana 17 © Flor Angeles – How to Use Asana
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either on its
website or by
downloading
its mobile app. 18 © Flor Angeles – How to Use Asana
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For this
tutorial, we
will go directly
to the website 19 © Flor Angeles – How to Use Asana
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Open your web
browser
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Look here in the
address bar
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Click inside the
bar
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Type in www.asana.com
and press Enter
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The home page appears
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Click on Log In
button
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This window will
appear
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There are two
ways you can
log in here,
either 27 © Flor Angeles – How to Use Asana
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using Google
account or the
company email
which you’ve
registered 28 © Flor Angeles – How to Use Asana
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Let’s log in using
Google account
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Click on Log In Using
Google button
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This window appears
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Click on Allow button
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A welcome window
will appear
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If you want to watch
the video, click here
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Or click on Continue
button
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You will be asked to
complete your profile
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If you’re done, just
click Continue
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You will also be
requested to enter email
of teammates
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39 © Flor Angeles – How to Use Asana
If you’re finished,
just click Continue
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You can still
add your other
teammates’s
email 40 © Flor Angeles – How to Use Asana
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located in your
Workspace.
Look for
the tab
Invite People. 41 © Flor Angeles – How to Use Asana
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Enter team name
here
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Once completed, just
click Continue
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Please
take note
that your
team name 44 © Flor Angeles – How to Use Asana
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is also
your
Workspace 45 © Flor Angeles – How to Use Asana
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This is now your
Workspace
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As first time user,
you’ll notice a message
like this
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Just click
Skip these tips
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You view these tips
anytime by hovering
your mouse here
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Let’s take
a moment to
look at the
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different
menus found
in a
Workspace 51 © Flor Angeles – How to Use Asana
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My Tasks lists all the tasks
assigned to you in a given
Workspace or Organization.
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My Inbox is your notification center
for Asana. It displays updates on
all projects in which you’re a member
and tasks that you follow or are
assigned within a given
Workspace or Organization.
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Search and Search Views allows you to
find any task, project, tag, person, or
team in your Workspace or
Organization
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My Dashboard provides a high-level
view of the progress and status of
projects you and your team are
working on, so you can stay on the
same page and quickly move
work forward.
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Team Conversations use to share
team-wide announcements, or talk
about the multiple projects at a time.
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Team Calendar are a great way for
projecting at your team check-in and
for senior managers to stay informed
on what your team is working on for
the days and weeks ahead.
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Projects are lists of tasks. Use a
project for a larger goal and a task for
an action someone on your team needs
to take in order to achieve the goal.
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Click this tab, you’ll see the
current Workspace you’re in
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1
2
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If you want a new
Workspace, hover your
mouse here
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To change your Workspace
name, click here
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This will pop up, enter new
Workspace name here
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Then click Update
Wordpress button
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You can also invite new
team members by
clicking here
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Asana is
always free
for teams up
to 15 but 65 © Flor Angeles – How to Use Asana
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when you
upgrade plan
you’ll have
more features
and teammates 66 © Flor Angeles – How to Use Asana
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How to
Create
a Project? 67 © Flor Angeles – How to Use Asana
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Click on the plus (+)
icon
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This window will
pop up
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70 © Flor Angeles – How to Use Asana
Enter
Project Name
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71 © Flor Angeles – How to Use Asana
Click on
Create Project
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72 © Flor Angeles – How to Use Asana
There goes your
first project!
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Now let’s
create a
task 73 © Flor Angeles – How to Use Asana
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Click on Add Task
button
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75 © Flor Angeles – How to Use Asana
Enter specific task
here
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To add another task,
click here
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You can
actually add
as many tasks
as needed 77 © Flor Angeles – How to Use Asana
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You can also add
task description here
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79 © Flor Angeles – How to Use Asana
If you need to make
Subtasks, click here
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Subtasks use
to break up
the work of
task into 80 © Flor Angeles – How to Use Asana
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smaller
parts, or to
help divide
up the work 81 © Flor Angeles – How to Use Asana
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among
multiple
people by
assigning
them. 82 © Flor Angeles – How to Use Asana
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83 © Flor Angeles – How to Use Asana
Click here if you want
to use a tag
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Tags allow
you to give
tasks
additional
context 84 © Flor Angeles – How to Use Asana
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or to group
similar tasks
for easy
viewing.
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You might
use a
tag
to track 86 © Flor Angeles – How to Use Asana
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the state
of a
task
e.g. “Needs 87 © Flor Angeles – How to Use Asana
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If you have any
attachment, click here
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There is a
100MB per
file limit for
attachments. 89 © Flor Angeles – How to Use Asana
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For larger file,
consider
attaching from
Dropbox or
Google Drive 90 © Flor Angeles – How to Use Asana
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To show your gratitude
for the task, click here
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Heart is to
say thanks,
give a
thumbs up, or
92 © Flor Angeles – How to Use Asana
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vote for a
task. Why
“like” when
you can ?
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This time
we will going
to assign
a task 94 © Flor Angeles – How to Use Asana
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Click on Unassigned
button
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This will display the team
members name here
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Since there’s
only one
member on this
tutorial, me , 97 © Flor Angeles – How to Use Asana
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I will then
assign the
task to
myself 98 © Flor Angeles – How to Use Asana
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Now you can see my
name here
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Let’s add a due date to
the task, click here
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You can also add extra
information or questions
here
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Shown here are the time
for each completed action
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To add followers to a
task, click here
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Followers
include the
name of the
team members. 104 © Flor Angeles – How to Use Asana
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Added members
will receive
updates about
the assigned
task. 105 © Flor Angeles – How to Use Asana
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There you have it! Your
first task!
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Let’s assumed
that the task
is already
accomplished 107 © Flor Angeles – How to Use Asana
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Click on the check
mark icon
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The task will now
disappear in the
task pane
109 © Flor Angeles – How to Use Asana
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The green check mark
indicates that the task is
completed
110 © Flor Angeles – How to Use Asana
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We’re done
with the basics
of Asana.
And you can 111 © Flor Angeles – How to Use Asana
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still explore on
other menus
and try to
use them. 112 © Flor Angeles – How to Use Asana
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We are what we
repeatedly do.
Excellence, therefore,
is not an act but a habit.
- Aristotle
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