Kicking off Asana
Meet AsanaAsana makes it easy for us to collaborate and accomplish our goals.
Asana is how we track
who is doing
what by
when
You won’t have to spend
SOURCE: MCKINSEY GLOBAL INSTITUTE, “THE SOCIAL ECONOMY”
12 hours of your weekanswering Email
8 hours of your weekhunting down internal information
6 hours of your weekcommunicating back and forth with stakeholders
It’s powerful and intuitive
TasksA task is a piece of work that we need to do. When it’s done we simply mark it complete. With tasks, you can:
• Add an assignee
• Set a due date
• Provide a description
• Upload attachments
• Loop in followers
ProjectsProjects are flexible collections of tasks that let us build workflows and track our progress across tasks.
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ConversationsConversations are threads of communication between all team or project members.
Let’s brainstorm video ideas
How we use Asana
When to use Asana
Instead of an email, create a task when you:
• Have a question
• Have a request
• Need a piece of work done
• Have information to store for
future reference
Instead of a meeting, create a conversation when you:
• Have an announcement to make
• Need to have a discussion with all project members
• Need to have a discussion with all
team members
Start your day in My Tasks
My Tasks shows you all the tasks you’ve been assigned.
• Mark new tasks for Today, Upcoming, or Later.
• Take a look at the tasks in your Today section and
manage expectations on what you will complete today
and what you’ll have to put off for later.
• Start marking tasks off!
VEtiquette and conventions
CREATING TASKS
Provide context in the description, check the
assignee’s My Tasks, and set reasonable due dates.
CREATING PROJECTS
Provide context & workflow instructions in description, use sections, set a project
owner and due date.
TEMPLATES
Tasks or Projects beginning with “[TEMPLATE]” are to be
copied and not directly edited.
POSTING CONVERSATIONS
Be mindful of noise and over communication. @mention any relevant projects, tasks
or people.
NO BLUE, NO RED
Keep your My Tasks list up to date by triaging new tasks and adjusting due dates on
overdue tasks.
SUBTASKS
Let the assignee know there is a parent task in the
description and don’t go deeper than two levels.
Learn more about Asana
Task me a questionIf you have a question, assign me a task for it and I’ll get you an answer.
Asana Guide Orientation VideoLearn best practices and how
to use key features.
http://asa.na/4l
Learn the basics of using Asana in 30 minutes.
http://asa.na/4m
If you need help