Get the most out of your Premium trial
- Skip Ahead to
- 1. What you should know before starting your trial
- 2. Pick a pilot project
- 3. Use Premium features
- 4. How to get your Premium questions answered
Whether you’re brand new to Asana or have been using the free version, a trial is the best way to explore Asana Premium. It’s built for businesses and lets you create and run the most powerful workflows you can. This article won’t cover every aspect of learning Asana, but it will help you understand how to quickly tap into the power of Premium.
If you’ve never used Asana before, check out our quick start guide to learn the essentials and see more resources.
Here’s your quick trial plan:
- Invite your team to your Asana domain and create a team.
- Pick a pilot project to work on with them. Start quickly with any of our templates. Or you can also build your own. Get inspiration and instructions on our examples page
- Test Premium features like custom fields, start dates, Timeline, dependencies. These help you see the value of Premium quickly. Check out the feature overviews below.
- Collect feedback and iterate as you go along to see what works and what will stick with your team.
1. What you should know before starting your trial
Asana is a work management tool built for better team productivity, collaboration, and coordination. It helps any type of teams plan and manage their work. Instead of trying to wrangle projects, requests, and ideas via email, files, endless meetings, and chat, Asana lets you plan, view, and manage all your work in one place. And it integrates with your other collaboration tools so work stays connected.
For a successful start to your trial, get familiar with a few Asana basics:
- Creating tasks and projects
- Assigning tasks with due dates
- Completing tasks and commenting on them to give status updates.
- Adding teammates to tasks and projects
- Using different project views and sorting
2. Pick a pilot project
It’s easiest to get a feel for Asana when you use it for a project or process your team is already familiar with. The specific process you try depends on your team, but the most successful trials start with a project or process that:
- Has clear deadlines, plans, and deliverables
- Is cobbled together or could be improved
- Is a process your team repeats often
Check out the Guide for project best practices and how to keep them running smoothly.
If you already have projects in Asana, you can use Premium features in all of them. It’s still a good idea to specify which projects you’ll test features out with, and how. For example, you could start using priority custom fields on a design request project, or dependencies in an event plan.
3. Use Premium features
With your pilot teammates and a test project set up in Asana, you’re ready to make the most of your trial. The features below don’t represent everything Premium has to offer, but they work well together and are easy to start using right away.
Custom fields help you track more information in Asana tasks and quickly assess that information with color-coding and sorting options. Field names and values are customizable, so you can create a field for stage, priority, cost, or whatever else is important to your workflow, team, and company. Custom fields also come in handy if you’re trying to create reports to help you keep track of bandwidth, work to follow-up on, at-risk work, and productivity.
To create custom fields, just click Add Custom Fields at the top of any project.
Use custom fields in projects where you want to categorize or sort information. You could sort an editorial calendar by content channel, a requests project by priority, and more.
Use Asana-created templates or create and save your own custom templates to standardize your team’s common processes. You’ll save time on project setup and follow the same steps without missing anything.
You can also try our CSV importer to turn an existing spreadsheet into a project in just a few clicks.
Start dates show when you should begin your work to hit your deadlines without the last-minute scramble. They also help you plan projects with a specific deadline to make sure your schedule won’t hit any snags.
Use start dates on tasks that get worked on across multiple days, like drafting a blog post or making a video.
Mark a task as waiting on another to help keep complex projects on track and ensure the right work is getting done at the right time. They’re great for building out a clear process and minimizing confusion. Dependencies also save you time so you don’t have to keep checking in with everyone if they’ve started or finished yet.
Use dependencies on tasks that need to happen in a sequence, like reviewing a first draft once it’s written, or pushing a web page live after the final QA.
Create a beautiful, living view of how your work fits together to start projects on the right foot, and hit your deadlines. With Timeline you can see, share, and adapt your project plans in minutes.
Timeline is most powerful when tasks have dependencies and start dates so you can see how work connects. As work progresses, you can easily drag and drop them to see schedules and conflicts.
4. How to get your Premium questions answered
Have more questions as you get up and running with Premium? Check out these resources: