How to set up a new project in Asana
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- Опубликовано: 4 июл 2024
- The following video is a sample lesson from my new Master Asana program. In the video, I explain how to set up a new project and all the features that come with it like the timeline, fields, filters and status updates.
In this video, we’re going to set up a new Asana project. We’re going to cover: Creating your first team (and team settings), layout options, filters, how to copy and paste tasks, how to bulk-edit tasks, how to use colours to show the type of project, using a naming convention to help organise different types of project and how to link tasks to multiple projects.
Often clients ask, how detailed do you need to be?
Your projects can start quite high-level and get more specific as your adoption of Asana improves or as the project progresses and you have more information.
Use subtasks to assign work to other people and involve them in the same task. Or, subtasks can be used a checklist of things that the main assignee has to do.
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This is golden. Very detailed overview, thanks Paul!
You're welcome Alex.
Thank you very much Paul! This is really helpfull and great. Not very common to find such detailled and understandable Tutorials
Thank you Felix, I appreciate the nice feedback!
GREAT EXPLANATION!!!! very clear thanks, I will follow you
Thanks Diana, glad I could help!
Very detailed and informative. Thank you for the video
Thanks Akashdeep!
Thank you Mr. Paul , I got value
You're welcome 😀
great video Paul. I've got a project setup up into multiple major "Sections" similar to the example you've initially used here. Is there a way to then operate using Kanban (similar to the second example you use) - or is it either / or??
What you could do is set up your sections as the Kanban columns (e.g. To do, in progress, Done) then use a custom field for what you're currently using as sections. That way, in the list view you could sort by this custom field. But in the board view you could sort by section (i.e. Kanban). Hope that makes sense
These videos are really helpful. I have a quick question, can you specify which section a task goes into when generating the task from Gmail?
I'm afraid not. This is a limitation of the Gmail extension I'm afraid.
I love that Benedict Cumberbatch is taking time to do ASANA videos despite his limited time. Jokes aside, awesome and super helpful videos!
HAHA, thanks Arne! 😀
hey paul, awesome video!
i am a one man show business in the personal development field.
what would be the benifits for using the premium version?
If you need to do more sophisticated project management and need features like the timeline, dependencies, milestones and custom fields then the Premium is a great fit.
Hi Paul ~As a business owner Can I see other team members task -witch means what they are working on ? Instead just my own task?
Thank you
Yes. It depends on the privacy settings of projects and teams. But yes you can set up public projects where you can see everyone's tasks. Although, technically there is nothing stopping people from setting up their own private project (e.g. for personal stuff) that you wouldn't be able to see.
Paul I need some training in setting up my tasks and Projects as a Gannt Chart ?
Sure, you're welcome to get in touch with me here if you need 1:1 help: paulminors.com/consulting/asana-consulting/
Do you have the update Asana version set up
Is Asana work for logistics task and repeated job per month?
I'm always using the most up to date version. It just updates in the browser when you load the page. Yes, it's great for regularly recurring work and logistical tasks.
Thanks for the video..very helpful. Please, how do I add more columns to a project?
When you're in the list view, on the right-hand side, click the + icon to create a new column (requires Premium or higher)
@@minor-co Many thanks, I had to upgrade my package to premium.
I think it would be good to say that a few things that you are showing are not offered with the basic (free) plan, like the Milestones or the date range, for instance. Other than that, it's pretty useful! :)
Thanks Jonathan, good suggestion.
Very helpfull...
Thanks!
Hi Paul, when will it be possible to use thumbnails in Asana?
I'm not sure but I'd recommend posting on the Asana community forum to see if the Asana team has any news.
On any particular project, is it project the "set" the view so it stays in place when I return eg I viewed the project content as boards, then went bak to the project and its defaulted back to list
After you change the project view, you can click the three dots and save the new layout as your default.
@@minor-co Thanks. Done
You have the buttons list board timeline calendar progress forms and more I only have the following buttons list board calendar and files how to I get the other buttons to appear. I do have the paid version. Please assist
These features have moved since I made the video. So 'Progress' is now set under the 'Overview' tab. And 'Forms' live under the 'Customize' menu.
I'm setting up a new project which is a rolling research project (repeats monthly) and thinking after watching this that the standup of the program is a separate project from the monthly execution in terms of Asana Projects....thoughts? I'm conflicted as to whether to two two projects or one 😕
If it were me, I'd try and do everything in one project if I can. Could you not have a 'Standup' section in the main rolling project?
Hi. How to bold the text. I am linux user. Please help me with.
I'm not sure on Linux but I assume it's CTRL + b
It's a shame that Asana doesn't offer single-user licenses for Asana, you have to upgrade to a minimum of x2 seats
Agreed.
Nice video! Too bad Asana looks subpar. Notion looks and functions waaaay better.
Thanks Ben
@@minor-co though I am doing a test run thanks to your video. You made me give it a shot 🙃