asana: your project management software
TRANSCRIPT
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
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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