Learning the Ropes: Asana

Asana is a powerful work management software that enables teams to track projects, organize tasks, and visualize workflow seamlessly. 

Tools like Asana are more valuable than ever in today's work-from-home environment. Here’s a breakdown of how to get the most out of Asana with tips and tricks to increase your efficiency on the platform.

Tasks

• Label tasks in short, easy-to-read titles. In the subheading, use concise, action-based language. We recommend all caps for your big tasks category, creating subtasks in the card.

• You can also create recurring tasks meant to repeat as often as needed. For example: "Check-in call with a client every Wednesday."

Boards

• Organize boards left to right, starting with the most extensive target goals, getting smaller and smaller while scrolling right.

• Create two columns, one for tasks in progress and the other for completed tasks pending approval (or needing to remain on the board). This way, past work is easily referenced without distracting from more pressing items. 

• Try to clump types of tasks together. For example, I place my blog task categories together and my social items in another.

Platforms

• Utilize both the mobile and desktop apps and turn on notifications. Doing this lets you know when someone responds to your task without emails. 

Lists

• For sprint planning, we recommend the list feature and boards for larger collaborative projects with lots of subtasks. 

• Tag the task's priority and click the sort button to organize cards by importance. 

Use shortcuts

• Tab+Q creates new tasks.

• Tab+L pushes tasks to later.

• Use @ mentions to get team members' eyes on a task. 

• Merge duplicate tasks with Tab+Shift+D.

With Asana, you can seamlessly switch between projects, assign tasks, and communicate with supervisors, making daily workflow efficient and straightforward.