Once you understand the basics of Asana, the views, and how to keep work connected
you can use Asana for almost anything. If your team has a looming
deadline, create a project that breaks down the work into tasks.
This makes it clear what needs to happen to hit your due date. Delegate work by
assigning tasks, adjust due dates, and update the team on your progress to keep
everyone on the same page.
Projects can be used to track and reference high-level company goals.
This will help teammates see how their work fits in and why it matters.
Add your goal task from the company goals project to a team project to see
how your tasks are helping you achieve your goal.
This is a great use of adding tasks to multiple projects.
Roadmap projects give a high level view of the work your team has coming up.
Use sections to organize work by time period or by priority level. To schedule and track
your team's milestones and plans, create a road map project and include tasks
that are currently being worked on, upcoming tasks, and a backlog of tasks
that need to be prioritized later or use time periods like quarters. This also
works well for bug tracking. Create a bug tracking project and organized bugs your
team needs to fix by priority level. We recommend using sections such as P1, P2
and P3 - though your naming convention should align with what you've
predetermined with your team and how you prioritize tasks.
When tasks go through a specific process or move through multiple stages, you can
create a pipeline project. Create a pipeline for any workflow or process
including blog, recruiting, and sales pipelines. Use sections to represent
stages in the recruiting process. Create a task for each applicant - attach resumes
and cover letters right into the task. The candidate will move through sections
of the project as they progress in the interview process from referrals to
interviewing and finally to the offer stage. One of my favorite use cases for
projects is meeting agendas. Create an Asana project for every meeting - whether
it's a one time meeting or a weekly event. As you think of topics you'd like to
discuss, add agenda items to the project as tasks or add existing tasks to the
project. Since tasks can live in multiple projects you won't have to duplicate them.
Include a section of topics you discuss every meeting with recurring or
standing tasks. Mark tasks complete as they are discussed or assign follow-up
work to the appropriate teammate. We recommend creating and assigning tasks
during the meeting as you agree on next steps -
this will ensure every teammate knows what to do next as soon as they leave
the meeting. Tasks in Asana don't always have to be actionable - meaning it's ok if
certain tasks never get completed. A good example is a project that serves as an
internal library. Make a task for every document, article, or important piece of
information and share it with all new employees or team members.
These are just a few of the ways you can use Asana with your team. Asana can
accommodate all the different ways your team works and you can find more work
flow information on The Guide.