how to use asana- the project management tool

How to Use

Project Management Tool

www.aimdynamicvp.com

What is Asana?


is a web-based project management tool.


It was designed to improve team collaboration working in

a particular project.


You can communicate and work effectively with your team

without using an email.


The free service provide maximum of 15 team

members.


There are two options you can use Asana.


As a Web and Mobile application.


For this tutorial, we will cover the following:

How to sign up with Asana. How to create Personal and Team Project. How to assign tasks to team members. How to maximize its features for team collaboration.


Go to your browser.


Type in www.asana.com


Press Enter!


Welcome to Asana!


Before we proceed…


it would be helpful to familiarize with some

important terms in Asana.


Organizations are the highest level of hierarchy for your

business.


Workspace is a virtual space where your team will

work together in a given project/projects.


Projects are lists of tasksto be completed.


Tasks are the basic unit of work. Each task represents work need

to accomplish.


Teams are group of people working together to complete a

project or projects.


1. Signing up with Asana


You can sign up using Google.


Or create account with Asana.


Enter your email.


Click Get Started for Free.


Open your email and verify email account.


Click verify your email address.


Check out Asana Video first!


Click Continue.


Fill in the details.


You can also add your photo.


Click Add Photo.


Select the photo you will use.


And there you have it.


Who will be working with you?


Add your team’s email and click continue.


This is your Asana Workspace.


Your Dashboard.


My Inbox is your notification center for Asana…


This displays updates on all projects you are connected with.


Use Search bar to find tasks or files.


2. Creating Personal and Team Project


Click your Profile and choose Personal Projects.


My Personal Tasks will appear on your Workspace.


Click plus (+) sign to create a project.


Type in the title of your Project.


Click Create Project.


Now, you have a Workspace for your new Project.


The list of tasks will appear here.


Start a conversation here.


Set up your schedule here.


Track the progress of your project.


All attachments related to the project will appear here.


Check the drop down menu for other options.


Click Add Task.


List down the tasks you need to do for this project.


Click this to assign the task.


Check out this tool menu.


A heart button indicates you love the task assigned to you


Tag is used to create filtered views of tasks across projects


You can add a task within task, assign it and put due date.


Attachments options to source out external files.


Other options you can choose.


Click check button if the task is completed.


Once the task is complete it will be removed from your workspace.


If you want to view the completed task…


Click View and choose All Completed Tasks.


There you have it.


This time, we will do Team Project.


Click plus (+) button in Projects.


Check the privacy section.


Click Create Project.


Again, identify the tasks your team need to accomplish.


3. Assigning tasks to team members


Click this button to assign a team member to do this task.


Put the email and name of your

team member on each task.


The initials of the assigned member will appear here.


Each member can view the task assigned to them.


4. Maximizing Asana features for team collaboration


Let’s add subtasks, click this button.


Type subtasks on this area.


Set due date for this subtask.


You can add comments or notes here.


Adding files to subtask.


Source out from Google Drive.


Click Allow.


Log in to your Google account.


Choose the file you will attach.


Click Select.


The file is successfully attached.


You will notice that only two persons can follow this subtask.


You can add followers for this subtask by clicking this add button.


Let’s assign the second subtask to a Guest member.


For Guest members like contractors, interns or clients they only have limited access on the

project.


Click Assign this subtask.


Type the name, email and put check on this section.


The initial of the Guest member will appear here.


Let’s check the Progress Report.


Click Progress.


Check out Asana keyboard shortcuts to help your team

work faster.


Now, it’s your turn to explore

Asana.


Have fun learning!


Thank you for reading!


Visit


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guides.


I would love to hear

your comments.


Sources:

https://asana.com/guide

https://pixabay.com/en/team-teamwork-business-1525446/

http://computers.tutsplus.com/tutorials/everything-you-need-to-know-to-get-started-with-asana--cms-19543


how to use asana- the project management tool

Leadership & Management