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walkthrough
why asana?
Currently I’ve been receiving
sales tasks from you guys in the
following ways:
● My Google Sheet
● Email
● In P...
why asana?
Asana has the following features:
● Task creation
○ Subtasks, if necessary
● File attachment
● Comments
● Assig...
creating a task
Go into the “Sales” Project folder.
creating a task
Click this button to Add a New Task.
creating a task
When you Create a Task, this side
window will appear.
creating a task
Hovering over the word “Sales” will
bring up this dropdown. Pick the
section your project belongs to.
creating a task
For this demo, I’ve made a
Proposal for JL Origami, which
you can see labeled here
And sorted under the Pr...
creating a task
Once you’ve named your task,
put any intro/background you
have in the description, e.g.:
“mimic Bowflex de...
creating a task
If you’re feeling
fancy (or will add
more data later),
feel free to add
subtasks.
creating a task
Name your subtask (i.e. if you’re
still coming up with a list of
events) and assign it to yourself.
creating a task
Attach files if you want, like pics
you want use, a spreadsheet,
whatever. You can add from
Dropbox, Googl...
creating a task
Once you’ve added all
relevant info, assign a
due date
creating a task
Then assign this task
to Jamie, which will
notify me.
any questions?
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Asana walkthrough

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i made an Asana walkthrough for my coworkers to introduce them to the task management system and make my project management 1000x easier.

Published in: Technology
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Asana walkthrough

  1. 1. walkthrough
  2. 2. why asana? Currently I’ve been receiving sales tasks from you guys in the following ways: ● My Google Sheet ● Email ● In Person (Meeting or Walkup) ● Probably some other miscellaneous ways I’m forgetting. tl;dr I’m receiving relevant information from disparate sources.
  3. 3. why asana? Asana has the following features: ● Task creation ○ Subtasks, if necessary ● File attachment ● Comments ● Assign to [user] ● Assign [Due Date] ● and more I’m probably missing. tl;dr Asana centralizes all data into 1 APP. This keeps me sane.
  4. 4. creating a task Go into the “Sales” Project folder.
  5. 5. creating a task Click this button to Add a New Task.
  6. 6. creating a task When you Create a Task, this side window will appear.
  7. 7. creating a task Hovering over the word “Sales” will bring up this dropdown. Pick the section your project belongs to.
  8. 8. creating a task For this demo, I’ve made a Proposal for JL Origami, which you can see labeled here And sorted under the Proposals section here.
  9. 9. creating a task Once you’ve named your task, put any intro/background you have in the description, e.g.: “mimic Bowflex deck” “demo is 18-34 women” “use cycling pics only”
  10. 10. creating a task If you’re feeling fancy (or will add more data later), feel free to add subtasks.
  11. 11. creating a task Name your subtask (i.e. if you’re still coming up with a list of events) and assign it to yourself.
  12. 12. creating a task Attach files if you want, like pics you want use, a spreadsheet, whatever. You can add from Dropbox, Google Drive, or your computer.
  13. 13. creating a task Once you’ve added all relevant info, assign a due date
  14. 14. creating a task Then assign this task to Jamie, which will notify me.
  15. 15. any questions?

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