Asana Cheat Sheet

Here’s a cheat sheet to help you navigate and use Asana effectively for project management:

Basic Navigation

  • Workspace:
    • The top-level container where you organize your projects.
  • Projects:
    • Collections of tasks with a shared goal.
  • Tasks:
    • Individual to-do items within projects.
  • Sections:
    • Divide tasks within a project for better organization.

Task Management

  • Create Task:
    • Click the “+” button to add a new task.
  • Task Details:
    • Add descriptions, due dates, attachments, and comments to tasks.
  • Assignee:
    • Assign tasks to team members for responsibility.
  • Attachments:
    • Attach files, images, and documents to tasks.

Views

  • List View:
    • Standard view for task lists.
  • Board View:
    • Visualize tasks in a Kanban-style board.
  • Calendar View:
    • View tasks on a calendar with due dates.

Customization

  • Custom Fields:
    • Add custom fields to tasks for specific information.
  • Sections:
    • Divide tasks into sections for better categorization.
  • Tags:
    • Use tags to categorize tasks across projects.

Collaboration

  • Comments:
    • Communicate and collaborate within task comments.
  • Mentions:
    • Tag team members using @mentions.
  • Attachments:
    • Share links and files directly in task comments.

Productivity Features

  • Due Dates:
    • Set due dates for tasks.
  • Priority:
    • Set task priority levels.
  • Subtasks:
    • Break down tasks into smaller subtasks.

Advanced Features

  • Dependencies:
    • Create dependencies between tasks.
  • Rules:
    • Automate task actions with custom rules.
  • Portfolios:
    • Track and manage multiple projects in one view.

Shortcuts

  • Quick Add Task:
    • Press Tab + Q to quickly add a new task.
  • Navigate:
    • Use keyboard shortcuts for faster navigation.
  • Search:
    • Tab + / to search across tasks and projects.

Tips

  • Templates:
    • Use templates for recurring project structures.
  • Progress Tracking:
    • Utilize project progress tracking features.
  • Team Pages:
    • Create team pages for better organization.
  • Learning Resources:
    • Explore the Asana Guide for detailed guides and tutorials.

This cheat sheet provides an overview of Asana’s basic features. As you become more comfortable with the tool, explore advanced settings and customization options to tailor Asana to your specific project management needs.