How to use asana? evelyn jara-vp with a heart
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Transcript of How to use asana? evelyn jara-vp with a heart
Asana
evelynjara.com
Go to: https://asana.com
Click on “Get Started for FREE”
Enter company email address and click Sign Up
Enter your work email address
open your gmail inbox
Verify your email address
Click Continue
Supply the needed informations in the box
Enter your Teammate’s Email for the project
Choose FREE or PREMIUM account
Click the + sign to add task or project
a menu box appears
then click on Project
Enter the project name
Choose if you want to make it Public or Private
Click on Add task
Start typing the task
Assign the task
Type the name or email of the person you want to assign the task
type comments, directions or questions for the teammates
use @ sign to mention a teammate
then type comment
then click Comment
Task assigned @mentioned teammate
Add details
Click on Due Date
Scroll down the arrow to choose the month
Set due time
Click Set to repeat
click the arrow down
button
then chose if you want to
repeat schedule
click the help menu button for more information on set up
Hover mouse over Add Task to see the Add Section button
New Section has been added.
Type and assign the task
click the + sign to add or edit followers
Add name or invite
click the INBOX to see notifications on work
Click the Search button to find Tasks you’re in
If you’re on Asana Premium you can also have access to these features
Click this button if you want to Upgrade, Log out, change settings and more
From My Profile Settings you can add your photo, role, department and about yourself
You can also change theme from the Display option
Apps you want to connect with Asana
activate different hacks or notifications
click the + sign button to add team member
or invite a team member
Just the email address and click Send Invite
click the + button to add project
Type the project name , description, and privacy setting
Assign task to members
add heart to add appreciation, support or approval
add tags for easy search of project or task
Click subtask if you want to assign task to different members
On subtasks you can add a due date
assign subtasks
add notes or comments
add notes or comments
add clips or attachment
click attach from computer
locate the file from your computer and click open
Here is your attached file
click this icon for more options
You can pin the most important comments to the top
Pinned comment is highlighted
to see a record of changes to a task description, due date or assignee look at
task activity feed
To start a conversation type the subject and task description
At mention someone
Add a new task directly from the conversation
Type the project, task name, description, add due date, attachments and followers
Tasks with due dates automatically show up on Project Calendar
To see or provide a project status update go to progress and mark green, yellow or red
depending on progress
then provide a quick written summary
the progress chart created automatically and shows how tasks have been
completed and how many are left to do
all files, photos or documents added to any tasks and subtasks in the project will
show up in the files section
click the question mark for keyboard shortcuts
scroll down fl more keyboard shortcuts
to Delete a task use tab + delete
Click undo if you accidentally delete a task
Or click on Deleted Items
Hover mouse over the trash can icon and undelete
How to use asana-created templates?
Creating a project from quick add
Click the orange + button in the top bar then select Project
Or from the side bar click Create a project
Click on Templates
In the Templates tab, you’ll be able to choose from a set of eight different
project templates.
Just move the slide bar to choose the template
Click the preview button
then click Use Template
Or if you want to use Meeting Agenda template click on Preview
then click on use template
the rest of other templates are for Premium members use
Place project name, select privacy setting and click create project
Edit the project to fit your workflow