Asana Basic Guide

Asana is the project management platform that is helping me and my team to plan, collaborate, and track our project. I hope these bits of knowledge can be helpful for you as they were for me to create and use it.

1. Create a project

I started by clicking the orange + button and then click “project” and, you will see these options.

2. Create a task

To create a task, click the “+ Add Task” button, type a task name, then you can keep pressing enter to keep adding more.

• Make specific names
• Set realistic due dates
• Attach files if necessary
• Add collaborators (team members)
• Use @mentions to link specific actions to a member.
• Comment on a task

3. Organize your project

Create group related tasks together with sections or columns. It can be by timeframe (weeks or months), project phases, or divided by “to do,” “doing,” “done.” Also, you can custom the fields by priority, cost, approval, or what works best for your project.

4. Find your work and updates

By clicking in “just my tasks,” you would see only the ones you’ve been working on and the progress.

You can find some updates on the option “Inbox” for the work you are following.

This is basically what I did with my team to start creating projects and tasks to start working and organizing a new project. I feel like this would increment my organization in multiple ways. I can use this as a daily thing with or without a team because currently I’m using Notion as my organization tool and I can also divide by “to do,” “doing,” “done.” But this software gives me a little bit more options and I’m feeling more organized this way. Once I get to learn and master how to use the basics it would be easier to start adding complexity and more features to your projects.

I’ll keep you posted next week with more about what I learned new about Asana and how I can implement it in my daily IT life.