Admin quick start

Asana is the best way for teams to track their work and get results, and it’s easy for admins and IT to manage. Follow along with our quick start guide below to set up your security controls and manage users right from the start.

Managing your Organization’s settings

How to access settings

To manage any admin settings, use the Organization settings menu:

IT and admins can access their Organization's settings by clicking their avatar in Asana

  1. Click your Asana avatar, then choose “[Organization name] Settings.”
  2. From the Organization settings menu, you can select from General, Members, Teams, Administration, Service Accounts, and Billing tabs, based on what you need to do.

Get started


Ensure your company’s data is safe and secure by first configuring your security settings. Head to the Administration tab of the admin console.

IT and admins can use a SAML login configuration

  1. First select the login authentication settings for your Organization. You can use a regular Asana account login, Google Account login, or SAML. We recommend SAML so users have a single set of credentials to access Asana and admins can have tighter user and login management.
  2. If you don’t use SAML, make sure to set your password strength requirements in this menu.

Check out our Enterprise security integrations for more options.

Member and team management


Next, it’s important to understand where to add, remove, and view members of your Organization and the teams they’re a part of.

To add:
  1. Click the orange + button in the top bar, and select Invite.
  2. Type in the email addresses of anyone you want to add. You can add multiple people at once. Then select the teams they should be a part of. An Asana invite will be sent to their email.
  3. We recommend adding people on the same teams at the same time.
To remove:

IT and admins can remove Asana members in their organization from the members tab in organization settings

  1. Before removing members from your Organization, we recommend going to their My Tasks list and reassigning their work to other teammates so it doesn’t go unaccounted for.
  2. To remove a member from your Asana Organization entirely, go to the Members tab of the Organization settings menu.
  3. Next, search for their name. Once their name is pulled up, place your cursor over it, and the Remove option will appear.
  4. Confirm that you want to remove them. Once removed, they will no longer have access to your Asana Organization, but all work they have done previously will stay in Asana.

Once someone is deprovisioned, any tasks assigned to them will be added to a new project that only you as the administrator can access.

To see all members in your Organization:

  1. Also from the Members tab of Organization settings you can request a CSV export that lists all members, which teams and projects they are members of, first and last login, and more.
  2. Once requested, an email with an expiring link to access the CSV will be sent to the email you use to log in to Asana.


To see all teams:

  1. In the Organization settings menu, click the Teams tab.
  2. Here, you can see all teams, their privacy setting (public, membership by request, or hidden), and the number of members in each team.
  3. To make any changes to the teams, click Edit. Here, you can change team names, descriptions, privacy settings, members, and more.

All admin controls

The steps above are our top recommendations to get started, but there are lots of admin settings you can access beyond them. Below we’ve listed out what you can do in each tab of the Organization settings menu.

IT and admins can manage their settings in the organization settings menu


In your general settings, you can:

  • Rename your Organization.
  • View other admins (to change admins, go to Administration tab).


In your member settings, you can:

  • See the number of open seats you have left in Asana, as well as the total number in your plan.
  • Request a CSV file listing all members, which teams and projects they are members of, and more.
  • View and search for members of your Organization in Asana.
  • Deprovision members.


In your team settings, you can:

  • See a list of all teams with their privacy setting (public, membership by request, or hidden), and the number of members in each team.
  • Edit team names, descriptions, and privacy setting.
  • Add and remove team members on any team.
  • Invite new and existing users to a team.
  • Control who can approve requests to join their team.
  • Delete a team.


In your administration settings, you can:

  • Add and remove admins.
  • Set up SAML/SSO.
  • Choose password strength settings.
  • Force an Organization-wide password reset. All of your Organization’s members will immediately be logged out and asked to reset their password the next time they log in.
  • Request a full export of your Organization’s Asana. This is a comprehensive JSON file that lists all teams, members, projects, tasks, comments, conversations, and attachments.

Enterprise organizations using SAML will set up their sign-in URL and X.509 certificate from their SAML provider in the Administration menu

Service accounts

In your service account settings you can:

IT and admins can set up service accounts to make data backups, administrative tasks, and action triggers

  • Add and remove service accounts you might use for data backups, automated administrative tasks, Asana action triggers, or to build internal integrations. Learn more in our service accounts Guide article.
  • Reset service account tokens.


In your billing settings, you can:

  • View your current Asana plan (Free, Premium, or Enterprise), how many seats are occupied and how many you have left.
  • View the billing owner.

See our integrations

Asana integrates with lots of other apps that your organization might use. Check out our apps page to see the offerings, and have teams set up the integrations they want and need.

With so many companies doing their work on the web, Asana is committed to empowering admins so they can keep their organizations secure and simple to manage.

For more information, check out our privacy and security page or contact our Sales team.

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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 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 : 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.