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How to Use Asana: Your Optimum Task and Project Organizer

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Tutorial on How to Use Asana by Flor Angeles

@ florangeles.com | Ideal Virtual Professional

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How to Use Asana: Your Optimum Task and Project Organizer

  1. 1. How to Use 1© Flor Angeles – How to Use Asana
  2. 2. What is Asana? 2© Flor Angeles – How to Use Asana
  3. 3. 3© Flor Angeles – How to Use Asana Asana is a web and mobile application
  4. 4. designed to help teams track their work. 4© Flor Angeles – How to Use Asana
  5. 5. It also improves team collaboration. 5© Flor Angeles – How to Use Asana
  6. 6. And another good feature of Asana is that 6© Flor Angeles – How to Use Asana
  7. 7. it allows users to manage projects and tasks online 7© Flor Angeles – How to Use Asana
  8. 8. without the use of email and just create 8© Flor Angeles – How to Use Asana
  9. 9. workspaces for each team that contain projects in which 9© Flor Angeles – How to Use Asana
  10. 10. these projects have tasks for the team to work on. 10© Flor Angeles – How to Use Asana
  11. 11. In each task, users can add notes comments, 11© Flor Angeles – How to Use Asana
  12. 12. attachments and tags. Users can follow projects and tasks 12© Flor Angeles – How to Use Asana
  13. 13. and when the status of a project or task changes 13© Flor Angeles – How to Use Asana
  14. 14. the followers get updates about the changes in their inboxes. 14© Flor Angeles – How to Use Asana
  15. 15. How to Log In to Asana? 15© Flor Angeles – How to Use Asana
  16. 16. Before we proceed let me inform you 16© Flor Angeles – How to Use Asana
  17. 17. that you have two options to use Asana 17© Flor Angeles – How to Use Asana
  18. 18. either on its website or by downloading its mobile app. 18© Flor Angeles – How to Use Asana
  19. 19. For this tutorial, we will go directly to the website 19© Flor Angeles – How to Use Asana
  20. 20. Open your web browser 20© Flor Angeles – How to Use Asana
  21. 21. Look here in the address bar 21© Flor Angeles – How to Use Asana
  22. 22. Click inside the bar 22© Flor Angeles – How to Use Asana
  23. 23. Type in www.asana.com and press Enter 23© Flor Angeles – How to Use Asana
  24. 24. The home page appears 24© Flor Angeles – How to Use Asana
  25. 25. Click on Log In button 25© Flor Angeles – How to Use Asana
  26. 26. This window will appear 26© Flor Angeles – How to Use Asana
  27. 27. There are two ways you can log in here, either 27© Flor Angeles – How to Use Asana
  28. 28. using Google account or the company email which you’ve registered 28© Flor Angeles – How to Use Asana
  29. 29. Let’s log in using Google account 29© Flor Angeles – How to Use Asana
  30. 30. Click on Log In Using Google button 30© Flor Angeles – How to Use Asana
  31. 31. This window appears 31© Flor Angeles – How to Use Asana
  32. 32. Click on Allow button 32© Flor Angeles – How to Use Asana
  33. 33. A welcome window will appear 33© Flor Angeles – How to Use Asana
  34. 34. If you want to watch the video, click here 34© Flor Angeles – How to Use Asana
  35. 35. Or click on Continue button 35© Flor Angeles – How to Use Asana
  36. 36. You will be asked to complete your profile 36© Flor Angeles – How to Use Asana
  37. 37. If you’re done, just click Continue 37© Flor Angeles – How to Use Asana
  38. 38. You will also be requested to enter email of teammates 38© Flor Angeles – How to Use Asana
  39. 39. 39© Flor Angeles – How to Use Asana If you’re finished, just click Continue
  40. 40. You can still add your other teammates’s email 40© Flor Angeles – How to Use Asana
  41. 41. located in your Workspace. Look for the tab Invite People. 41© Flor Angeles – How to Use Asana
  42. 42. Enter team name here 42© Flor Angeles – How to Use Asana
  43. 43. Once completed, just click Continue 43© Flor Angeles – How to Use Asana
  44. 44. Please take note that your team name 44© Flor Angeles – How to Use Asana
  45. 45. is also your Workspace 45© Flor Angeles – How to Use Asana
  46. 46. This is now your Workspace 46© Flor Angeles – How to Use Asana
  47. 47. As first time user, you’ll notice a message like this 47© Flor Angeles – How to Use Asana
  48. 48. Just click Skip these tips 48© Flor Angeles – How to Use Asana
  49. 49. You view these tips anytime by hovering your mouse here 49© Flor Angeles – How to Use Asana
  50. 50. Let’s take a moment to look at the 50© Flor Angeles – How to Use Asana
  51. 51. different menus found in a Workspace 51© Flor Angeles – How to Use Asana
  52. 52. My Tasks lists all the tasks assigned to you in a given Workspace or Organization. 52© Flor Angeles – How to Use Asana
  53. 53. 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. 53© Flor Angeles – How to Use Asana
  54. 54. Search and Search Views allows you to find any task, project, tag, person, or team in your Workspace or Organization 54© Flor Angeles – How to Use Asana
  55. 55. 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. 55© Flor Angeles – How to Use Asana
  56. 56. Team Conversations use to share team-wide announcements, or talk about the multiple projects at a time. 56© Flor Angeles – How to Use Asana
  57. 57. 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. 57© Flor Angeles – How to Use Asana
  58. 58. 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. 58© Flor Angeles – How to Use Asana
  59. 59. Click this tab, you’ll see the current Workspace you’re in 59© Flor Angeles – How to Use Asana 1 2
  60. 60. If you want a new Workspace, hover your mouse here 60© Flor Angeles – How to Use Asana
  61. 61. To change your Workspace name, click here 61© Flor Angeles – How to Use Asana
  62. 62. This will pop up, enter new Workspace name here 62© Flor Angeles – How to Use Asana
  63. 63. Then click Update Wordpress button 63© Flor Angeles – How to Use Asana
  64. 64. You can also invite new team members by clicking here 64© Flor Angeles – How to Use Asana
  65. 65. Asana is always free for teams up to 15 but 65© Flor Angeles – How to Use Asana
  66. 66. when you upgrade plan you’ll have more features and teammates 66© Flor Angeles – How to Use Asana
  67. 67. How to Create a Project? 67© Flor Angeles – How to Use Asana
  68. 68. Click on the plus (+) icon 68© Flor Angeles – How to Use Asana
  69. 69. This window will pop up 69© Flor Angeles – How to Use Asana
  70. 70. 70© Flor Angeles – How to Use Asana Enter Project Name
  71. 71. 71© Flor Angeles – How to Use Asana Click on Create Project
  72. 72. 72© Flor Angeles – How to Use Asana There goes your first project! 
  73. 73. Now let’s create a task 73© Flor Angeles – How to Use Asana
  74. 74. 74© Flor Angeles – How to Use Asana Click on Add Task button
  75. 75. 75© Flor Angeles – How to Use Asana Enter specific task here
  76. 76. 76© Flor Angeles – How to Use Asana To add another task, click here
  77. 77. You can actually add as many tasks as needed 77© Flor Angeles – How to Use Asana
  78. 78. You can also add task description here 78© Flor Angeles – How to Use Asana
  79. 79. 79© Flor Angeles – How to Use Asana If you need to make Subtasks, click here
  80. 80. Subtasks use to break up the work of task into 80© Flor Angeles – How to Use Asana
  81. 81. smaller parts, or to help divide up the work 81© Flor Angeles – How to Use Asana
  82. 82. among multiple people by assigning them. 82© Flor Angeles – How to Use Asana
  83. 83. 83© Flor Angeles – How to Use Asana Click here if you want to use a tag
  84. 84. Tags allow you to give tasks additional context 84© Flor Angeles – How to Use Asana
  85. 85. or to group similar tasks for easy viewing. 85© Flor Angeles – How to Use Asana
  86. 86. You might use a tag to track 86© Flor Angeles – How to Use Asana
  87. 87. the state of a task e.g. “Needs 87© Flor Angeles – How to Use Asana
  88. 88. 88© Flor Angeles – How to Use Asana If you have any attachment, click here
  89. 89. There is a 100MB per file limit for attachments. 89© Flor Angeles – How to Use Asana
  90. 90. For larger file, consider attaching from Dropbox or Google Drive 90© Flor Angeles – How to Use Asana
  91. 91. 91© Flor Angeles – How to Use Asana To show your gratitude for the task, click here
  92. 92. Heart is to say thanks, give a thumbs up, or 92© Flor Angeles – How to Use Asana
  93. 93. 93© Flor Angeles – How to Use Asana vote for a task. Why “like” when you can ? 
  94. 94. This time we will going to assign a task 94© Flor Angeles – How to Use Asana
  95. 95. 95© Flor Angeles – How to Use Asana Click on Unassigned button
  96. 96. 96© Flor Angeles – How to Use Asana This will display the team members name here
  97. 97. Since there’s only one member on this tutorial, me , 97© Flor Angeles – How to Use Asana
  98. 98. I will then assign the task to myself 98© Flor Angeles – How to Use Asana
  99. 99. 99© Flor Angeles – How to Use Asana Now you can see my name here 
  100. 100. 100© Flor Angeles – How to Use Asana Let’s add a due date to the task, click here
  101. 101. 101© Flor Angeles – How to Use Asana You can also add extra information or questions here
  102. 102. 102© Flor Angeles – How to Use Asana Shown here are the time for each completed action
  103. 103. 103© Flor Angeles – How to Use Asana To add followers to a task, click here
  104. 104. Followers include the name of the team members. 104© Flor Angeles – How to Use Asana
  105. 105. Added members will receive updates about the assigned task. 105© Flor Angeles – How to Use Asana
  106. 106. 106© Flor Angeles – How to Use Asana There you have it! Your first task! 
  107. 107. Let’s assumed that the task is already accomplished 107© Flor Angeles – How to Use Asana
  108. 108. 108© Flor Angeles – How to Use Asana Click on the check mark icon
  109. 109. The task will now disappear in the task pane 109© Flor Angeles – How to Use Asana
  110. 110. The green check mark indicates that the task is completed 110© Flor Angeles – How to Use Asana
  111. 111. We’re done with the basics of Asana. And you can 111© Flor Angeles – How to Use Asana
  112. 112. still explore on other menus and try to use them.  112© Flor Angeles – How to Use Asana
  113. 113. We are what we repeatedly do. Excellence, therefore, is not an act but a habit. - Aristotle
  114. 114. 114© Flor Angeles – How to Use Asana Photo credits: www.google.co.nz www.freepik.com www.geek.com www.graphicdesignjunction.com www.smallbiztechnology.com www.simplysogood.com www.clipartbest.com datasoft.ws www.bi-informatics.com blogs.brightspyre.com fineartamerica.com

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