Summary
Highlights
The Timeline view visually shows when tasks start and finish, including milestones. A key feature is the ability to create dependencies, linking tasks so that one cannot start until another is complete, establishing a clear sequence of work.
Asana provides customization options, including adding custom fields (for time tracking, status, priority), creating automation rules for task updates, connecting integrations (Google, Microsoft, Slack), and making forms or task templates for repetitive tasks.
Learn how to create a new project in Asana. You can start with a blank project, give it a name, select a team, and choose its privacy settings (public or private).
Asana offers various project views: List, Board (Kanban style), Timeline (Gantt chart style for visual planning, especially useful for backward planning), and Calendar. You can switch between these views at any time.
Before adding tasks, go to the 'Overview' section to write a project summary, define goals, add project members with specific permissions, and link key resources such as documents or detailed project briefs.
Create 'Sections' to organize tasks into different stages or phases (e.g., Planning, Production, Launch). Define 'Milestones' for significant deliverables or major deadlines within the project, which are like important tasks.
Add individual tasks within your sections. For each task, assign it to only one person to ensure accountability and set a due date or a date range. You can also add subtasks for further breakdown and detailed descriptions.
Utilize the task details section to add notes, attach documents (from computer or Google Drive), and have conversations with team members through comments, keeping all information and communication in one place.
Maintain an updated project by regularly updating tasks, posting comments, and marking tasks as complete. Update due dates if deadlines shift. On the overview page, post project status updates (On Track, At Risk, Off Track) to keep all team members informed.