Create your first project

After creating a few tasks, you might realize some of them are connected to similar work. Now you can group them together in a project. If you are the first person from your organization to use Asana, we recommend inviting two or three teammates who are also stakeholders on a project so you can work on it together in Asana. If your team already uses Asana, explore existing projects by taking a look in the sidebar.

Where do projects fit in?

Projects live within teams, and store tasks. There are lots of reasons to create a project: to track bigger initiatives that may include multiple stakeholders or complex workflows, to plan and achieve your team’s goals, stick to a deadline, or even to organize your ideas.

Get a quick Asana Lesson about projects.

While the specific process/project you try first depends on your team, you should aim to pick a process that:

  • Is simple and specific
  • Needs a high degree of team collaboration
  • Has clear goals, plans, and deliverables
  • Currently isn’t working or is cobbled together
  • Is valuable for your team to have a record of

Check out examples of projects, or get started with a template

Set up a project

Projects in Asana are flexible enough for a variety of uses, so the possibilities are almost limitless. If you need some ideas, check out one of the general workflows below:

If you currently plan and manage projects in spreadsheets, you can use our CSV importer to quickly import your project into Asana.

Use this template to see what an Asana project looks like, then customize it to get started.

Here’s a basic framework to create a project:

1. Create and name your project

Create a project in Asana

Click the + button in the top bar and select Project. Give your project a descriptive and goal-oriented name, like “Launch website” or “Q2 Customer appreciation event.” Add a description. You could include goals, links to reference materials, or a project overview.

Consider teammates who will work on and look at the project, and pick an appropriate team where the project should live. If you need to create a team, you can do so in the + button menu.

Next choose between a list or board. A list project is ideal if you’re making a to-do list, or tasks follow a sequential order (like event planning). Board projects (kanban) are like digital sticky notes and great for work that moves through stages, is grouped by distinct categories, or in cases you’d like to have visuals show up (like design requests, grouped by designer).

If you have Asana Premium you can choose different project privacy settings; otherwise, your project will be public to the team you selected.

2. Plan and organize your project

Start creating tasks for each major milestone or piece of work that will help you complete your project goals. Give each task a due date so deadlines are clear.

Just press enter in the List or Board View of a project to add tasks.

Next, group your tasks by adding sections (List View) or columns (Board View). You create a section the same way you would a task, but just add a colon at the end of the task name. For columns in board projects, just click Add column.

As you start to add tasks, you can use Timeline to see how all of your work fits together, share your plan with teammates, and modify it as you go so you can hit your deadlines.

3. Add project members

Invite a few stakeholders as project members so you can begin to see who’s doing what by when and track it all in Asana. Project members can receive various levels of notifications on activity in the project depending on how involved they want to be.

If you don’t want project members to modify a particular project, you can set the project as comment-only.

4. Start a project conversation

As you start creating projects, you might realize that some comments and questions on tasks (or in general) are valuable for everybody on the project to discuss. You can start a project conversation to generate a discussion amongst teammates. That way, you can avoid convoluted email threads and still get valuable feedback.

5. Track your status

Projects are a great way to organize your work, and with Progress View, you can post weekly status updates to let your team know how work in the project is going. There’s also a task completion graph that shows the project due date to make sure you’re on track to hit your goal.

When the project is complete, you can choose to keep it active, archive, or delete it. We recommend archiving so you can still reference it, but not let it clutter up your projects.

Add more projects to Asana

Once you’ve created your first project, you might want to explore other ways to use projects in Asana, like creating custom templates for common workflows. Whether you’re the first person here, or a new user in an existing team, you can learn valuable ways to use Asana. We’ll cover them in more detail as you move through the Guide.

Follow along with How to Asana

Prefer a video? Get started with your first project by following along with our tips in How to Asana.

Now that you’ve hit the ground running, invite a few teammates to get going in Asana, or start collaborating with who’s already there.

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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 projects forward with your team.

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 receiving updates about them.

In the end, you have control over 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.