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
- Getting started with Asana [Basic Training Deck]
- Click to import this “getting started” toolkit into your Asana instance.
- 🎥 How to Use Asana [Tutorial for Beginners]