Transcript of How to Use Asana- The Project Management Tool
How to Use
Project Management Tool
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What is Asana?
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is a web-based project management tool.
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It was designed to improve team collaboration working in
a particular project.
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You can communicate and work effectively with your team
without using an email.
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The free service provide maximum of 15 team
members.
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There are two options you can use Asana.
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As a Web and Mobile application.
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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.
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Go to your browser.
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Type in www.asana.com
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Press Enter!
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Welcome to Asana!
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Before we proceed…
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it would be helpful to familiarize with some
important terms in Asana.
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Organizations are the highest level of hierarchy for your
business.
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Workspace is a virtual space where your team will
work together in a given project/projects.
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Projects are lists of tasksto be completed.
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Tasks are the basic unit of work. Each task represents work need
to accomplish.
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Teams are group of people working together to complete a
project or projects.
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1. Signing up with Asana
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You can sign up using Google.
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Or create account with Asana.
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Enter your email.
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Click Get Started for Free.
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Open your email and verify email account.
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Click verify your email address.
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Check out Asana Video first!
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Click Continue.
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Fill in the details.
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You can also add your photo.
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Click Add Photo.
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Select the photo you will use.
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And there you have it.
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Who will be working with you?
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Add your team’s email and click continue.
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This is your Asana Workspace.
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Your Dashboard.
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My Inbox is your notification center for Asana…
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This displays updates on all projects you are connected with.
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Use Search bar to find tasks or files.
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2. Creating Personal and Team Project
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Click your Profile and choose Personal Projects.
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My Personal Tasks will appear on your Workspace.
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Click plus (+) sign to create a project.
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Type in the title of your Project.
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Click Create Project.
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Now, you have a Workspace for your new Project.
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The list of tasks will appear here.
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Start a conversation here.
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Set up your schedule here.
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Track the progress of your project.
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All attachments related to the project will appear here.
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Check the drop down menu for other options.
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Click Add Task.
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List down the tasks you need to do for this project.
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Click this to assign the task.
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Check out this tool menu.
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A heart button indicates you love the task assigned to you
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Tag is used to create filtered views of tasks across projects
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You can add a task within task, assign it and put due date.
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Attachments options to source out external files.
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Other options you can choose.
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Click check button if the task is completed.
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Once the task is complete it will be removed from your workspace.
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If you want to view the completed task…
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Click View and choose All Completed Tasks.
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There you have it.
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This time, we will do Team Project.
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Click plus (+) button in Projects.
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Check the privacy section.
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Click Create Project.
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Again, identify the tasks your team need to accomplish.
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3. Assigning tasks to team members
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Click this button to assign a team member to do this task.
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Put the email and name of your
team member on each task.
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The initials of the assigned member will appear here.
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Each member can view the task assigned to them.
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4. Maximizing Asana features for team collaboration
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Let’s add subtasks, click this button.
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Type subtasks on this area.
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Set due date for this subtask.
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You can add comments or notes here.
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Adding files to subtask.
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Source out from Google Drive.
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Click Allow.
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Log in to your Google account.
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Choose the file you will attach.
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Click Select.
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The file is successfully attached.
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You will notice that only two persons can follow this subtask.
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You can add followers for this subtask by clicking this add button.
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Let’s assign the second subtask to a Guest member.
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For Guest members like contractors, interns or clients they only have limited access on the
project.
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Click Assign this subtask.
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Type the name, email and put check on this section.
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The initial of the Guest member will appear here.
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Let’s check the Progress Report.
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Click Progress.
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Check out Asana keyboard shortcuts to help your team