Invite people to projects and tasks

After you’ve held your kickoff meeting and your entire team is ready to start using Asana, it’s time to send invites and add them as project members and task followers. If you and a smaller group of teammates already tested out Asana, make sure your projects and tasks are organized for the rest of your teammates to start tracking work in them. Or just follow the steps below to get Asana ready for your team.

Getting your team into Asana

1. Create a project everyone can work on

Before inviting your team, make sure you’ve created your first project so there is something in Asana to start on. Ideally, the project involves everyone on your team, so they can begin to contribute right away. Here are some easy ways to get started:

  • Save time by starting with one of our templates to get up and running in a few clicks.
  • Create a meeting agenda for your next team meeting.
  • Look at our ways to use Asana for specific tips and best practices for all types of projects.
  • Or, create your own custom template so your team starts a project with the same process every time.

2. Invite teammates

Inviting teammates to Asana is simple. Once an invite is sent to a teammate’s work email, you will all end up in the same Organization. There are several ways you can invite teammates:

How to invite teammates to Asana

  1. Click the + button under your team’s name in the sidebar, and type in their email.

  2. Click the orange + button in the top bar and select Invite.

  3. Click the + button in your team page’s header. You can access this by clicking Team Conversations from the sidebar.

  4. Create a task and type in your teammate’s email as the assignee to trigger an invite.

Once they’ve created an account, you can invite them to projects and teams, or have them explore and join on their own.

If you don’t want new project members to modify anything in the projects you’ve invited them to, give them comment-only access. You can change each person’s settings on a case-by-case basis.

3. Add followers

Once you’ve introduced your teammates to Asana and invited them to projects, you should also add them as followers on relevant tasks. Adding task followers is similar to cc’ing people on an email. Every time you add comments to these tasks they’ll get a notification in their email and Asana Inbox.

You can add followers by typing Tab + F in any task and typing a teammate’s name, or by clicking the + button at the bottom of the right pane.

Add followers in the bottom right pane of a task

Once you and your teammates feel comfortable with Asana Inbox, you can eventually turn off email notifications.

4. Provide resources

From our experience, your teammates will probably have questions about Asana during the first week, but they should quickly get the hang of it after that. We suggest making yourself available in the first week or so as your teammates get familiar with Asana, in addition to sharing resources.

Create an “Asana questions” project where teammates can assign you tasks with any questions about using Asana.

Here are some resources you can pass along to help your teammates:

  • The onboarding checklist helps those new to Asana learn the basics so they can jump right in and learn features by using them.
  • The Asana Guide (what you’re reading now!), provides best practices for using Asana. We recommend having them read quick start so they can get up and running quickly.
  • Asana Academy has in-depth on-demand courses that teach you project management best practices, how to be more productive, and use Asana like a pro. Register today.
  • Asana lessons are short slides that show you the most important features and workflows to get you up to speed on how to use Asana in 15 minutes.
  • Asana videos show you how to get started and give you a product tour. Follow along with our How to Asana videos. We post new videos every other week.

5. Follow up with your team

Once everybody is using Asana, set aside time to revisit the time frames and commitments you set in your Asana kickoff meeting to make sure everybody is on board. Use the check-in to assess what’s going well, and what still needs clarification. Check out our moving communications to Asana article to help you answer common questions and share tips to help your team feel confident using Asana.

Spending the time with your team to get started in Asana quickly pays off as you track work efficiently, communicate more effectively, and do great things together.

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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.