The Basics of Asana

How to use ASANA

2015 [email protected] How to use Asana

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What is ASANA?


2

ASANA is a web and mobile

project management tool

designed


3

to enable teamwork

without email.


4

To access ASANA, open up

a browser.


5

For this presentation, we will

use Mozilla Firefox.


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Type here www.asana.com.


7

Press Enter key.


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This page will appear.


9

We can either sign up using our

google account


10

Or create a new account

here


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For this presentation, lets sign up using google account


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Key in your email address

here.


13

Your password here.


14

Click here to sign in.


15

This screen will appear. Click

Accept.


16

This window will pop-up.


17

Click Continue after watching

the video.


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This window will pop-up.


19

Key in here the organization

name.


20

Click here to continue.


21

Type in the email addresses

of your teammates here.


22



23

Type in your teams name here.


24



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This window will now appear.


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Heres the list of the members that you have added.


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Do note that for free ASANA

account


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its limited up to 15

members.


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And only 3 projects can be

created.


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Also, your teammates will be

notified


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via email regarding

the project.


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Heres a sample email received once added in ASANA :


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The member just need to click

here


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to join in the team.


35

Create a project by clicking

here.


36

Key in here the Project name.


37

We can set the privacy to

be either open


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to all people with access to

the workspace


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or only to the project

members.


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For this presentation, we will

choose the first option.


41

Click here.


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You will now see the Project

here.


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Key in the project tasks here.


44

To add a member for the

project, click here.


45

Click on the plus sign.


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Select the member that you

need to add


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Select another member.


48

After adding members, click

here.


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Now, the members list is updated.


50

For Project Overview, key in

the project owner here.


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Key in the project due date

here.


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Type here the description of

the Project.


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Status of the project is

automatically updated.


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Right after you key in the

project tasks,


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You will see immediately the

progress of your tasks here


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To view again on your tasks

list, click here.


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To view the calendar, click

here.


58

This is where you need to click

on for attachments.


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To attach a file, click on one

of the tasks on the list


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Then click here.


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Choose here, which source

you want to attach from.


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To assign the task, hover your

mouse here.


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Then click the person icon.


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You can either choose an

assignee for the task


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Or assign the task to yourself.


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Please remember that in

Asana you can only


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assign ONE task to one

person.


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Once the task is completed ,

the assignee


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Can either tick the box here


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Or here.


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You can also put a due

date for the task.


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Click here.


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Choose the date here.


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Choose the time here.


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Click here if the task is a

Recurring


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or repeating task.


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Choose here the tasks frequency.


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It will be shown like this right

now.


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If you want to remove the

due date and time,


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Click x on this icon.


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It will now be displayed again

like this.


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If theres need to put in

other details


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about the task, key it inside

the description field.


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Key in the description here.


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Click here if you want to add

subtask.


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Type here the subtask detail.


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Click this icon to assign the

subtask.


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Choose the assignee here.


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Similarly, you may also put a

due date


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and comment for the subtask

created.


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Click here to put tags on to

your task.


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You can use tags to help

you


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organize everything inside

Asana.


94

Also, all items inside Asana


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will be easily searched by

using tags.


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Type here the desired tags for

the task.


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Click the tag here.


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The tag will be shown like this.


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Do note also that anyone

who has been


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added as followers for the

task


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may comment on the task

here


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or share files (via attachment)

to the team


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If you want to see all your

tasks and conversations,


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Click All Items.


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To see all tasks only, click

here.


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To see all your projects, click

on Dashboard.


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THE END


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The only way to do great work is to love what you do.

Steve Jobs


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Documents

The Basics of Asana