Welcome to our blog on “How to Get Started With Asana in 5 Simple Steps”! We understand that project management can be a daunting task, especially when you’re just starting out. With so many tools available in the market, it can be challenging to choose the right one for your business.
However, we’re here to tell you that Asana is our favorite project management system for a reason. Its stability and usability make it the perfect choice for businesses of all sizes. Whether you’re a solo entrepreneur or a team of 15 people, Asana’s free version provides you with all the necessary features to manage your tasks and projects effectively.
In this blog, we’ll walk you through the five simple steps to get started with Asana, so you can start managing your projects like a pro. So, whether you’re new to project management or looking to switch to a more user-friendly tool, this blog is perfect for you. Let’s dive in!
How To Get Started With Asana
1. Sign up for your Asana (FREE version) account
There are two options, Organisation or Workspace. Selecting Organisation will get you more functionality (such as Teams). You will need a custom email address for this (for example, you@yourbusiness.com). If you don’t have one, you can either set up a Workspace and convert it, or create a custom email through Google Workspace or another provider.
As you’re starting to put in the foundations to prepare for business growth, it’s best to set up an Organisation if you can.
2. Set up Teams
Whilst it might just be you in your business right now, you should still follow this step to put in the foundations for future business growth. It will save you time in the future having to revisit it.
These are the “departments” in your business (for example, Finance, Marketing, Design, Operations, Human Resources etc).
3. Set up Projects
This is where you organise your Team’s work. A project might be something temporary you’re working on like a launch, or it could be a repeatable process like recording a weekly podcast that has a standard set of activities that need completing for each episode.
These can be public to the team or private to you. You can also view your projects in a number of ways – list, board or calendar.
You can also use Asana’s pre-built templates.
TIP: Keep the number of projects to a minimum.
4. Set up Tasks
Now it’s time to start organising your projects using sections and tasks. Once you’ve got all of your tasks listed you will want to organise them into sections.
Assign every task to someone, even if that’s just yourself for now.
Add a brief description explaining what the task is.
Add due dates for when the work has to be completed.
Colour code and tag them for better organisation.
Attach any files or links that are important to the task.
Template recurring tasks and workflows.
Add any sub tasks.
Tasks can quickly get out of hand, so be intentional about what you include – keep it focused and linked to your goals.
5. My Tasks and Inbox
My Tasks
This is a list of all the tasks (or to-dos in Asana) that are assigned to you across all projects, in either an Organisation or Workspace.
You can move tasks around as needed. Whatever action you take in My Tasks will update across the projects.
Inbox
This is where you receive updates on what people have assigned to you. Complete tasks straight from Inbox, respond to messages and archive tasks.
Check out this blog post on how your business can benefit from a project management system.
In Summary
Implementing a project management tool is a great place to start automating your business processes and systems, and you’ll wonder why you didn’t do it sooner! The earlier you do this, the greater the benefit and efficiencies, and you start building the foundations for your future growth.
Why not get started now. Download your FREE Asana Quick Start Guide.
Harness the Power of Systems
Why not transform your business one system at a time? Sign up to the Simply Systems Newsletter to receive weekly tips, tools and strategies to streamline your business straight to your inbox.
© The Systems Lab® 2023. All rights reserved.
Comments +