Understanding views
- Skip Ahead to
- Save as default View
- The right click menu
Use project views in Asana to sort and filter your list of tasks, view tasks with due dates on a Calendar, or filter for only attachments.
You will find viewing options for each of the following list of tasks:
- Projects
- My Tasks
- Search Views
Your project header allows you to switch between six different Views.
- List - this is the default view and displays tasks in a List View
- Boards - this view allows you to visually see your tasks column by column so you can visualize your workflow
- Timeline - this view allows you to you to piece your plan together in a Gantt chart-style format, share it with stakeholders, and hit deadlines
- Calendar - this view filters only tasks with due dates and displays them in a calendar format
- Progress - this view displays information about a project and its progress, including status updates and a progress chart}
- Forms - this view collects the info your team needs and creates forms Forms
Save as default view
If there is a specific way you and your team prefer to sort tasks in a project, you can save it as the default view for everyone.
To set a default view:
- Click the three dot icon in your project toolbar
- Select Save layout as default
Once a default view has been set, you will see it every time you access that project. You can do this for List/Board, Timeline or Calendar View.
Anyone who has access to a project can set the default view.
The right click menu
The right click menu appears when you right-click on the desktop or mouse.
This menu gives you added functionality by offering you actions you can take with Asana features.
The right-click menu in Asana varies according to context - where and how the menu is accessed. The contents of the menu vary according to where you click and include only options which are relevant to the chosen area.
Asana views where right-click is supported:
- Project pages
- List tab (including sub-tasks)
- Board tab
- Timeline tab
- Calendar tab
- Task pane, sub-tasks
- My Tasks
- Search results / reports page
- Calendar tab
- List tab
- Tag page
- Team page, calendar tab
- Portfolio
- Workload tab
- Timeline tab
Asana components that work with right click:
- Tasks (including subtasks, milestones and approvals)
- Conversations (in search views)
You can still access the default browser menu by holding Shift while right-clicking.
