Asana Training [Basic]

Basic Asana Training

In our 60-min training workshops you will learn:

  • How to create clear project plans to get everyone on the same page.
  • Get your daily work organized using the My Tasks features.
  • Effectively track work using your Asana inbox.
  • Communicate with teammates every step of the way.
  • Use Milestones, dependencies, and multihoming to visualize work.
  • Build streamlined workflows in Asana to speed up work.
  • Collect and Automate the collection of work in your Asana.

🖥 Workshop 101 - 60 minutes

1. Capturing & Navigating Work in Asana

  • Where Asana fits in: Capture, Organize, Track
  • Asana Structure: Organizations, Teams, Projects, Tasks, and Subtasks. [Demo]
  • Understanding communication methods in Asana
    • Comments and Messages

2. Organizing Work in Asana (day-to-day)

  • Asana Navigation: Using My Tasks to organize your work in Asana [Demo]
    • Sorting, Sections, Custom Fields, Rules, Views, and apps

3. Tracking Work in Asana

  • Asana Navigation: Managing your Asana Inbox to track work. [Demo]
    • Archive, Respond, Capture, & Unfollow
  • Changing your notification settings
  • Apps, Integrations, and the Asana app


🖥 Workshop 102 - 60 minutes

1. Exploring Asana’s Task Details

  • Using Milestones, Dependencies, and multihoming [Demo]
  • Project Templates, Task Templates, and Asana Search
  • Profile settings and notifications

2. Understanding Basic Asana Use Cases

  • Exploring Asana’s Workflow Builder: Creating basic workflows in Asana [Demo]
  • Automating your work in Asana: Streamlining work with Asana’s rule builder
  • Keeping your team informed with Asana status updates

3. Capturing Information with Forms

  • Explore the different Asana form use cases: Design requests, surveys, onboarding, etc.
  • Streamlining data collection, intake, and requests [Demo]

Asana Basics Training Resources