How to Asana | Getting started

How to Asana | Getting started

Aug 30, 2024

Welcome to Asana. Let's get you started in just a few minutes.

Everything starts with a project. Create one from scratch, use a premade template, or import an existing spreadsheet.

With your project created, it's time to add tasks. The actionable, bite-sized pieces of work needed to get your project done. Give every task an assignee and due date so it's clear who's doing what by when.

Group your tasks with sections and organize them with custom fields. Track priority or status with a drop-down field. Manage budgets with numerical fields. And add fields to your library so you can reuse them later.

Once your project is set up, invite a few teammates. Collaborate on tasks with likes and comments, even add attachments. Tagged teammates will get an update in their Asana inbox.

Best of all, mark tasks complete when work gets done.

Customize your project with advanced features.

Add a form to turn submissions into actionable tasks.

Automate repetitive steps with rules. Choose a trigger and an action, and say goodbye to busy work.

Build dashboards to track your team's progress, and share status updates to keep everyone in the loop as work moves forward.

Managing lots of projects? Organize them with portfolios. Portfolios give you a bird's eye view of multiple projects at once, helping you pinpoint blockers and alleviate bottlenecks.

Finally, connect projects and portfolios to your team's goals, so everyone can see how their work ladders up to your most important priorities.

Asana helps you stay organized and up-to-date. See all your tasks in one place with my tasks. Check your inbox for updates and communicate with your teammates through comments, likes, and even appreciations.

Finally, connect your work with other teams by checking out the hundreds of integrations Asana has with other tools.

Now that you know your way around, why not dive right in? See you in Asana.

Head to the Asana Help Center https://help.asana.com/ to learn more.