This document provides step-by-step instructions for setting up and using Asana, a project management software. It explains how to create a free Asana account, set up a team and projects, add tasks, sync with Google Calendar, use search functions, and integrate with other apps like Weekdone and Instagantt. The document walks through the entire process from sign up to logging out.

1. How to manage
projects using Asana

2. Asana is a project
management
software

3. You will learn the
features of Asana

4. How to set it up
and get started
organizing projects
and tasks

5. Let's get started

6. Go to a web
browser

7. Type
www.asana.com to
web browser

8. Press enter

9. This is the Asana
homepage

10. Let's start with a
free Asana
account

11. Log in through
your company
account

12. Or log in using
your gmail account

13. Let's try the log in
button for this
tutorial

14. A window will
appear like this

15. A window pops out
showing your
gmail accounts

16. I clicked on the
last gmail account

17. The Asana
welcome page
tutorial video

18. Press the continue
button

19. Asana
automatically fills
in your profile

20. Press the continue
button

21. Write the name of
your team here

22. I input the name of
the team

23. Press the continue
button

24. This asks for your
team mates email

25. Press the continue
button

26. This is the Asana
dashboard

27. Click your name
button to
customize settings

28. Click on the my
profile settings

29. This contains
about your profile

30. Edit the to email
option

31. Let us start to
work on the
dashboard

32. Invite some team
members

33. Type the email
address on the
box

34. A pop up box
appear for
invitation

35. An email will be
sent to the person
invited to join the
team

36. That looks exactly
like this

37. Press the accept
invite button

38. A new tab for
Asana opens for
the invited team
member

39. A team member is
added to
the dashboard

40. Let's set up a
project

41. Add project by
pressing the +
button

42. Enter project
name and
description

43. You can customize
the settings of the
project

44. Tick on the List
and Public to team
button

45. Press the create
project button

46. Project name is
added in the
dashboard

47. Put a highlight
color to the project

48. We can add team
members to
collaborate with
the project

49. Press the + button
on the upper left
corner

50. A pop up box
appears like this

51. Press the add
button below

52. Start adding tasks
on the project

53. The tasks were
added to the
project

54. Add a description
of the task

55. Put a sub task

56. You can make a
comment about
the task

57. Assign the tasks to
the team members

58. Now we are done
assigning tasks

59. Put some due
dates to the tasks

60. Get more options
for the tasks

61. How to manage
tasks on a daily
basis?

62. Press this button
to schedule your
task

63. Mark the tasks
when it is done

64. Let's sync our
personal calendar
with Asana

65. Go to
www.asana.com/a
pps

66. You open a page
like this

67. Sync Asana with
google calendar

68. Click the app to
open up a new
page

69. Open google
calendar

70. Go to Asana
dashboard

71. Press dropdown
button beside
project name

72. Select sync
calendar option

73. A pop up box will
appear

74. Copy the URL

75. Open the google
calendar again

76. Click the box at
the other
calendars

77. Press the add by
URL button

78. Paste the URL on
the pop up box

79. Click on the add
calendar button

80. Asana is now in
sync with google
calendar

81. Now let's go back
to Asana
dashboard and
track our tasks

82. Click on the Team
calendar

83. It displays our task
on the asana
calendar

84. Like this

85. Notice the two
different colors
which signifies two
projects

86. Let's make the
most out of asana
application

87. Using the asana
search function

88. Search for a task
using a tag

89. Or use the
advance search
option

90. Fill in the
appropriate box

91. Keep everyone
motivated using
conversation

92. Make a comment
on certain task for
clarifications

93. Like this

94. How to
consolidate
project feedback
and manage risks

95. Go to Asana main
Dashboard and
click on a project

96. Like this

97. Update the project
status

98. A status will be
displayed on the
dashboard below
the project

99. Like this

100. Moving to the
sorts of
integrations for
Asana

101. Go to
www.asana.com/a
pps

102. You will open a
page like this

103. Look for
weekdone
application

104. Click the
weekdone
application

105. Opens to a page
like this

106. Click on the visit
weekdone report
dashboard

107. A new page opens
up

108. Grant permission
for weekdone to
connect with
asana

109. Press the allow
button

110. Select your
workspace

111. Click on the Virtual
team

112. Weekdone is an
application that
generate reports

113. A sample report
for virtual team

114. View tasks
assigned to team
members

115. Download the file
as a pdf to give
customer a single
file

116. Or update a client
with the task
without getting
inside asana

117. Like this example

118. Moving on to
another
application named
Instagantt

119. Look for instagantt
on asana apps
and integrations

120. Click for the
application

121. Opens up to a
page like this

122. Connect with
asana

123. You will be
redirected to
instagantt

124. Like this

125. Grant permission
and press allow

126. Connect to your
workspace

127. Connect with your
projects

128. Instagantt genera
tes a gantt chart of
your projects

129. Looks like this

130. Now we are
logging out of our
asana account

131. Go back to asana
main dashboard

132. Click on the log
out button

134. Visit www.kristinacamillesoriano.com