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Asana is one of the most powerful and popular task management tools in the market. It assists people and teams get arranged and effortlessly combine their tasks and tasks. Well assist you through the steps required to take benefit of all of Asanas core features and task management tools.
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Asana is one of the most popular and powerful job management tools in the market. It helps people and groups get arranged and flawlessly bring together their tasks and projects. Well guide you through the actions needed to take advantage of all of Asanas core features and job management tools.
This is how you start breaking down your tasks into smaller sized, more manageable pieces.
This section can also be used for all interactions pertaining to this task.
Beginning with Asana
The very first thing you need to do is get your account established with Asana. This is simple enough: You can do so by merely going to the Asana site and registering for a new account.
Asana has a very generous free tier which is a terrific location to start. It has all the core features a lot of individuals will require and is an excellent way to start finding out Asana free of charge.
As soon as you confirm your account, Asana will take you through a quick wizard asking you what your roles are, such as employee or group leader. You can avoid this if you like, as all alternatives can be changed later on anyway.
When on the main screen, you can begin organizing your jobs and tasks.
SEE: Hiring kit: Project supervisor (TechRepublic Premium).
To start, go to the left-hand menu and choose Create A Project (Figure A).
Figure A.
Click the + sign to create a brand-new Project.
You will be provided with an option of either a blank task or to choose a pre-made template. For this example, we will select a blank template.
Jobs are your main top-level container within Asana, and all associated jobs and employee are consisted of within a project.
Next, we will start to establish our job by offering it a name and other information as seen in the left-hand menu. (Figure B).
Figure B.
Name your Project.
Here, you can also pick the view you choose. This can be changed at any time, but well select List view for now.
Now click Continue (Figure C) to finish.
Figure C.
Click Continue then Go To Project.
You will then pick Go To Project, which will open the page for your new Project where you can begin adding jobs and staff member.
Start now by including Sections. Areas in Asana are the next level down from Projects. This is how you start breaking down your projects into smaller sized, more workable pieces.
Click Add A Section (Figure D) and go into a name.
Figure D.
Name your section then hit Enter.
Next, we will start to include Tasks in Asana (Figure E). These are the specific products needed to finish a Section.
Figure E.
Add a Task.
As you can begin to see, Asana helps break your bigger jobs down into smaller bite-sized tasks that are a lot easier to track and manage, all from one user interface.
Name your Task, then transfer to the right under Assignee. Click the open location and select yourself or any employee you like (Figure F). Do the exact same for the due date. If the task is ongoing, a due date is not required.
Figure F.
Assign a team member to the task.
Lets move to the next level down to more customize our Task. Click on Details next to the Task (Figure G).
Figure G.
Enter directions or information.
This area can also be utilized for all interactions referring to this job. Each team member can ask or respond to concerns here in the remarks section. All interactions are then held in one location, which is a lot more efficient than e-mail threads.
You can dive in even more and add Subtasks. Click on the Subtask (Figure H) and include additional steps to help finish the Tasks. Subtasks are not needed but are a terrific method to make bigger jobs more manageable, especially when assigning them to other employee.
Figure H.
Add Subtasks if needed.
Additional arranging in Asana.
With your first Project and Tasks got in, you can now check out the other features within Asana.
Initially, well look at the different views offered in Asana. This is obviously a personal preference and might be various depending on the job.
At the top, you can rapidly change in between views (Figure I).
Figure I.
Select any view you choose.
List view.
This is your basic view familiar to the majority of people accustomed to using a physical coordinator or who are coming from other software programs.
Board view.
For those who choose a Kanban-style design, you can utilize the Board view and drag your Tasks in between Sections as they are finished. This is one of the crucial factors for having Sections in Asana, and it works comparable to an agile workflow for software development.
Calendar view.
This arranges all your items on a calendar to give you a look at what you have showing up or due quickly.
Timeline view.
This is only offered for Premium accounts, however it enables for a hassle-free timeline for displaying Projects, Tasks and other details. This is best for group leaders and job supervisors.
Color-coding items in Asana.
Asana has a really easy method for color-coding all elements of a Project.
Click the drop-down arrow beside a Project name (Figure J). Here you can pick a color for that specific task.
Figure J.
Color-code your Project.
The benefit of color-coding your tasks is that when in Calendar mode or other modes, you can quickly see which Projects are showing up at a glance. The very same goes for Board view.
Finishing jobs in Asana.
When it comes time to begin completing jobs, Asana makes this intuitive and extremely easy too.
When any Task or Subtask is finished, the Assignee can click on the little checkmark icon beside the product (Figure K). This can be done from any view and at any time.
Figure K.
Complete any job by clicking the small checkmark.
This can likewise be reversed by just clicking the checkmark again. Its also a great concept to add a note in the information section concerning the completion of the job.
Asana novices guide introduction.
You must now have actually the knowledge needed to start getting the most out of Asana.
If youre a team leader, the actions described above will guide you through setting up your jobs and appointing them to your group members.
If you are a staff member, your view will be the exact same and you will see whatever your team leader sees. The only difference is you typically will not be producing the Projects and Tasks, as they will be designated to you.
However, everything else will be the very same as all users have access to the same views and layouts.