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. Access your Homepage, My Tasks, Inbox, Portfolios and Goals
2. Access your Favorites
3. Access your saved searches
4. View the teams you belong to and join other teams in your Organization

The sidebar lists the projects in your team or Workspace. Click any project's name and it will load in the main pane. Or, click the Quick Add button to create a new project.

Your favorited items will appear in a fixed position near the top of your sidebar.

Click the star icon in the header to add it to your favorites. Notice the star turns yellow and the project now appears at the top of your sidebar under favorites. 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

To collapse the sidebar:

Click the menu button at the top of the sidebar.

To expand the sidebar:

Click the menu button.

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, message, or invite more people
3. View Help Content
4. Access your My Settings..., access the Workspace or Organization Settings, or switch between your Workspaces & Organizations

The Quick Add button allows you to easily:

1. Create a task
2. Start a project
3. Create message
4. Create a team
5. Invite someone new into your current Workspace or Organization

Click the ? button to access helpful resources.

From the top bar drop-down menu, you can:

1. Switch between your Workspaces and Organizations
2. Upgrade your current Workspace or Organization
3. Access your current Workspace or Organization's Settings
4. Create a new Workspace or team
5. Leave your current Workspace or Organization
6. Access your My Settings...
7. Log out of your account

From the header, you can:

1. Access actions for the project, My Tasks, or Search View you're currently viewing (indicated by the down arrow icon)
2. Favorite the project or My Tasks list you're currently viewing (indicated by the star icon)
3. Set a status for your project
4. View a list of Project Members and Limited Access Members
5. Share your project

Click the down arrow icon to access the following options for a project:

1. Edit project details - modify the name or description of your project
2. Color - changes the color of the project
3. Copy project URL
4. Save layout as default
5. Duplicate project
6. Convert to template if in a paid team or Organization
7. Add to your 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) - move the project to another team in your Organization
10. Archive or Delete your project

The header allows you to switch between seven 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. Dashboard view offers you a real-time Status Update; where you can use pre-configured charts to visually report and communicate project progress
7. 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
8. 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. Filter the list
7. Sort the list
8. Customize the list using Custom Fields
9. Create a link to the task

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

1. Mark the task completeor incomplete
2. Upload files
3. Build a list of subtasks
4. Copy the task url
5. Like the task
6. Access additional task options

From the task details pane, you can also:

1. Edit the task's name
2. Assign the task
3. Set a due date & time
4. Identify what project the task is in
5. Add a description to give the task more context
6. Post a Comment, ask a question
7. Collaborate or remove yourself as a collaborator on the task

Click the arrow to collapse the task details pane and close details.

To expand the task details pane, simply click anywhere on the task.

To enter full screen mode:

1. Click the three dot icon from the task details pane
2. Select Full Screen