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Kicking off Asana
Meet Asana
Asana makes it easy for us to collaborate and accomplish our goals.
Asana is how we track
who is doing
what by
when
You won’t have to spend
SOURCE: MCKINSEY GLOBAL INSTITUTE, “THE SOCIAL ECONOMY”
12 hours of
your week
answering Email
8 ho...
It’s powerful and intuitive
Tasks
A task is a piece of work that we need
to do. When it’s done we simply mark
it complete. With tasks, you can:
• Add ...
Projects
Projects are flexible collections of
tasks that let us build workflows and
track our progress across tasks.
192
Conversations
Conversations are threads of
communication between all team or
project members.
Let’s brainstorm video i...
How we use Asana
When to use Asana
Instead of an email, create a
task when you:
• Have a question
• Have a request
• Need a piece of work d...
Start your day in My Tasks
My Tasks shows you all the tasks you’ve been assigned.
• Mark new tasks for Today, Upcoming, or...
V
Etiquette and
conventions
CREATING TASKS
Provide context in the
description, check the
assignee’s My Tasks, and set
reas...
Learn more about Asana
Task me a question
If you have a question, assign me a
task for it and I’ll get you an answer.
Asana Guide Orientation Vid...
Kicking off Asana
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Kicking off Asana

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Kick off Asana with your teammates using this intro deck.

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Kicking off Asana

  1. 1. Kicking off Asana
  2. 2. Meet Asana Asana makes it easy for us to collaborate and accomplish our goals.
  3. 3. Asana is how we track who is doing what by when
  4. 4. You won’t have to spend SOURCE: MCKINSEY GLOBAL INSTITUTE, “THE SOCIAL ECONOMY” 12 hours of your week answering Email 8 hours of your week hunting down internal information 6 hours of your week communicating back and forth with stakeholders
  5. 5. It’s powerful and intuitive
  6. 6. Tasks A task is a piece of work that we need to do. When it’s done we simply mark it complete. With tasks, you can: • Add an assignee • Set a due date • Provide a description • Upload attachments • Loop in followers
  7. 7. Projects Projects are flexible collections of tasks that let us build workflows and track our progress across tasks.
  8. 8. 192 Conversations Conversations are threads of communication between all team or project members. Let’s brainstorm video ideas
  9. 9. How we use Asana
  10. 10. When to use Asana Instead of an email, create a task when you: • Have a question • Have a request • Need a piece of work done • Have information to store for future reference Instead of a meeting, create a conversation when you: • Have an announcement to make • Need to have a discussion with all project members • Need to have a discussion with all team members
  11. 11. Start your day in My Tasks My Tasks shows you all the tasks you’ve been assigned. • Mark new tasks for Today, Upcoming, or Later. • Take a look at the tasks in your Today section and manage expectations on what you will complete today and what you’ll have to put off for later. • Start marking tasks off!
  12. 12. V Etiquette and conventions CREATING TASKS Provide context in the description, check the assignee’s My Tasks, and set reasonable due dates. CREATING PROJECTS Provide context & workflow instructions in description, use sections, set a project owner and due date. TEMPLATES Tasks or Projects beginning with “[TEMPLATE]” are to be copied and not directly edited. POSTING CONVERSATIONS Be mindful of noise and over communication. @mention any relevant projects, tasks or people. NO BLUE, NO RED Keep your My Tasks list up to date by triaging new tasks and adjusting due dates on overdue tasks. SUBTASKS Let the assignee know there is a parent task in the description and don’t go deeper than two levels.
  13. 13. Learn more about Asana
  14. 14. Task me a question If you have a question, assign me a task for it and I’ll get you an answer. Asana Guide Orientation Video Learn best practices and how 
 to use key features. http://asa.na/4l Learn the basics of using Asana 
 in 30 minutes. http://asa.na/4m If you need help

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