SlideShare a Scribd company logo
1 of 142
GUIDE
with
Screenshots
Beginner’s
by: Anne Uy
Image credit: Pixabay.com / screenshot from asana.com
Thank you!
This slide presentation is created by:
Anne Uy
Freelancer Virtual Assistant
@AnneUy_
anne.uy7@gmail.com
Image credit: Designed by Freepik.com
Asana is an online
project management app…
Image credit: Pixabay.com
...where you
can organize
Projects
Tasks
Team
members
Image credit: Designed by Freepik.com
With Asana
you can set
project
milestones
…
Image credit: Pixabay.com
….assign tasks to team members
Image credit: Pixabay.com
set tasks with due dates…assign tasks with due dates
Image credit: Pixabay.com
…see current
project status
Image: Designed by FreepikImage credit: Pixabay.com
Asana is an online
project management app…
…And
real-time
updates
when any change
is made.
Image credit: Pixabay.com
Asana
makes it
easier for
people to
work
together.
Image credit: Designed by Freepik.com
Because all communication…
Image credit: Designed by Freepik.com
…and file sharing for projects…
Image credit: Designed by Ikaika - Freepik.com // Freepik.com
…are done inside Asana.
Image credit: Designed by Ikaika - Freepik.com // Freepik.com // Pixabay.com
Asana works with PC, iOS, and Android
and integrates with other Apps too
Plus, Asana is free for teams with
15 members or less.
Let’s get started…
How to create
an Asana account
In Google search
Type “asana.com” and press “Enter”
This is the Asana website
Type your email here
And click this
Click this to go to your email inbox
Click this to open email from Asana
Click this to verify your email address
Click “Continue”
Let’s create your Asana profile
Type your name
Then your company name
and work email (or skip them)
Choose a password and type it here
Click this if you want to add your photo
(or just skip this)
click “Continue”
Type your teammate’s email here
(or skip this and add them later)
and click “Continue”
Type your Team’s name
Click “Continue”
Welcome to your Asana account
Quick tour of your
Asana workspace
On the top-right corner is your Team’s name
And your initials
You are currently viewing “My Tasks”
Click “List” to go to List view
Click “Calendar” to go to Calendar view
Click “Files” to see your file attachments
Click this to check your Inbox
On the left-side is “My Dashboard”
where you can click and see
your Team Members
Team Conversations
Team Calendar
And Projects
Asana Projects
Click this to create a project
Type the name of your project
Click this if it’s a Team Project
Or this if it’s a private project
Click “Create Project”
Here is your new project
under the Dashboard
If you click on any project,
it will also appear here
All projects you create will be under
“PROJECTS”
Point the mouse on 1 project
and on the right-side
Click this to see more “Project Actions”
Or click this down arrow
for more “Project Actions”
Like this
Rename a project
in Asana
On Project Actions, click “Edit Name”
Click here and press Backspace
Type your new project name
Click this to add Project description
(optional)
Click “Update Project”
Here’s your new project name
Archive/delete
a project in Asana
On Project Actions, click “Archive Project”
or “Delete Project”
Tasks in Asana
Tasks in Asana
Add tasks in Asana
Click this to add tasks under this project
Type your task here and press “Enter”
Every task you add here
will also appear here
These are your task actions
Click this to assign task
to a team member or to yourself
Click this to assign due date for the task
Click this to heart/like a task
Click this to create “Tags” for the task
Click this to add subtasks
Click this to attach files to the task
Click this for more task actions
Task Actions in Asana
Click this for more task actions
Like these: delete task, copy task, etc…
If you add due dates to your tasks
click “Calendar”
to see your tasks’ due dates in Calendar view
Check off completed
tasks in Asana
Click this check icon for the task completed
Now you’ve marked this task as complete
And it will be hidden from your task list
View all your complete
and incomplete tasks in
Asana
Click “View: Incomplete Tasks”
Click “Incomplete Tasks”
Or click “Completed Tasks”
Click “All Completed Tasks”
Here are all your completed tasks
See your project
progress in Asana
Click the project name
Click “Progress”
You can add a due date
Click on 1 of these circles to choose the
current status of the project
And see the complete and incomplete tasks
Teams in Asana
Add a team member in
Asana
On My Dashboard, click “Invite People”
Type member’s name here
and press “Enter”
Type his/her email here
And click “Send Invite”
Now she needs to go to her Inbox
and click the email invite
And click this to join the team
Now you have added a team member
Click on any team member
And you’ll see all her tasks too
On the top-left corner, click your initials
Click “Virtual Settings”
Click “Members”
To add another member, type email here
Type member’s name
Click “Send Invite”
Remove a team member
in Asana
Click on a member’s name
and click “Remove”
How to assign tasks to team members
Click on the project name
Type the task and press “Enter”
On the right side, click “Assign this task”
Type the name or
Press down arrow
Click on the member’s name
A team member’s initials will appear on
every task assigned to them
That’s it!
You’re on your
way to using
Asana!
Thank you!
Connect with me:
Anne Uy
Freelancer Virtual Assistant
@AnneUy_
anne.uy7@gmail.com
Image credit: Designed by Freepik.com

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