asana: your ultimate task management tool

113
1 DISCOVER WITHOUT © heartiequeen.wordpress.com | Your Virtual Professional Partner

Upload: heartiequeentarun-tamayo

Post on 19-Aug-2015

31 views

Category:

Documents


3 download

DESCRIPTION

Tutorial in Asana: Discover Teamwork Without Email

TRANSCRIPT

1

DISCOVERWITHOUT heartiequeen.wordpress.com | Your Virtual Professional Partner How much time do you spend writing? How much time do you spend responding to emails? How do you measure if certain tasks are actually being done and accomplished based on project timeline? heartiequeen.wordpress.com | Your Virtual Professional Partner2 Maybe, a lot! heartiequeen.wordpress.com | Your Virtual Professional Partner heartiequeen.wordpress.com | Your Virtual Professional Partner3 1hen 4 heartiequeen.wordpress.com | Your Virtual Professional Partner Take your team to the nexL level 5 heartiequeen.wordpress.com | Your Virtual Professional Partner Stop working out of email get into Asana 6 heartiequeen.wordpress.com | Your Virtual Professional Partner heartiequeen.wordpress.com | Your Virtual Professional Partner Four Simple Reasons TASKS Create tasks for work you plan to do or needa teammate to do, instead of sending an email PROJECTS Organize your tasks into shared projects for your initiatives, meetings and lists 7 COMMENTS Keep conversations with tasks, instead of scattered across email INBOX Never read a status email again; get automatic updates about tasks that matter to you 8 heartiequeen.wordpress.com | Your Virtual Professional Partner Four Simple Reasons ?our Leams work ln one place heartiequeen.wordpress.com | Your Virtual Professional Partner 9 10 heartiequeen.wordpress.com | Your Virtual Professional Partner In this tutorial, I will show you. 11 heartiequeen.wordpress.com | Your Virtual Professional Partner How to sign-up and/ or login How to create projects and tasks How to assign tasks toteammates How to navigate to thewebsite tool and familiarize its features 12 heartiequeen.wordpress.com | Your Virtual Professional Partner You have 2 options to use Asana 13 heartiequeen.wordpress.com | Your Virtual Professional Partner Through its website 14 1 heartiequeen.wordpress.com | Your Virtual Professional Partner Download its mobile app 15 2 heartiequeen.wordpress.com | Your Virtual Professional Partner heartiequeen.wordpress.com | Your Virtual Professional Partner On this presentation, we will navigate through its website 16 heartiequeen.wordpress.com | Your Virtual Professional Partner Asana works best on compatible browsers 17 heartiequeen.wordpress.com | Your Virtual Professional Partner Open www.asana.com in your web browser 18 heartiequeen.wordpress.com | Your Virtual Professional Partner Peres AAnAs homepage 19 heartiequeen.wordpress.com | Your Virtual Professional Partner Click Sign Up Using Google 20 heartiequeen.wordpress.com | Your Virtual Professional Partner Click Accept 21 heartiequeen.wordpress.com | Your Virtual Professional Partner A thank you note will appear 22 heartiequeen.wordpress.com | Your Virtual Professional Partner Open your email account and verify your email address 23 heartiequeen.wordpress.com | Your Virtual Professional Partner A Welcome message from Asana 24 heartiequeen.wordpress.com | Your Virtual Professional Partner Click Continue 25 heartiequeen.wordpress.com | Your Virtual Professional Partner 26 Asana will ask you to complete your profile heartiequeen.wordpress.com | Your Virtual Professional Partner27 LeLs Add hoLo heartiequeen.wordpress.com | Your Virtual Professional Partner Select a Photo 28 heartiequeen.wordpress.com | Your Virtual Professional Partner Click Open 29 heartiequeen.wordpress.com | Your Virtual Professional Partner Asana will ask for emails of team members 30 heartiequeen.wordpress.com | Your Virtual Professional Partner These could be updated in the Project Section of the tool 31 heartiequeen.wordpress.com | Your Virtual Professional Partner Click Forward 32 heartiequeen.wordpress.com | Your Virtual Professional Partner LnLer ?our 1eams name 33 heartiequeen.wordpress.com | Your Virtual Professional Partner Click the check button to continue 34 heartiequeen.wordpress.com | Your Virtual Professional Partner 35 Your team name is also your workspace heartiequeen.wordpress.com | Your Virtual Professional Partner Your Asana account is now up! 36 heartiequeen.wordpress.com | Your Virtual Professional Partner37 Projects Pane Tasks Pane Tasks Details Pane Different sections heartiequeen.wordpress.com | Your Virtual Professional Partner This is the Search box 38 heartiequeen.wordpress.com | Your Virtual Professional Partner Advanced Search 39 heartiequeen.wordpress.com | Your Virtual Professional Partner My Tasks is your view of all the tasks assigned to you in a given workspace 40 heartiequeen.wordpress.com | Your Virtual Professional Partner My Dashboard 41 heartiequeen.wordpress.com | Your Virtual Professional Partner My Inbox 42 heartiequeen.wordpress.com | Your Virtual Professional Partner All items showing Tasks and Conversations 43 heartiequeen.wordpress.com | Your Virtual Professional Partner Your teammates 44 heartiequeen.wordpress.com | Your Virtual Professional Partner Projects Section 45 heartiequeen.wordpress.com | Your Virtual Professional Partner Notice these options when you click here 46 heartiequeen.wordpress.com | Your Virtual Professional Partner LeLs explore more options 47 heartiequeen.wordpress.com | Your Virtual Professional Partner48 1.Click on this icon to display the dropdown menu 2.Your Workspace name displays the Workspace Settings option 3.Click on Workspace Settings option to explore this menu heartiequeen.wordpress.com | Your Virtual Professional Partner49 When you click on the Workspace Settings option, this pop-up window will display and gives option to rename your workspace heartiequeen.wordpress.com | Your Virtual Professional Partner50 By clicking on the Members tab gives you the option to add members to your workspace heartiequeen.wordpress.com | Your Virtual Professional Partner51 You can add up to 15 members with the basic/ FREE Asana account heartiequeen.wordpress.com | Your Virtual Professional Partner52 Add members by entering the email address of your team members heartiequeen.wordpress.com | Your Virtual Professional Partner53 Then, click Send Invite for your team members to receive an email invite to join your Workspace heartiequeen.wordpress.com | Your Virtual Professional Partner54 The Advanced tab displays the list of App integrations heartiequeen.wordpress.com | Your Virtual Professional Partner55 Tick the box to enable Asana to integrate with Harvest time-tracking software heartiequeen.wordpress.com | Your Virtual Professional Partner56 LeLs explore My Profile Settings heartiequeen.wordpress.com | Your Virtual Professional Partner57 PROFILE Add/change/ clear profile photo Introduce yourself on Lhe AbouL Me" portion Tick the Vacation Indicator to show your away status Click Update Profile Getting familiar with My Profile Settings Tab heartiequeen.wordpress.com | Your Virtual Professional Partner58 TO EMAIL Sets your communication preference by choosing which email you want to receive reminders, activity and dashboards messages Getting familiar with My Profile Settings Tab heartiequeen.wordpress.com | Your Virtual Professional Partner59 FROM EMAIL Sets your email sending preference on which you want to use as your email address when creating tasks and conversations to team members in your workspace Getting familiar with My Profile Settings Tab heartiequeen.wordpress.com | Your Virtual Professional Partner60 ACCOUNT This option provides you to change your password and even deactivate account Getting familiar with My Profile Settings Tab heartiequeen.wordpress.com | Your Virtual Professional Partner61 THEMES Personalize your workspace by customizing your theme feature Getting familiar with My Profile Settings Tab heartiequeen.wordpress.com | Your Virtual Professional Partner62 APPS This is where you can see all the apps you authorized with Asana connect.Here, you can also allow Asana to integrate with external applications. Getting familiar with My Profile Settings Tab heartiequeen.wordpress.com | Your Virtual Professional Partner63 HACKS Asana development team are working on to develop and provide more features to Asana users Getting familiar with My Profile Settings Tab heartiequeen.wordpress.com | Your Virtual Professional Partner Creating a Project 64 heartiequeen.wordpress.com | Your Virtual Professional Partner Click the + sign to Create a Project 65 heartiequeen.wordpress.com | Your Virtual Professional Partner66 Enter a Project Name and click Create Project heartiequeen.wordpress.com | Your Virtual Professional Partner67 Now you have your first Project heartiequeen.wordpress.com | Your Virtual Professional Partner68 LeLs CreaLe a 1ask heartiequeen.wordpress.com | Your Virtual Professional Partner Your Project will now have a task description 69 heartiequeen.wordpress.com | Your Virtual Professional Partner LeLs map ouL Lhe Leams work by asslgnlng Lhe tasks 70 heartiequeen.wordpress.com | Your Virtual Professional Partner Click on the Unassigned button to display your team members name and choose yourassignee 71 heartiequeen.wordpress.com | Your Virtual Professional Partner Type here for some notes, details or questions 72 heartiequeen.wordpress.com | Your Virtual Professional Partner Click Comment 73 Select a team member 74 heartiequeen.wordpress.com | Your Virtual Professional Partner heartiequeen.wordpress.com | Your Virtual Professional Partner The name of the member appears 75 heartiequeen.wordpress.com | Your Virtual Professional Partner Click the Due Date (or Tab+D) to set deadline 76 heartiequeen.wordpress.com | Your Virtual Professional Partner Click the Due Date in the calendar 77 You can add Subtasks by clicking the icon or type Tab+S 78 heartiequeen.wordpress.com | Your Virtual Professional Partner heartiequeen.wordpress.com | Your Virtual Professional Partner You can also assign a due date to a subtask 79 heartiequeen.wordpress.com | Your Virtual Professional Partner A subtask can also be assigned to a particular team member 80 heartiequeen.wordpress.com | Your Virtual Professional Partner Add notes and comments within a subtask 81 heartiequeen.wordpress.com | Your Virtual Professional Partner Tick the box when a subtask is completed 82 heartiequeen.wordpress.com | Your Virtual Professional Partner Notice that a Task is marked as complete once a subtask is completed 83 heartiequeen.wordpress.com | Your Virtual Professional Partner You can add Tags 84 heartiequeen.wordpress.com | Your Virtual Professional Partner Tags are used for filtered views of tasks across projects.Use the search bar and enter the tag name then you will be redirected to a list of tasks bearing the same tag. 85 heartiequeen.wordpress.com | Your Virtual Professional Partner Add Attachments (if any) on below sources 86 heartiequeen.wordpress.com | Your Virtual Professional Partner You can show your support for a task when you click on the heart icon 87 heartiequeen.wordpress.com | Your Virtual Professional Partner Monitor the time spent on a task with Harvest Time Tracking integration features 88 heartiequeen.wordpress.com | Your Virtual Professional Partner Harvest is a Time app integrated with Asana task pane 89 heartiequeen.wordpress.com | Your Virtual Professional Partner Click on the try Harvest free now to start your free 30-day trial 90 Click on the timer icon each time you start on your task for your time to be recorded and monitored on Harvest 91 heartiequeen.wordpress.com | Your Virtual Professional Partner heartiequeen.wordpress.com | Your Virtual Professional Partner With the many features of Asana, Project Management has never been easier 92 heartiequeen.wordpress.com | Your Virtual Professional Partner Function Keys and Menu 93 heartiequeen.wordpress.com | Your Virtual Professional Partner On the task details pane, click on the dropdown arrow to display additional actions 94 heartiequeen.wordpress.com | Your Virtual Professional Partner Cllck on Lhe +" lcon Lo add followers Lo a Lask and the name of the team member will appear 95 Add them and they will receive updates about the task assigned heartiequeen.wordpress.com | Your Virtual Professional Partner On the tasks pane, click on the dropdown arrow to display additional actions 96 heartiequeen.wordpress.com | Your Virtual Professional Partner Click on Sync to Calendar for an option to sync your task with your preferred calendar 97 heartiequeen.wordpress.com | Your Virtual Professional Partner Click on Add Tasks by Email so you can add a task by sending an email to a pre-assigned email address 98 heartiequeen.wordpress.com | Your Virtual Professional Partner Customize your task by choosing a highlight color 99 heartiequeen.wordpress.com | Your Virtual Professional Partner You can do more like print, use as a template (copy project), export, archive project or delete project 100 There is also a dropdown menu to customize your view options 101 heartiequeen.wordpress.com | Your Virtual Professional Partner heartiequeen.wordpress.com | Your Virtual Professional Partner LeLs cllck on 1asks Lo uo 102 heartiequeen.wordpress.com | Your Virtual Professional Partner This will appear 103 heartiequeen.wordpress.com | Your Virtual Professional Partner This shows the Calendar view 104 heartiequeen.wordpress.com | Your Virtual Professional Partner View your task attachments in one window by clicking the Attachments tab 105 heartiequeen.wordpress.com | Your Virtual Professional Partner106 Team Conversations heartiequeen.wordpress.com | Your Virtual Professional Partner107 Cllck Lhe ?" Lo access Lhe Pelp Menu heartiequeen.wordpress.com | Your Virtual Professional Partner Asana provides a whole range of actions that provides working and collaborating on a project or a task a lot easier 108 heartiequeen.wordpress.com | Your Virtual Professional Partner Additional Resources 109 heartiequeen.wordpress.com | Your Virtual Professional Partner110 https://asana.com/guide/videos Watch the videos for more detailed tutorial heartiequeen.wordpress.com | Your Virtual Professional Partner111 https://asana.com/apps Connect the tools you use in Asana heartiequeen.wordpress.com | Your Virtual Professional Partner112 https://blog.asana.com/ Asana Blog lLs never Loo laLe Lo sLarL over.lf you werenL happy with yesterday, try something different today.uonL sLay sLuck.uo beLLer. -Alex Elle- 113 heartiequeen.wordpress.com | Your Virtual Professional Partner