Invite a few teammates
Now that you’ve created a few tasks and projects, it’s time to start collaborating with your team and really get the most out of Asana. If you’re the first person in your Organization to use Asana, now is the time you should invite a few trusted teammates to try it out with you.
Adding another tool to your team’s lineup usually requires everybody’s investment and feedback. But before you get your whole team on board, we recommend starting off with only a few teammates. That way, you can build a case and propose Asana to your entire team once you’ve started to get results you can demonstrate. And when you’re ready for your whole team, we’ve got you covered.
A good test group could be a few of your most trusted coworkers, or teammates you work with frequently that might be a smaller subset of your whole team. Ask around and get a group of up to five others to try it out with you. You can use our email template to invite your teammates and set expectations.
If you’ve already built a project for them to test, you can make it comment-only so nobody worries about accidental changes. Then when they feel comfortable using Asana, you can give them editing access.
Proposing the value of Asana
Even if your teammates are excited to try Asana with you, they’ll most likely want more information. Here are some benefits you can highlight to get them on board:
Know who’s doing what, by when—Asana tells you who’s doing what by when. That means spending less time following up and in meetings, and more time working on what really matters to you.
Save time, and make conversations actionable—You can discuss work directly on a task or within a project, which means no more messy email chains. The conversation is always focused on concrete, actionable work in Asana so you can move work forward, instead of just talking around it.
See your work in context—You can connect your work in Asana so you know where it fits in with projects and your team’s goals overall. Get updates on the projects and tasks you’re following, and see your team’s progress with Portfolios and status updates.
Inviting teammates to Asana
Once you've got a group to try Asana with you, there are several ways to invite these teammates to Asana:
Invite to a team via the Quick add button:
From the Quick add button, click on the drop-down menu and select Invite. A pop-up window will give you the option to invite people to the organization with a link.
You can also create a task and type in your teammate’s email as the assignee to trigger an invite, or invite them to a team. Learn more about inviting people to your organization.
After choosing any of these options and inputting your teammates’ emails, an Asana invite will be emailed to them on your behalf. Make sure you’re using work email addresses, so everyone ends up in your organization together. Let your teammates know they should be expecting the email—use our email template to make it even easier.
Once your teammates are in
Once your teammates sign up for Asana, you’re ready to start tracking your work together. Here are a few tips for a smooth kickoff:
- Have them read through the quick start or Asana lessons so they can understand the basics and get up to speed. The Asana Guide (what you’re reading right now) is a major resource that will help them continue to learn.
- Establish a few conventions so you’re all on the same page.
- Invite them to your existing projects and brainstorm even more potential projects your team could set up in Asana. Building a project together gets everybody invested.
- Add them as collaborators on relevant tasks, and encourage them to assign you tasks and comment, like, add attachments to, or even complete a task, instead of sending emails or chat messages.
- Schedule a meeting (or create a project) a few weeks into use to clarify questions, reflect on how things are going, and make note of the benefits you can convey to your team.
Spending the time with your “test team” to get started in Asana quickly pays off as you manage your work, communicate more effectively, and do great things together.