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Asana Project Management Tool Cheat Sheet by [deleted]

asana

How to's - Basics

Acti­vity
Inst­ruc­tion
Loca­tion
1. Edit Profile
Click your profile photo
Top Bar
 
Click Profile Settings
Top Bar Dropdown
2. Enter a WORKSPACE
WORK­SPACE - This is where all the project tasks with a team are stored
 
Click your profile photo
Top Bar
 
Click on a Work­space
Top Bar Dropdown
3. Quick Add anything
Click Quick Add button (+)
Top Bar
4. Edit a Task
Click My Task
Header
 
Click a Task
Main Pane
 
Edit Task settings
Right Pane
5. Search Anything
Click into the search bar, type anything, then Enter
Header
6. Favorite Anything
Click the star icon beside a project name, contact name, etc.
Side Bar
7. Chat with team mate
Select a Project
Side Bar
 
Click Conver­sations
Header
 
Post a message and click Post
Main Pane
8. Book a schedule
Select a Project
Side Bar
(task deadline, meeting, etc.)
Click on calendar
Main Pane
 

How to navigate?

Where to find?

1. TOP BAR
My Tasks, Inbox, Quick Add, Search, Profile Settings, Workspace or Organi­sation Settings
2. SIDE BAR
My Dashboard, Projects, Favorites, Recents, Team Conver­sat­ions, Team Calendar,
3. HEADER
Options for a Project, My Tasks, or Search views
4. MAIN PANE
Search results, Inbox notifi­cat­ions, Dashboard project cards, Task lists, and Conver­sation posts
5. RIGHT PANE
Assign a Task, Set a due date & time, Heart a Task, Identify what project a task is in, Mark a task complete or incomp­lete, Add a descri­ption to a task, Build a list of subtasks, Attach files, Post comments, Follow or Unfollow tasks

Download the Asana Project Management Tool Cheat Sheet

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