Navigating Asana

Asana's interface is divided into 5 areas:

1. Sidebar - access homepage, My tasks, inbox, teams, and projects in your workspace or organization
2. Header - contains the actions and views for the project, My tasks, or view you're currently using
3. Top bar - Search, quick add, My settings..., and workspace or organization settings
4. Main pane - displays a list of tasks, messages, calendar, progress or files
5. Task details pane - contains the details of a task or messages

From the sidebar, you can:

1. Collapse and expand the sidebar
2. Access your homepage, My tasks, inbox, reporting, portfolios and goals
3. Access your favorites
4. Access your saved searches
5. View the teams you belong to and join other teams in your organization
6. Browse for teams
7. Invite teammates to Asana
8. Read help articles, watch tutorials, contact support, and more

From your homepage, you can:

1. View the number of tasks completed and number of people you have collaborated with during the past week or month
2. View your goals
3. View your upcoming, overdue, and completed tasks
4. View recent, favorite, and recommended projects
5. Customize your homepage

The sidebar lists the projects in your team or workspace.

1. Click any project's name and it will load in the main pane.
2. Or, click the Quick Add button to create a new project.

Click the star icon in the header to add it to your favorites. Your favorited items will appear in a fixed position near the top of your sidebar. To remove it from your favorites, simply click the star icon again.

Unfavourite and duplicate

1. Click the three dot icon next to a project in your sidebar
2. You can remove projects from favorites
3. You can choose to duplicate projects
4. Archive projects

From the top bar, you can:

1. Run a search to find tasks, projects, messages, tags, or people in your workspace or organization
2. Use Quick Add to create a task, project, portfolio, team or invite more people
3. Access your My settings, My profile, access the workspace or organization settings, switch between your workspaces and organizations, create a new workspace or team, remove yourself from the organization, or log out

From the header, you can:

1. Access drop-down menu with actions for the project
2. Favorite the project
3. Set a status for your project
4. View a list of project members and limited access members
5. Share your project

Click the drop-down menu to access the following actions:

1. Edit project details - modify the name or description of your project
2. Color - change the color of the project
3. Copy project URL
4. Save layout as default
5. Duplicate the project
6. Save as template if in a paid team or organization
7. Add to portfolio
8. Import CSV files, email and connect Wuffoo to project, export your project or My tasks, or print your project
9. Move to another team (only available in organizations), archive or delete your project

The header allows you to switch between different views:

1. Overview is the team's persistent hub to showcase a birds-eye view of the what, why and how of a project and drive easy understanding of its ongoing context.
2. List is the default view and displays a list of tasks.
3. Board view organizes your tasks within columns.
4. Timeline is a paid feature that creates a project plan and displays how every element of a project fit together.
5. Calendar view filters only tasks with due dates and displays them in a calendar format.
6. Workflow helps you automate your team's process.
7. Dashboard view offers you a real-time status update; where you can use pre-configured charts to visually report and communicate project progress.
8. Use Messages to have discussions, make an announcement, brainstorm, celebrate accomplishments, or talk about any other topic. Messages can be used to communicate directly with people, projects or teams.
9. Use files to access integrated project files such as Vimeo Video messaging.

From the main pane, you can:

1. Add a new task, section, or milestone
2. Add a task template
3. Mark a task as complete or incomplete and view/edit the task name
4. Identify a task's assignee
5. Identify a task's due date
6. View other custom fields
7. View incompleted, completed or all tasks
8. Filter and Sort the list
9. Create a link to the task
10. Customize the project

From the top of the task details pane, you can:

1. Mark the task complete or incomplete
2. Like the task, attach files, add subtasks, copy the task url, track the time spent on the task, view the task in full screen, view more actions, and close the task details pane
3. Edit the task's name
4. Assign the task
5. Set a due date & time
6. Identify what project the task is in, or add it to a project
7. Set dependencies
8. Add a description to give the task more context
9. Post a comment, ask a question
10. Add or remove task collaborators