Admin Console

We’d greatly appreciate any feedback you may have on the Admin Console.

The Admin Console will empower all Asana admins with the administrative capabilities they need to champion Asana within their Organizations.

Access the Organization Admin Console

Access Admin Console

To access the Admin Console:

  1. Click on your profile photo
  2. In the drop down menu, select Admin Console

Get insights into your organization

insights

From the Insights tab, you can:

  • Understand how your organization is using Asana through high-level metrics
  • See recently added teammates
  • View the most influential members in your organization (active members with the most invites sent, teams created, and projects shared in Asana)
  • With Business, you can view detailed engagement activity over time to spot trends in your organizations usage of Asana

Manage all Members in an Organization

Managing Members

From the Members tab, you can:

  1. Invite new Members to join a team in your Organization
  2. Identify the number of Members, Guests, Pending Invites & the number of available seats in your Organization
  3. Search for someone in your Organization
  4. View each person’s name, whether they’re an Admin, Member or Guest & when they were last active in your Organization
  5. Grant/Revoke Admin access or remove someone by hovering over their name, clicking the three dot icon and selecting one of the options

Sort Members by Name & Last Activity

sort by name/activity

You can also sort your Member & Guest list by name (alphabetical order or reverse alphabetical order) or by Last activity so you can see how recently people last logged into the Organization or if there are any outstanding invitations.

Export Membership Data to CSV

export csv

To export Membership data to CSV:

  1. Click on the three dot icon from the Members tab
  2. Click Request CSV of members

Manage Teams

teams

From the Teams tab, you can:

  1. Create a new team in your Organization
  2. View each team’s name, number of Members, privacy permissions, creation date & creator
  3. Edit a team by hovering over the three dot icon next to the “Created by” field and clicking the Edit Team option that appears

Manage Billing Information

The Billing Owner of a Premium Organization, who is also the Admin, can access their Billing through the Admin Console.

billing information

From the Billing tab, you can:

  1. Change your type of paid plan
  2. View your seat utilization
  3. Update your billing information
  4. Reassign Billing Ownership of the account
  5. Download your latest invoice

Only the current Billing Owner of an Organization will be able to update the Billing information, reassign Billing Ownership or download the latest invoice.

Security

security

From the Security tab, you can:

  1. Enable or disable Google SSO for your Organization
  2. Enable SAML for your Organization
  3. Set password requirements for Organization Members or force a password reset for all Members
  4. View all the Admins for your Organization

Changes to the password strength will only affect newly created passwords.

Google SSO

sso

Organization admins must first log in with their Google account in order to enable Google SSO. If you logged in with email and password, simply log out and in again using the blue Use Google Account button instead.

sso

When you click Google Apps Authentication in the Security tab, you can:

  1. Set Google Sign-in as either optional or required for all Members
  2. Once you’ve chosen an option, click Save Configuration

Organization Guests can always log in with email and password, regardless of whether Google SSO is required for Members or not.

SAML

Enterprise Organizations can also enable SAML from the security tab of their Admin Console.

saml

enable

Organization Name & Verified Email Domains

security

From the Settings tab, you can:

  1. Change the name of your Organization
  2. View or change your Organization’s list of verified domains
  3. Request an export of all the data in your Organization as a JSON file

Domain export

Admins can request an export of all the data in your Organization as a JSON file. You can do this from the settings tab of your Admin Console. Please note that domain export is an Enterprise feature.

export

Manage apps and integrations

apps

From the Apps tab, you can:

  1. See recommended Asana integrations
  2. Find and explore apps through our directory
  3. With Business, you can authorize and deauthorize service accounts

Access resources and answer product questions

resources

From the Resources tab, you can:

  • Connect your team with onboarding tutorials and tips to help get started in Asana
  • Find resources to help your team master and discover new ways to use Asana
  • Explore and understand Admin features

Recovering a deprovisioned person’s assigned tasks

After you have deprovisioned someone from your Organization, a private project containing their previously assigned tasks will be created for you. This allows you to easily find and reassign any pending tasks the deprovisioned person has left behind.

There is an upper limit of 1000 tasks that can be added to this project.

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Asana Lessons

Learn the Asana basics in less than 15 minutes with these quick lessons

Tasks

Tasks Lessons

Track all of your work

3 Minutes

My Tasks

My Tasks Lessons

Always know what to do next

3 Minutes

Projects

Projects Lessons

Work with teammates

3 Minutes

Inbox

Inbox Lessons

Communicate even faster

3 Minutes

You can use tasks to track, collaborate on, and organize all your work.

Tasks can be to-dos, ideas, notes, or reminders.

Assign a task to yourself or a teammate.

Press Tab+M to quickly assign a task to yourself.

Add a due date so your deadline is clear.

Add instructions and expectations in the task description field.

Type @ to link to other tasks, people, conversations, or projects.

When you @mention someone, they’ll be added to your task as a follower.

Followers get notified when new comments or attachments are added.

Add anyone who needs to stay up to date on your task as a follower.

They can always unfollow to stop getting notifications on your task.

Add comments to ask questions or give followers updates.

Heart a comment to let followers know you’ve seen it.

Add relevant files or irrelevant GIFs as attachments.

You can also attach directly from Dropbox, Google Drive, or Box.

Create subtasks to break your task into smaller steps.

When you’ve added a subtask, press enter to add another.

Subtasks can contain all the same details as regular tasks.

Click the comment bubble to add comments or attachments to a subtask.

You can create tasks from any screen using your top bar.

Every Task has a unique URL to easily copy and share.

Congrats! Looks like you’re up to the task.

On to the next lesson!

Always know what to do next with My Tasks.

My Tasks is a list of every task assigned to you.

It makes managing your work simple.

Click on your My Tasks list and start typing to add tasks.

Like a text document, add a new line for each new task or paste in any list.

Forward to x@mail.asana.com to turn your emails into tasks

Asana will translate your email into a task, including your attachments.

New tasks will appear at the top of your list in New Tasks.

Tasks you add to My Tasks are private to you.

Click Make Public to share them with your team.

Prioritize tasks as Today, Upcoming, or Later.

Click on the blue dot next to the task, to quickly sort it.

Mark the tasks you’ll have time for Today.

Teammates can view your My Tasks list to see what you’re up to.

They’ll only see tasks you’ve made public or shared in a project (more on projects later).

Mark tasks due within a week as Upcoming so you can see what will be due soon.

On its due date, your task will move from Upcoming to Today.

Just like magic.

Mark tasks due in more than a week for Later.

They’ll be out of your way until their due date approaches.

Your tasks will move from Later to Upcoming a week before they’re due.

Keep My Tasks prioritized to always know what to work on and what’s coming next.

Now you know how to track and plan your work!

Next, learn how to work with your team in Asana.

Work together on groups of tasks with projects.

Projects help you track and organize the steps in a process or initiative.

Like an event plan, product launch, or editorial calendar.

Like My Tasks, simply click and type to add tasks to your project.

If you have your steps in a document or email already, paste in that list.

Add tasks to your project from email.

View your project’s unique email address from the project dropdown menu.

Add your tasks to other related projects.

Tasks can be included in multiple projects.

Add sections to organize tasks in a list project.

Type Tab+N at the end of any task title to make it a section.

Or, add columns to organize tasks in a boards project.

Drag and drop tasks between or within columns to reorder.

Assign your tasks and set due dates.

Never miss a deadline with your project calendar.

Drag and drop tasks on your calendar to change their due dates.

Add everyone who needs to stay updated on your project as members.

Project members will get notified of new conversations, statuses, and tasks.

Post conversations to make announcements or start discussions.

Your post will be sent to all project members.

Use Progress to see how your project is moving forward.

Set a project status to update your team on how it’s going.

The Project Owner will be reminded to set a status once a week.

Open and organize projects from your sidebar.

Favorite projects to pin them to the top of your sidebar.

Click the star button on the left of your project name to favorite it.

Create new projects from any screen using your top bar.

Now you can move projects forward with your team.

Just one more lesson before you dive in.

Communicate and coordinate faster with Inbox.

Check Inbox to quickly read and respond to your latest updates.

Inbox will notify you when you have a task due…

and when teammates update tasks, conversations, and projects you follow.

Open and respond to updates without leaving Inbox.

Click an update and you’ll have all the context you need to respond.

Archive updates you’re ready to dismiss.

Click the X that appears on the right of an update to archive it.

Open Archive to move dismissed updates back to your Inbox.

Click the arrow that appears on the right of an archived update to move it back to Inbox.

Unfollow tasks or projects to stop receiving updates about them.

In the end, you have control over the updates you receive (or choose not to receive)

When you’re ready, you can turn Asana’s Email notifications off.

Most communication with your team can be more easily managed from Inbox. Just remember to check it often.

Congratulations! Now you’re ready to have a great work day with Asana.