You are on page 1of 121

How to Use

Asana
www.bestofjulietcasing.com/blog

Asana is a Project
Management Software.

www.bestofjulietcasing.com/blog

In this tutorial, you will learn


Asana features

www.bestofjulietcasing.com/blog

built for your projects, your


workflows, your goals, your
team.
www.bestofjulietcasing.com/blog

How to SIGN UP with


Asana?
www.bestofjulietcasing.com/blog

Go to your web browser

www.bestofjulietcasing.com/blog

Go to https://asana.com

www.bestofjulietcasing.com/blog

Hit Enter

www.bestofjulietcasing.com/blog

This will appear. Lets sign


up.

www.bestofjulietcasing.com/blog

Click here to sign up using


google.

www.bestofjulietcasing.com/blog

10

Or here to create a new


account

www.bestofjulietcasing.com/blog

11

For this tutorial, I will sign


up using Google.

www.bestofjulietcasing.com/blog

12

Click here

www.bestofjulietcasing.com/blog

13

A new window will open.


Click Allow

www.bestofjulietcasing.com/blog

14

Welcome to Asana

www.bestofjulietcasing.com/blog

15

Watch the video tutorial


here or click Continue

www.bestofjulietcasing.com/blog

16

I click Continue and this


appears

www.bestofjulietcasing.com/blog

17

Fill up your profile.

www.bestofjulietcasing.com/blog

18

Type the:
Full Name
Organization
Work Email
Personal Email
www.bestofjulietcasing.com/blog

19

Click here to add a photo

www.bestofjulietcasing.com/blog

20

Select the photo you want


then click Open.

www.bestofjulietcasing.com/blog

21

New photo is now uploaded

www.bestofjulietcasing.com/blog

22

Click Continue

www.bestofjulietcasing.com/blog

23

You can add Teammates


here.

www.bestofjulietcasing.com/blog

24

However, we can always


add Teammates later.

www.bestofjulietcasing.com/blog

25

Click Continue

www.bestofjulietcasing.com/blog

26

Type your Team Name here

www.bestofjulietcasing.com/blog

27

Click Continue

www.bestofjulietcasing.com/blog

28

This is you Asana


Dashboard

www.bestofjulietcasing.com/blog

29

How to invite people or


Teammates?
www.bestofjulietcasing.com/blog

30

Click here

www.bestofjulietcasing.com/blog

31

Type email address

www.bestofjulietcasing.com/blog

32

Click this

www.bestofjulietcasing.com/blog

33

Type the Name

www.bestofjulietcasing.com/blog

34

Click Send Invite

www.bestofjulietcasing.com/blog

35

Yahoo Mail is added here

www.bestofjulietcasing.com/blog

36

What happens with the


sent invitation in Asana?
www.bestofjulietcasing.com/blog

37

After sending invitation,


Asana sends an email to the
invited Teammate.

www.bestofjulietcasing.com/blog

38

Like this--

www.bestofjulietcasing.com/blog

39

Click Join the Team Now

www.bestofjulietcasing.com/blog

40

New tab for Asana opens

www.bestofjulietcasing.com/blog

41

He can click continue here


to proceed

www.bestofjulietcasing.com/blog

42

Note that Asana


automatically fills his
information here.

www.bestofjulietcasing.com/blog

43

Click to add photo

www.bestofjulietcasing.com/blog

44

He can create a Password


here

www.bestofjulietcasing.com/blog

45

Or Enter with google

www.bestofjulietcasing.com/blog

46

By entering a Password,
type a Password here

www.bestofjulietcasing.com/blog

47

Click Continue

www.bestofjulietcasing.com/blog

48

Click Continue here

www.bestofjulietcasing.com/blog

49

His Asana Dashboard is


now open

www.bestofjulietcasing.com/blog

50

Adding more
Teammates in Asana
www.bestofjulietcasing.com/blog

51

Click here

www.bestofjulietcasing.com/blog

52

Type the email

www.bestofjulietcasing.com/blog

53

Click here

www.bestofjulietcasing.com/blog

54

Type the name

www.bestofjulietcasing.com/blog

55

Click Send Invite

www.bestofjulietcasing.com/blog

56

New Team mate is now


added

www.bestofjulietcasing.com/blog

57

Creating our First


Project
www.bestofjulietcasing.com/blog

58

Click in the + button here

www.bestofjulietcasing.com/blog

59

Type the Name of the


Project

www.bestofjulietcasing.com/blog

60

Tick shared with

www.bestofjulietcasing.com/blog

61

Click Create Project

www.bestofjulietcasing.com/blog

62

New Project is here

www.bestofjulietcasing.com/blog

63

Lets add a task. Click here

www.bestofjulietcasing.com/blog

64

It now has 3 sections

Project

www.bestofjulietcasing.com/blog

Task

Task
Details

65

Type task here. Hit enter to


continue adding tasks.

www.bestofjulietcasing.com/blog

66

I have typed my 10 tasks

www.bestofjulietcasing.com/blog

67

Lets select Hootsuite

www.bestofjulietcasing.com/blog

68

Click here to assign task

www.bestofjulietcasing.com/blog

69

Select among team members. I


select Juliet Casing

www.bestofjulietcasing.com/blog

70

Task is now assigned here

www.bestofjulietcasing.com/blog

71

Click here to select Due


Date

www.bestofjulietcasing.com/blog

72

Select date and click OK

www.bestofjulietcasing.com/blog

73

Click here to add subtasks


within this task

www.bestofjulietcasing.com/blog

74

Type subtasks here

www.bestofjulietcasing.com/blog

75

I added
Description
and
5 subtasks
www.bestofjulietcasing.com/blog

76

You can add


comment here
if you want

www.bestofjulietcasing.com/blog

77

When you have finished


your task, click this.

www.bestofjulietcasing.com/blog

78

More options are available


here like adding tags

www.bestofjulietcasing.com/blog

79

Adding attachments

www.bestofjulietcasing.com/blog

80

And much more..

www.bestofjulietcasing.com/blog

81

Click here to add members


in this task

www.bestofjulietcasing.com/blog

82

Type name or email of a


member here.

www.bestofjulietcasing.com/blog

83

Click Add Member

www.bestofjulietcasing.com/blog

84

Starting conversation
with Teammates inside
Asana
www.bestofjulietcasing.com/blog

85

Click here

www.bestofjulietcasing.com/blog

86

Type message here

www.bestofjulietcasing.com/blog

87

To address message to
specific member, click here

www.bestofjulietcasing.com/blog

88

Click At-mention Someone

www.bestofjulietcasing.com/blog

89

Name of mentioned member


appears here

www.bestofjulietcasing.com/blog

90

Click again here

www.bestofjulietcasing.com/blog

91

Click here to attach file in


the message

www.bestofjulietcasing.com/blog

92

Select the File Source here

www.bestofjulietcasing.com/blog

93

Click here to Add New Task

www.bestofjulietcasing.com/blog

94

Add task here

www.bestofjulietcasing.com/blog

95

Click Post

www.bestofjulietcasing.com/blog

96

Here is your conversation

www.bestofjulietcasing.com/blog

97

After clicking Post,


mentioned member will be
notified in the email

www.bestofjulietcasing.com/blog

98

Like this

www.bestofjulietcasing.com/blog

99

Lets explore more

www.bestofjulietcasing.com/blog

100

Click Calendar to view your


tasks and subtasks

www.bestofjulietcasing.com/blog

101

Click here to view the


completed and remaining tasks.

www.bestofjulietcasing.com/blog

102

View here the files that you have


attached to this task.

www.bestofjulietcasing.com/blog

103

Creating Personal
Project
www.bestofjulietcasing.com/blog

104

Click here

www.bestofjulietcasing.com/blog

105

Click Personal Project

www.bestofjulietcasing.com/blog

106

Under My Personal Tasks

www.bestofjulietcasing.com/blog

107

Use the same process of


creating Projects and Tasks

www.bestofjulietcasing.com/blog

108

Creating task to specific


member
www.bestofjulietcasing.com/blog

109

Select and click the


members name

www.bestofjulietcasing.com/blog

110

Example: Click Engr.


Darwin

www.bestofjulietcasing.com/blog

111

Click Add Task

www.bestofjulietcasing.com/blog

112

Type task

www.bestofjulietcasing.com/blog

113

New task assigned

www.bestofjulietcasing.com/blog

114

Edit this place using the


same process

www.bestofjulietcasing.com/blog

115

like setting Due Date,


Tags and Adding Files.

www.bestofjulietcasing.com/blog

116

Logging out your


account
www.bestofjulietcasing.com/blog

117

Click here

www.bestofjulietcasing.com/blog

118

Click Log Out

www.bestofjulietcasing.com/blog

119

You might also like