asana: your project management software

How to manage

projects using Asana

Asana is a project

management

software

You will learn the

features of Asana

How to set it up

and get started

organizing projects

and tasks

Let's get started

Go to a web

browser

Type

www.asana.com to

web browser

Press enter

This is the Asana

homepage

Let's start with a

free Asana

account

Log in through

your company

account

Or log in using

your gmail account

Let's try the log in

button for this

tutorial

A window will

appear like this

A window pops out

showing your

gmail accounts

I clicked on the

last gmail account

The Asana

welcome page

tutorial video

Press the continue

button

Asana

automatically fills

in your profile

Press the continue

button

Write the name of

your team here

I input the name of

the team

Press the continue

button

This asks for your

team mates email

Press the continue

button

This is the Asana

dashboard

Click your name

button to

customize settings

Click on the my

profile settings

This contains

about your profile

Edit the to email

option

Let us start to

work on the

dashboard

Invite some team

members

Type the email

address on the

box

A pop up box

appear for

invitation

An email will be

sent to the person

invited to join the

team

That looks exactly

like this

Press the accept

invite button

A new tab for

Asana opens for

the invited team

member

A team member is

added to

the dashboard

Let's set up a

project

Add project by

pressing the +

button

Enter project

name and

description

You can customize

the settings of the

project

Tick on the List

and Public to team

button

Press the create

project button

Project name is

added in the

dashboard

Put a highlight

color to the project

We can add team

members to

collaborate with

the project

Press the + button

on the upper left

corner

A pop up box

appears like this

Press the add

button below

Start adding tasks

on the project

The tasks were

added to the

project

Add a description

of the task

Put a sub task

You can make a

comment about

the task

Assign the tasks to

the team members

Now we are done

assigning tasks

Put some due

dates to the tasks

Get more options

for the tasks

How to manage

tasks on a daily

basis?

Press this button

to schedule your

task

Mark the tasks

when it is done

Let's sync our

personal calendar

with Asana

Go to

www.asana.com/a

pps

You open a page

like this

Sync Asana with

google calendar

Click the app to

open up a new

page

Open google

calendar

Go to Asana

dashboard

Press dropdown

button beside

project name

Select sync

calendar option

A pop up box will

appear

Copy the URL

Open the google

calendar again

Click the box at

the other

calendars

Press the add by

URL button

Paste the URL on

the pop up box

Click on the add

calendar button

Asana is now in

sync with google

calendar

Now let's go back

to Asana

dashboard and

track our tasks

Click on the Team

calendar

It displays our task

on the asana

calendar

Like this

Notice the two

different colors

which signifies two

projects

Let's make the

most out of asana

application

Using the asana

search function

Search for a task

using a tag

Or use the

advance search

option

Fill in the

appropriate box

Keep everyone

motivated using

conversation

Make a comment

on certain task for

clarifications

Like this

How to

consolidate

project feedback

and manage risks

Go to Asana main

Dashboard and

click on a project

Like this

Update the project

status

A status will be

displayed on the

dashboard below

the project

Like this

Moving to the

sorts of

integrations for

Asana

Go to

www.asana.com/a

pps

You will open a

page like this

Look for

weekdone

application

Click the

weekdone

application

Opens to a page

like this

Click on the visit

weekdone report

dashboard

A new page opens

up

Grant permission

for weekdone to

connect with

asana

Press the allow

button

Select your

workspace

Click on the Virtual

team

Weekdone is an

application that

generate reports

A sample report

for virtual team

View tasks

assigned to team

members

Download the file

as a pdf to give

customer a single

file

Or update a client

with the task

without getting

inside asana

Like this example

Moving on to

another

application named

Instagantt

Look for instagantt

on asana apps

and integrations

Click for the

application

Opens up to a

page like this

Connect with

asana

You will be

redirected to

instagantt

Like this

Grant permission

and press allow

Connect to your

workspace

Connect with your

projects

Instagantt genera

tes a gantt chart of

your projects

Looks like this

Now we are

logging out of our

asana account

Go back to asana

main dashboard

Click on the log

out button

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