Whether you’re just getting started or already using Asana with your team, we’re here to help. For a quick onboarding lesson, take a look at the Basics section. For suggestions and recommendations for introducing Asana to your entire team, read up in the Do More section.
Here in Help, you’ll find all the detailed documentation for Asana features, learn how to set up your Organization or Workspace, create projects and tasks, understand permission settings, invite teammates, get to know premium plans, and more.
The first thing to know is that you only need one Asana account. From your personal account, you can join or create any number of Organizations or Workspaces and navigate between them by clicking on your profile photo at the top right corner of your screen.
Access all your Organizations and Workspaces from this drop down.
The checkmark indicates the Workspace or Organization you’re currently viewing.
You’ll also find Personal Projects in this drop down menu. Personal Projects are a special type of Organization. Everyone in Asana has their own. In Personal Projects, any project you create is private to you. It’s a space for your personal work and isn’t designed for collaboration with a large team over a long period of time.
It’s not possible to remove yourself from Personal Projects or to rename it.
Asana’s interface is divided into a top bar and three panes: the main pane, sidebar, and task pane.
Use the top bar to access your My Tasks, Inbox, Settings, create a new task, project, invite a new person, search Asana, or to switch between Organizations and Workspaces.
Tasks that are assigned to you show up in your My Tasks list within each of your Organizations or Workspaces.
Click My Tasks from the top bar and your list of assigned tasks will load in the main pane.
Your My Tasks list is typically your first stop in Asana each day.
Read more in the My Tasks section of the guide.
Creating tasks in your My Tasks list will automatically assign them to you.
Inbox is your notification center in Asana. Use Inbox to see the latest updates from your teammates. Stories you’ll see in Inbox include:
Click My Inbox from the top bar and your Inbox will load in the main pane.
Read more in the Inbox section of the Guide.
You will never see your own activity in your Inbox.
The Quick Add button allows you to easily:
You can find the search box at the center of the top bar. Use search to find tasks, projects, tags, or people.
Read more in the Search section of the Guide.
Click ? to access helpful resources:
Click your profile photo on the right of the top bar to reveal a drop down menu where you can switch between your Workspaces, Organizations, or Personal Projects.
Click More to create a new Workspace or leave the Workspace or Organization you are currently viewing.
Click My Profile Settings to access your Profile Settings.
Use the sidebar to navigate to your Dashboard or access projects in the Organization or Workspace you are viewing.
Dashboards provide a high-level view of the progress and status of projects you and your team are working on.
Read more in the Dashboards section of the Guide.
Projects are lists of tasks. You will see a list of the projects in your Team or Workspace in the sidebar. You can drag and drop project names to reorder them, but be aware that doing so will reorder them for everyone.
Projects in your Personal Projects may not be manually reordered.
Projects you’ve marked as private to you will have an avatar+lock icon next to them.
To star projects, people (their My Tasks lists), tags, or custom Search Views as Favorites:
- Load the list in the main pane
- Click the star icon
- Notice the star is now gray/filled in
These will appear in a fixed position in your sidebar with a star icon next to them (see above). You can drag and drop to rearrange them.
To remove a project, person, or tag from your Favorites:
- Load the list in the main pane
- Click the star icon
- Notice the star is now white/hollow
Only you see what you’ve starred as Favorites. Everyone in your Workspace or Organization has their own set of Favorites.
Recents allow you to quickly navigate back to projects, people, or tags that you’ve viewed recently. These will auotmatically appear in your Recents list in the sidebar with a clock icon.
Click the clock icon and select Remove from Recents to move a project, person, or tag out of your Recents list.
Expand and collapse the sidebar
If you reduce the size of your browser window, the sidebar will collapse. Click the 3 column button in the top left corner of your screen to expand the sidebar again.
If you want more room in your browser window for the center and task panes, click the X at the top of the sidebar to collapse it.
When you select a project, tag, or person from the sidebar, you’ll see the relevant list of tasks in the main pane. This is also where you see Search results, Inbox notifications, and projects from your Dashboard.
In My Tasks and projects, the task list behaves like a text editor: each line is a task. To add a new task, just press Enter and start typing.
The task pane, or right pane, is where you see the details for a task you’ve selected in the main pane.
From the task pane, you can:
- Add a description to give the task more context
- Post comments to discuss the task with your teammates
- Build a list of subtasks
- Set an assignee
- Add a due date
- Attach relevant files
- Heart the task to show your support
Learn more about the functionality available in the task pane in the tasks section of the Guide.
Expand and collapse the task pane
The task pane will not collapse if you reduce your browser window, but there is still an option to expand or collapse it.
To collapse the task pane, click the left arrow button from the main pane or press ESC on your keyboard.
To expand the task pane, click the right arrow button from the main pane or press Tab on your keyboard.
Visit the Guide at http://asana.com/guide or contact Asana support: http://asana.com/support