Add some more projects
By now, you and your test team should feel more comfortable using Asana to track your work. You’re probably getting better at using many features already (and might have discovered some along the way.) Now you’re ready to move from easy to-dos to more powerful workflows.
More ways to use Asana
Asana is intended for all kinds of teams, regardless of size or function. Below are four approaches to common workflows to help you get started or give inspiration. You can also visit our examples page for more ideas, or try out an Asana-created template to get up and running in a few clicks.
Using spreadsheets to plan and manage your projects? Move them to Asana in just a few clicks by using our CSV importer.
Create a pipeline project with sectionssections Sections let teams organize your task lists. Divide projects or My Tasks list based on category, workflow stage, or priority. Read more representing process stages. Then, move the tasks through the stages as they advance. For example, you could use this for a sales pipeline, tracking job applicants, organizing tasks by priority level, and beyond.
For more detailed instructions, check out our pipelines example.
Streamline work requests by creating a project where you can easily sort requests by priority level and assign the work out. You can create a template task for other teammates to duplicate when they make a request so needs are clearly communicated for both parties.
Plan and run your meetings in Asana. Start by creating projects for each of your recurring meetings, and add meeting attendees as project members. Add tasks leading up to the meeting, and you’ll have an agenda when the meeting begins. Type a colon at the end of any task name to create sections to organize the agenda tasks.
Ideas and brainstorms
When it comes to note taking and brainstorming, Asana can fully replace sticky notes, whiteboards, and notebooks. Just create a project and add tasks (which don’t need to be assigned) for every idea. You could also start a project or team conversation to gather ideas from your teammates.
For more detailed instructions, check out our ideas and brainstorms example.
This list is just the start of the many ways you can use Asana for tracking all your team’s work. You can check out our Ways to use Asana page to see workflow examples specifically by team, and to get even more ideas.
If there are workflows and projects you know you’ll use frequently, create custom templates for them to make project setup even easier (and faster). These templates can be used by anyone in your Organization. If you’re not sure where to begin, take a look at our pre-made templates for common workflows.