Tutorial on How to Use Asana by Flor Angeles @ florangeles.com | Ideal Virtual Professional

1. How
to Use
1© Flor Angeles – How to Use Asana

2. What
is
Asana?
2© Flor Angeles – How to Use Asana

3. 3© Flor Angeles – How to Use Asana
Asana is a web and
mobile application

4. designed to help
teams track their
work.
4© Flor Angeles – How to Use Asana

5. It also improves team
collaboration.
5© Flor Angeles – How to Use Asana

6. And another good
feature of Asana
is that
6© Flor Angeles – How to Use Asana

7. it allows users to
manage projects
and tasks online
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8. without the use of
email and just create
8© Flor Angeles – How to Use Asana

9. workspaces for each
team that contain
projects in which
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10. these projects have
tasks for the team to
work on.
10© Flor Angeles – How to Use Asana

11. In each task, users
can add notes
comments,
11© Flor Angeles – How to Use Asana

12. attachments and tags.
Users can follow
projects and tasks
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13. and when the status
of a project or task
changes
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14. the followers get
updates about the
changes in their inboxes.
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15. How to
Log In
to Asana?
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16. Before we
proceed
let me inform
you
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17. that you
have two
options to use
Asana
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18. either on its
website or by
downloading
its mobile app.
18© Flor Angeles – How to Use Asana

19. For this
tutorial, we
will go directly
to the website
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20. Open your web
browser
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21. Look here in the
address bar
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22. Click inside the
bar
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23. Type in
www.asana.com
and press Enter
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24. The home page appears
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25. Click on Log In
button
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26. This window will
appear
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27. There are two
ways you can
log in here,
either
27© Flor Angeles – How to Use Asana

28. using Google
account or the
company email
which you’ve
registered
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29. Let’s log in using
Google account
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30. Click on Log In Using
Google button
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31. This window appears
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32. Click on Allow button
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33. A welcome window
will appear
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34. If you want to watch
the video, click here
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35. Or click on Continue
button
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36. You will be asked to
complete your profile
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37. If you’re done, just
click Continue
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38. You will also be
requested to enter email
of teammates
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39. 39© Flor Angeles – How to Use Asana
If you’re finished,
just click Continue

40. You can still
add your other
teammates’s
email
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41. located in your
Workspace.
Look for
the tab
Invite People.
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42. Enter team name
here
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43. Once completed, just
click Continue
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44. Please
take note
that your
team name
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45. is also
your
Workspace
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46. This is now your
Workspace
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47. As first time user,
you’ll notice a message
like this
47© Flor Angeles – How to Use Asana

48. Just click
Skip these tips
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49. You view these tips
anytime by hovering
your mouse here
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50. Let’s take
a moment to
look at the
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51. different
menus found
in a
Workspace
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52. My Tasks lists all the tasks
assigned to you in a given
Workspace or Organization.
52© Flor Angeles – How to Use Asana

53. My Inbox is your notification center
for Asana. It displays updates on
all projects in which you’re a member
and tasks that you follow or are
assigned within a given
Workspace or Organization.
53© Flor Angeles – How to Use Asana

54. Search and Search Views allows you to
find any task, project, tag, person, or
team in your Workspace or
Organization
54© Flor Angeles – How to Use Asana

55. My Dashboard provides a high-level
view of the progress and status of
projects you and your team are
working on, so you can stay on the
same page and quickly move
work forward.
55© Flor Angeles – How to Use Asana

56. Team Conversations use to share
team-wide announcements, or talk
about the multiple projects at a time.
56© Flor Angeles – How to Use Asana

57. Team Calendar are a great way for
projecting at your team check-in and
for senior managers to stay informed
on what your team is working on for
the days and weeks ahead.
57© Flor Angeles – How to Use Asana

58. Projects are lists of tasks. Use a
project for a larger goal and a task for
an action someone on your team needs
to take in order to achieve the goal.
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59. Click this tab, you’ll see the
current Workspace you’re in
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1
2

60. If you want a new
Workspace, hover your
mouse here
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61. To change your Workspace
name, click here
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62. This will pop up, enter new
Workspace name here
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63. Then click Update
Wordpress button
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64. You can also invite new
team members by
clicking here
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65. Asana is
always free
for teams up
to 15 but
65© Flor Angeles – How to Use Asana

66. when you
upgrade plan
you’ll have
more features
and teammates
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67. How to
Create
a Project?
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68. Click on the plus (+)
icon
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69. This window will
pop up
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70. 70© Flor Angeles – How to Use Asana
Enter
Project Name

71. 71© Flor Angeles – How to Use Asana
Click on
Create Project

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There goes your
first project! 

73. Now let’s
create a
task
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74. 74© Flor Angeles – How to Use Asana
Click on Add Task
button

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Enter specific task
here

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To add another task,
click here

77. You can
actually add
as many tasks
as needed
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78. You can also add
task description here
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79. 79© Flor Angeles – How to Use Asana
If you need to make
Subtasks, click here

80. Subtasks use
to break up
the work of
task into
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81. smaller
parts, or to
help divide
up the work
81© Flor Angeles – How to Use Asana

82. among
multiple
people by
assigning
them. 82© Flor Angeles – How to Use Asana

83. 83© Flor Angeles – How to Use Asana
Click here if you want
to use a tag

84. Tags allow
you to give
tasks
additional
context
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85. or to group
similar tasks
for easy
viewing.
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86. You might
use a
tag
to track
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87. the state
of a
task
e.g. “Needs
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88. 88© Flor Angeles – How to Use Asana
If you have any
attachment, click here

89. There is a
100MB per
file limit for
attachments.
89© Flor Angeles – How to Use Asana

90. For larger file,
consider
attaching from
Dropbox or
Google Drive
90© Flor Angeles – How to Use Asana

91. 91© Flor Angeles – How to Use Asana
To show your gratitude
for the task, click here

92. Heart is to
say thanks,
give a
thumbs up, or
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93. 93© Flor Angeles – How to Use Asana
vote for a
task. Why
“like” when
you can ? 

94. This time
we will going
to assign
a task
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95. 95© Flor Angeles – How to Use Asana
Click on Unassigned
button

96. 96© Flor Angeles – How to Use Asana
This will display the team
members name here

97. Since there’s
only one
member on this
tutorial, me ,
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98. I will then
assign the
task to
myself
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99. 99© Flor Angeles – How to Use Asana
Now you can see my
name here 

100. 100© Flor Angeles – How to Use Asana
Let’s add a due date to
the task, click here

101. 101© Flor Angeles – How to Use Asana
You can also add extra
information or questions
here

102. 102© Flor Angeles – How to Use Asana
Shown here are the time
for each completed action

103. 103© Flor Angeles – How to Use Asana
To add followers to a
task, click here

104. Followers
include the
name of the
team members.
104© Flor Angeles – How to Use Asana

105. Added members
will receive
updates about
the assigned
task.
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106. 106© Flor Angeles – How to Use Asana
There you have it! Your
first task! 

107. Let’s assumed
that the task
is already
accomplished
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108. 108© Flor Angeles – How to Use Asana
Click on the check
mark icon

109. The task will now
disappear in the
task pane
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110. The green check mark
indicates that the task is
completed
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111. We’re done
with the basics
of Asana.
And you can
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112. still explore on
other menus
and try to
use them. 
112© Flor Angeles – How to Use Asana

113. We are what we
repeatedly do.
Excellence, therefore,
is not an act but a habit.
- Aristotle

114. 114© Flor Angeles – How to Use Asana
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