The document provides a comprehensive guide on using Asana, an online application for team collaboration and project management. It covers account setup, workspace creation, task and project management, as well as various functionalities like file attachment, tagging, and calendar syncing. The guide emphasizes the ease of managing team tasks and communications through Asana's features.

2. I’m going to show you...
• What is Asana?
• Getting started with Asana
• Layout and functionality
• Features
• Terms
• Other helpful tips when using Asana

3. What is Asana?
It is an online application designed
to enable teamwork without email.
Asana was built
Or as I would like to say on my own words…

5. Open
asana.com
on your
browser

6. Click on Sign
Up
Using Google

7. Upon clicking
“Sign Up Using Google”
You will be redirected to your
Google account log-in page,
Choose the Google account
you wish to use with Asana

8. Enter your
Google account
password
Hit Sign in
Abie De Mesa

9. You will then be
redirected to this page.
Click the Accept button
to authorize Asana with
your Google account

10. Another
authorization
page will
display, click
Accept

11. Welcome
to Asana
Click on
Continue

12. Complete your
profile details
then click  to
proceed
Abie De Mesa

13. Then click 
to proceed
Invite your
team
members by
entering their
email address
on the email
fields

14. Name
your
team
Proceed

15. Your Asana
dashboard
will open

16. This is your
Asana
Dashboard

17. Let us explore
the Asana
dashboard items

18. Click on
“All Items”
and it will display
All Tasks and Conversations

19. When you click on “Deleted Items”
All your deleted tasks and conversations will
display

20. Click on
“My Tasks”
to display
your task
list
If you have tasks this
area will be populated

21. You also have your INBOX in Asana.
It contains updates and notifications about the items
you are following

22. Let us continue to explore the
other parts of Asana.
Remember a while ago, that we
gave a name to your team, your
team’s name is also your
“Workspace”

23. 1. Click on this icon to
display the dropdown
menu
2. Your
Workspace
name will
display and
the Workspace
Settings option
3. Click on
Workspace Settings
option and let us
explore this menu.

24. When you click on Settings this
pop-up window will display. This
gives you the option to rename
your workspace.

25. Clicking on the Members tab, will open
the members area, this gives you the
option to add members to your
workspace.

26. You can add up
to 15 members
with the
basic/free Asana
account

27. Add members
by entering the
e-mail address
of your team
members.

28. After entering the e-mail
address of your team
members, click Send
Invite. Your team
members will receive an
e-mail invite to join your
Asana Workspace.

29. The Advanced tab is
also located on the
workspace settings
menu.
The Advanced tab displays the list of App
integrations you can use with Asana.

30. To enable App Integration
Tick the box before the App name
and it will enable the App and
integrate it with Asana

31. Those are all the options
under the Workspace
Settings Menu.
Let us move into the other
menu options.

32. Let us now
explore the
My Profile Settings
menu

33. My Profile Settings
I t has 7 tabs
1. Profile
2. To Email
3. From Email
4. Account
5. Themes
6. Apps
7. Hacks

34. Profile tab
Edit your name,
add your profile photo,
tell something about yourself, you
can do it all here.
Here you can also set yourself as
away when you tick the vacation
indicator.
Click on Update Profile
to save the changes.

35. “To Email”
Tab
Set your communication preference here. Choose
the email where you want to receive reminders,
activity and dashboards messages. You can add and
remove e-mails here.

36. “From Email”
Tab
Set your e-mail sending preference here.
Choose the email you want to use as your
address when sending e-mails.

37. This is where you will find the
option to Deactivate your Asana
account
“Account”
Tab

38. “Themes”
Tab Personalize your
Asana
workspace,
customize it with
the theme you
want.

39. “Apps”
Tab
This is where you
can see all the
Apps you have
authorized with
Asana, you can
activate apps
here too.

40. “Hacks”Tab
Here you will find the
“Hacks” that the
Asana development
team are working on
to provide more
features to Asana
users.

41. Let us pause for a recap.
What have we learned?
1. Setting up your Asana account
2. Creating your first workspace
3. Explored the workspace settings menu
4. Familiarized with the profile settings options.
Let us proceed to exploring Asana.

42. What if you want to create a new workspace?
1. Click on the
workspace name,
the dropdown
menu will display

43. 2. Click on
More,
a new menu
will open

44. 3. Click on
Create New
Workspace

45. This
window
will open
Abie

46. Fill up the
required
fields
then click
Create Workspace

47. Creating your new
Workspace

48. Your new
workspace
is now listed
here

49. Let us now
proceed in creating
Asana Projects

50. Creating Asana Project
Click Get started with a project

51. This
window
will open

52. Now enter
your
Project
Name

53. Set your workspace Privacy
settings

54. Your
Project
Name will
display
here
Your Project overview
will display here

55. Now you have your first
Project

56. Let us
now
create a
Task

57. Your
Project will
now have a
Task

58. You can
now assign
the task to
your team
members
Ultimate VA Ninja Abie
Ultimate VA Ninja Abie

59. Click on the
Unassigned
button,
the name of your
team members
will display, now
choose your
assignee
Ultimate VA Ninja Abie
Ultimate VA Ninja Abie

60. Now assign
a due date
for the task
Ultimate VA Ninja Abie

61. An Asana
TASK can
also have a
sub-task
under it

62. To create a
sub-task click
this icon or
type Tab+S

63. Now you have
a PROJECT
a TASK
a sub-TASK

64. You can
also
assign a
due date
to a
sub-task

65. A sub-task
can also
be
assigned
to a
particular
team
member

66. Notes and
Comments
can also be
added
within the
sub-task

67. Once a
sub-task is
completed you
can also mark it
as complete by
ticking the box
before the sub-
task name

68. A sub-task can be
marked as complete
on its own. You can
mark a Task
complete by ticking
the box before the
Task name.

69. With Asana you can also attach
files within the task

70. You can attach files in
4 ways:
1. Attach from computer
2. Attach from Dropbox
3. Attach from Google
Drive
4. Attach from Box

71. You can show your support for a
task when you click on the heart
icon

72. Monitoring time spent on task is very easy
with Asana with its timer integration features

73. Click on the Timer icon to start
tracking time spent on a task

74. Harvest is a
Timer App
integrated with
the Asana task
pane

75. Create a free
Harvest
account by
clicking the

76. One you have set-up
your Harvest account,
always click the Timer
icon each time you start
on a task for your time
to be recorded and
monitored on Harvest.

77. With the many features of
Asana Project Management
has never been easier.
Let us explore the rest of the
function keys found on Asana
user interface...

78. Click on the
drop-down arrow
on the right to
display additional
Asana actions

79. These actions are:
1. Delete Task
2. Delete Selected Subtask
3. Make a copy
4. Convert to a Project
5. Print
6. Merge Duplicate Tasks
7. Full Screen

80. Using TAGS is
among Asana’s
features. Click
the Tags icon or
press Tab+T

81. Tags are used for filtered views
of tasks across projects.
Use the search bar and enter the tag name,
it will return a list of tasks bearing the same tag.

82. In Asana followers can be added to a task.
Click on the + icon, the name of the team
members will display. Add them and they
will receive updates about the task.

83. Let us explore the
rest of the Asana
functionality

84. Click on the drop-
down arrow on the
left to display
another set of
additional Asana
actions

85. These actions are:
1. Sync to Calendar
2. Add Tasks by Email
3. Print
4. Use as a Template
5. Set Highlight Color
6. Export
7. Archive Project
8. Delete Project

86. Click on
Sync to Calendar.
This window will
open. You have the
option to sync your
Asana tasks with
your preferred
Calendar

87. Click on Add Tasks by Email.
This window will open. You can add a task by
sending an email to a pre-assigned e-mail
address with your Asana account

88. You can also
customize your
tasks by
choosing a
highlight color.

89. Asana provides a whole
range of actions that
provides working and
collaborating on a project or
a task a lot easier.

90. You can do the following:
Print
Use as a Template
Export
Archive Project
Delete Project

91. There is also a
drop-down
menu to
customize your
view options

92. This is how
the Task to
Do view
option looks.

93. This is the
Calendar
view

94. You also have the
option to view your
task attachments
in one window.
Click the
Attachments
tab to do this.

95. To view
Team
Conversations
click here.

96. This is the
window for Team
Conversations

97. If you need more
help in Asana,
you can access
the Help Menu
by clicking the
? icon.

98. Here are
the
Keyboard
Shortcuts
to make
your Asana
experience
a lot easier.

99. Let us have a quick review of
our Asana Layout
The core components of Asana
 WORKSPACE
 PROJECT
 TASK
 sub-TASK
Understanding this hierarchy will make using Asana easier.

100. With Asana Project Management:
1. Your TEAMS, PROJECTS, TASKS and SUBTASKS are
organized.
2. TEAM collaboration within a project/task is easier.
3. Time Management and monitoring is very convenient.
4. Quick retrieval of important documents/files for a project
is possible because of file attachment options.
5. No need to maintain and check project/ task emails, it is
now in one place.

101. Hope you learned from this tutorial!