Asana is a web and mobile application that helps teams track work. The document provides step-by-step instructions on how to sign up for an Asana account, create a team and project, add tasks, assign due dates, and mark tasks as complete. It also describes how to invite team members, start conversations, and view task progress and attachments.

1. HOW TO USE ASANA
RAFAEL DAVIS
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2. www.rafaeldavis.net 2

3. What is Asana?
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4. Asana is a web and mobile
application designed to help
teams track their work.
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5. To sign up with Asana…
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6. Open a browser
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7. Type www.asana.com
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8. You will be directed to this page
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9. Enter your company email
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10. Click “get started”
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11. This screen will appear
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12. You need to verify your
company email account
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13. Open your company email account
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14. Click the email from Asana
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15. Click “verify your email address”
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16. Click “continue”
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17. Fill up the blank space provided
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18. Type your first name and last name
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19. Type your company
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20. Type your password
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21. Click “continue”
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22. Type the name of your team
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23. Click “continue”
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24. Type the email address of your team
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25. Click “continue”
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26. Type the name of your project
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27. Click “continue”
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28. Choose a project layout
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29. Click continue
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30. You have now an Asana Account
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31. To add team members
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32. Click the icon
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33. Type the email address of your team
member
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34. Click the email address
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35. Type the name
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36. Click “send invite”
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37. Email address of your team member is
added
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38. What will happen to the sent
invitation of Asana?
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39. After sending the invitation,
Asana will automatically send a
confirmation email to the new
team member
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40. To find the confirmation email
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41. New team member will open her email
address
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42. Confirmation email looks like this
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43. Click the email
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44. Click “accept invite”
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45. Click “continue”
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46. Enter your full name
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47. Enter your password
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48. To add photo
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49. Click “add photo”
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50. Select your photo
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51. Click “open”
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52. Click “continue”
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53. Type the email address of your team
member
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54. Click “continue”
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55. You can watch the instruction
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56. To create a project
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57. Click the icon
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58. This screen will appear
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59. You can choose either blank or
templates
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60. For this tutorial, we will use
blank to create our own
project.
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61. Type the name of your project
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62. You can choose the layout either list or
board
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63. Click “create project”
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64. The name of your project appears above
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65. To add task
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66. Click “add task”
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67. It has now three (3) sections
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68. Write your task
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69. Press enter to add another task
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70. Type as many tasks
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71. To assign the task to team
members
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72. Click the task to be assigned
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73. Click the icon
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74. Select among the team members
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75. First task is already assigned
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76. To set a deadline to the task
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77. Click “due date”
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78. Select the date and click
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79. Date is already integrated
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80. To add a subtask
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81. Click the icon
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82. Type the subtask
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83. Click the icon to add a description to the
subtask
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84. Type your description
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85. To add comment
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86. Click the box to add a comment
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87. Type your comment
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88. Click comment
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89. The screen of the task, subtask,
description, and comment looks like this
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90. More options are available
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91. To like the task
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92. To add a tag
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93. To attach a file
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94. And many more options….
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95. To add team member for this
task
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96. Click icon
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97. Type the name or email address of the
team member
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98. Click “add”
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99. To start a conversation
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100. Click “conversation”
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101. Click “start a conversation”
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102. Type your subject
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103. Type your conversation
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104. Click “post”
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105. Conversation is already posted
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106. Click “calendar” to view task and
subtask
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107. Click “progress” to view the update
status of the project
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108. Click “files” to view the attachment
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109. To mark the task complete
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110. click the icon
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111. First task of buying a domain is no
longer in the list since it is already
marked completed
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112. To log your account
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113. Click the icon
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114. Click “log out”
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115. Congratulations! You have
learned to use Asana as a
project management tool.
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116. www.rafaeldavis.net 116

117. Thank You!
www.rafaeldavis.net
raffy.davis@gmail.com
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