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Asana User Guide Manual Cheat Sheet by [deleted]

How to join ASANA?

Sign Up
Accept Invite
 
1. Open the email invite
2. Click Get Started for FREE.
2. Click the Join Now button
3. Verify email address
3. Create account
4. Create account
LOGIN:
Enter your account’s email address and password

LOGOUT:
Click your profile photo. Click Log Out.
 

Where to find?

1. TOP BAR
My Tasks, Inbox, Quick Add, Search, Profile Settings, Workspace or Organi­zation Settings
2. SIDE BAR
My Dashboard, Projects, Favorites, Recents, Team Conver­sat­ions, Team Calendar in your Workspace or Organi­zation
3. Header
Options for a Project, My Tasks, or Search views
4. Main pane
Search results, Inbox notifi­cat­ions, Dashboard project cards, Task lists, and Conver­sation posts.
5. Right pane
Assign a task, Set a due date & due time, Heart the task, Identify what project the task is in, Mark the task complete or incomp­lete, Add a descri­ption to give the task more context, Build a list of subtasks, Attach files, Post a comment, Follow or unfollow the task

How to navigate?

How to's - Basics

Acti­vity
Inst­ruc­tions
Loca­tion
1. Edit Profile
Click your profile photo
Top Bar
 
Click Profile Settings
Top Bar Dropdown
2. Enter a WORKSPACE
WORK­SPACE - This is where all the project tasks with a team are stored.
 
Click your profile photo
Top Bar
 
Click on a Work­space
Top Bar Dropdown
3. Quick Add anything
Click Quick Add Button (+)
Top Bar
4. Edit a Task
Click a Task
Main Pane
 
Edit Task settings
Right Pane
5. Favorite anything
Click the star icon beside a project name, contact name, etc.
Side Bar
6. Chat with team mate
Select a Project
Side Bar
 
Click Conver­sations
Header
 
Post a message and click Post
Main Pane
7. Book a schedule
Click Cale­ndar
Side Bar
 
Add details to a date
Main Pane
 

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