Welcome! If you want to learn more about using Asana, you’ve come to the right place. Asana is the easiest way for you and your team to track your work to get results, and this quick start article will help you learn the basics so you can get going.
Your team, its work, and the conversations around that work are organized clearly in Asana. Organizations are based on your company’s shared email domain, and connect everybody within your company that uses Asana. Within an Organization, you and your colleagues can split into teams and collaborate on your projects and tasks. Create your Asana account and get started with the steps below.
Three steps to get started
Now that you know the building blocks of Asana, let’s start working with them.
1. Add your first tasks
Add your first tasks by clicking the orange + button in the top bar. You can make tasks for work you want to get done today, this week, later on, or to store information. You can also make tasks for other people on your team.
In the next article, we’ll dig deeper into creating tasks. For now, just jot down a few to-dos for yourself.
2. Create or join a project
Now that you’ve added a few tasks, let’s explore projects. Projects allow you to organize all of the tasks related to a specific initiative, goal, or big piece of work into a list or board. For example, you can track product launches, editorial calendars, candidate tracking, meeting agendas, and more.
If you’re the first person from your organization to sign up for Asana, try creating a project from scratch.
If your team is already using Asana, look at the sidebar and you will see the name of the team you joined in Asana. Click on the dropdown to the left of the team name to see a list of all the public projects on the team. Start to explore the work in them, and ask your teammates about projects you should join. To join a project, click the + button in the top right corner of the project. You can create a project of your own to play around in, too.
Creating a project is simple:
- Use Quick Add: Just hit the bright orange + button in the top bar, and select Project. From here, you can decide if you want a list or board and add a description. Then create the project.
Use sections (in list layout) or columns (in board layout) to organize the tasks in your project. For sections, type a colon at the end of a task name or click Add Section at the top of your project. In board projects, just click Add column.
Once you create your project, you can start adding tasks by clicking the Add Task button in List View or the + button on a board—or by just pressing
enter. You can also move tasks you created in step one into your new project by dragging and dropping or by adding a project to a task. Finally, you can add a due date and project members.
3. Work together with your team
When you track your work in Asana, everybody knows who’s doing what by when, so you have clarity and accountability around work. Now that you’ve explored tasks and projects on your own, you can invite a trusted teammate to try Asana with you, or work with your already-established team. Here are a few ways to start collaborating and tracking your work with your team:
- Assign a task—Collaborating means assigning tasks to yourself and your teammates. Give it a try and assign a task to someone on your team (even if they aren’t using Asana yet.) Provide details and information they need to complete the task.
- Add a follower—Add stakeholders as followers of a task so they can see any work on the task, communicate about it, and get notified about progress. You can add/remove followers at the bottom of the right pane. Try adding someone as a follower on one of the tasks you just created.
- Comment on a task—You can comment on a task to ask questions, respond to teammates, or offer extra information and insight. Comment on a task you created to give an update about it.
- @mention—Type @ in a comment or description to mention teammates and create direct links to conversations, tasks, or projects in Asana. Try mentioning a teammate in a comment to direct their attention to this piece of work.
- Check My Inbox—My Inbox is your notification center in Asana. As you and teammates create, update, and complete work, you’ll see notifications show up in My Inbox for the work you’re following. An orange dot means you have new notifications.
Congrats! You’ve now taken your first step in learning how to use Asana. There are lots of other resources to help you and your team along the way.
- Read the Guide—You’re already reading it now! You can follow the articles in order and use the sidebar like a table of contents. They will teach you how to use Asana like a pro with your team.
- Learn Asana basics in 15 minutes—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. They’re animated and only take a few minutes for each lesson.
- Try out some different ways to use Asana—Asana is meant for all kinds of teams to track their work. Peruse our use cases to learn more about ways you and your team can use Asana in general, and specifically for your team type.
- Download our iOS or Android app—Just like our web app, you can use our mobile app to create tasks and projects, have conversations, and get updates on progress to track your work on the go, both on and offline.
- Set up integrations—Lots of other tools you use at work also integrate with Asana. Set up some integrations to streamline your workflow and track all your work in Asana.
- Ask questions—If you want to learn more about Asana features, or have questions about specific features, check out our Help section.
- Watch How to Asana—How to Asana is our weekly YouTube series for anyone learning Asana. It covers Asana features, workflows, and best practices. Subscribe and learn something new every week.