One-on-ones

One-on-one meetings are an important way for managers to connect with their team members and provide a dedicated and comfortable space for coaching, communication, and connection. Successful managers ensure that their employees feel valued and empowered, and one-on-ones drive this positive interaction. Asana helps you plan your one-on-ones in advance, stay focused during the conversation, and track any action items that come out of the meeting.

Patreon runs one-on-ones with Asana

 

Set up a one-on-one project

  1. Set up a private project and invite only your report to join.

  2. Create sections in the project to organize your meeting agenda. For example:

    • Discuss this week
    • Revisit later
    • Roadblocks and wins
    • Goals
    • Action items
  3. Contribute new topics to your project between one-on-one meetings (both managers and reports should add agenda items).

    • Provide descriptions on the tasks so you remember specifically what you wanted to say.
    • Comment on tasks to discuss work before and after a meeting.
    • Add a task from another project into your one-on-one project so you can discuss it in context.
  4. Assign tasks in the action items section and set a proper due date to ensure their completion before the next meeting.

One-on-one project in Asana

You can use recurring due dates on the topics you want to cover every week. Put them in the “Discuss this week” section and they will re-appear each week.

Making the most of one-on-ones

The goal of a one-on-one isn’t to introduce yet another meeting into your schedule. Once you’ve set up your one-on-one meeting project in Asana, you can make the most of your meeting by:

  • Pre-populating the agenda so you can reflect on topics beforehand and approach them thoughtfully instead of on the spot.
  • Contributing ideas throughout the week so you remember them and avoid spending time in the meeting trying to think of what to talk about.
  • Encouraging your report to have a say on meeting topics and priorities to set an honest, safe, and respectful tone beforehand. These meetings are ultimately for your team member to discuss what’s on their mind.
  • Checking in regularly on goals, career planning, and growth opportunities to ensure greater commitment to achieving them.

Setting aside time on your calendar for a one-on-one is an important part of being an effective team lead. The consistent and honest feedback that emerges brings out the best in your employees. Emphasizing professional growth, talking through roadblocks, and prioritizing ideas together ultimately drive careers and organizations forward.

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Asana Lessons

Learn the Asana basics in less than 15 minutes with these quick lessons

Tasks

Tasks Lessons

Track all of your work

3 Minutes

My Tasks

My Tasks Lessons

Always know what to do next

3 Minutes

Projects

Projects Lessons

Work with teammates

3 Minutes

Inbox

Inbox Lessons

Communicate even faster

3 Minutes

You can use tasks to track, collaborate on, and organize all your work.

Tasks can be to-dos, ideas, notes, or reminders.

Assign a task to yourself or a teammate.

Press Tab+M to quickly assign a task to yourself.

Add a due date so your deadline is clear.

Add instructions and expectations in the task description field.

Type @ to link to other tasks, people, conversations, or projects.

When you @mention someone, they’ll be added to your task as a follower.

Followers get notified when new comments or attachments are added.

Add anyone who needs to stay up to date on your task as a follower.

They can always unfollow to stop getting notifications on your task.

Add comments to ask questions or give followers updates.

Heart a comment to let followers know you’ve seen it.

Add relevant files or irrelevant GIFs as attachments.

You can also attach directly from Dropbox, Google Drive, or Box.

Create subtasks to break your task into smaller steps.

When you’ve added a subtask, press enter to add another.

Subtasks can contain all the same details as regular tasks.

Click the comment bubble to add comments or attachments to a subtask.

You can create tasks from any screen using your top bar.

Every Task has a unique URL to easily copy and share.

Congrats! Looks like you’re up to the task.

On to the next lesson!

Always know what to do next with My Tasks.

My Tasks is a list of every task assigned to you.

It makes managing your work simple.

Click on your My Tasks list and start typing to add tasks.

Like a text document, add a new line for each new task or paste in any list.

Forward to x@mail.asana.com to turn your emails into tasks

Asana will translate your email into a task, including your attachments.

New tasks will appear at the top of your list in New Tasks.

Tasks you add to My Tasks are private to you.

Click Make Public to share them with your team.

Prioritize tasks as Today, Upcoming, or Later.

Click on the blue dot next to the task, to quickly sort it.

Mark the tasks you’ll have time for Today.

Teammates can view your My Tasks list to see what you’re up to.

They’ll only see tasks you’ve made public or shared in a project (more on projects later).

Mark tasks due within a week as Upcoming so you can see what will be due soon.

On its due date, your task will move from Upcoming to Today.

Just like magic.

Mark tasks due in more than a week for Later.

They’ll be out of your way until their due date approaches.

Your tasks will move from Later to Upcoming a week before they’re due.

Keep My Tasks prioritized to always know what to work on and what’s coming next.

Now you know how to track and plan your work!

Next, learn how to work with your team in Asana.

Work together on groups of tasks with projects.

Projects help you track and organize the steps in a process or initiative.

Like an event plan, product launch, or editorial calendar.

Like My Tasks, simply click and type to add tasks to your project.

If you have your steps in a document or email already, paste in that list.

Add tasks to your project from email.

View your project’s unique email address from the project dropdown menu.

Add your tasks to other related projects.

Tasks can be included in multiple projects.

Add sections to organize tasks in a list project.

Type : at the end of any task title to make it a section.

Or, add columns to organize tasks in a boards project.

Drag and drop tasks between or within columns to reorder.

Assign your tasks and set due dates.

Never miss a deadline with your project calendar.

Drag and drop tasks on your calendar to change their due dates.

Add everyone who needs to stay updated on your project as members.

Project members will get notified of new conversations, statuses, and tasks.

Post conversations to make announcements or start discussions.

Your post will be sent to all project members.

Use Progress to see how your project is moving forward.

Set a project status to update your team on how it’s going.

The Project Owner will be reminded to set a status once a week.

Open and organize projects from your sidebar.

Favorite projects to pin them to the top of your sidebar.

Click the star button on the left of your project name to favorite it.

Create new projects from any screen using your top bar.

Now you can move your projects forward with Asana.

Just one more lesson before you dive in.

Communicate and coordinate faster with Inbox.

Check Inbox to quickly read and respond to your latest updates.

Inbox will notify you when you have a task due…

and when teammates update tasks, conversations, and projects you follow.

Open and respond to updates without leaving Inbox.

Click an update and you’ll have all the context you need to respond.

Archive updates you’re ready to dismiss.

Click the X that appears on the right of an update to archive it.

Open Archive to move dismissed updates back to your Inbox.

Click the arrow that appears on the right of an archived update to move it back to Inbox.

Unfollow tasks or projects to stop recieving updates about them.

You ultimately have control over all the updates you receive (or choose not to receive 😉)

When you’re ready, you can turn Asana’s Email notifications off.

Most communication with your team can be more easily managed from Inbox. Just remember to check it often.

Congratulations! Now you’re ready to have a great work day with Asana.