Understanding views

Use project Views in Asana to sort and filter your list of tasks, view tasks with due datesdue dates The date that a task or subtask is due. Read more on a Calendar, or filter for only attachmentsattachments A file that is attached to a task or conversation. Read more .

You will find viewing options for each of the following list of tasks:

  • ProjectsProjects Projects are lists of tasks. Read more
  • My TasksMy Tasks All tasks assigned to an individual can be found in their My Tasks list. Read more
  • Search ViewsSearch Views A Search View is a list of tasks or conversations that meet the criteria a user specifies in search. Read more

Updated view

Your project headerheader The header is part of the user interface between the top bar and the main pane and lets users navigate projects. Read more allows you to switch between six different Views.

  1. ListList Displays your tasks in a list. List view is the default view for My Tasks, projects, and search views. Read more - this is the default View and displays tasks in a list view
  2. Board - this View allows you to visually see your tasks column by column so you can visualize your workflow
  3. 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
  4. CalendarCalendar Lets you see tasks with due dates on a calendar. Users can use Calendar View on My Tasks, a project, a search view, or on a whole team. Read more - this View filters only tasks with due datesdue dates The date that a task or subtask is due. Read more and displays them in a calendar format
  5. Progress - this View displays information about a project and its progress, including status updatesstatus updates A way to update project members on the progress of a project. Status includes a color (red, yellow, green) and short summary. Read more & a progress chartprogress chart A burnup chart that shows contrasts a project's incomplete and complete tasks over time. Read more
  6. Forms - this View collects the info your team needs and creates forms Read more

Click on More…to start conversations with Project Members and to view all files on the Task. All six views will appear in Projects, but only three of them (List, Calendar, and Files) will appear in your My Tasks and Search Views.

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.

save as default view

To set a default view:

  1. Click the three dot icon in your project toolbar
  2. 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.

right click

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.

Watch the product tour: Project views

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Asana Lessons

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


Tasks Lessons

Track all of your work

3 Minutes

My Tasks

My Tasks Lessons

Always know what to do next

3 Minutes


Projects Lessons

Work with teammates

3 Minutes


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 Recently Assigned.

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 in any task row to create a new 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.