How to use Asana - acmw-uno/acmwsite GitHub Wiki

Asana is a task manager. ACMW will be using Asana to manage their projects.

Tasks break down a project into actionable steps

  • Tasks can be to-dos, requests for teammates, reminders, or ideas.
  • A task is a single unit of work.
  • Tasks help organize projects and teams by breaking down the project into individual tasks that each member can own/assign.

Create a project

  • Create a new project by clicking the plus icon to the left of PROJECTS in the navigation bar on the left-side of the webpage.
  • Project name/description: Make sure your project name is a hint of what the project is. Then add an in-depth description of the project.
  • Privacy: Privacy should be set to ACMW.
  • Other options: The drop-down menu located to the left of the project's name provides various options. For example, the project's name/description can be edited by clicking Edit Name & Description.
  • Archive: Never delete a project, just archive it. This option is found in the other options drop-down menu.

Create a task or section

  • Click on the project name located in the navigation bar which is on the left-hand side of the webpage.
  • Then click on Add Task to create a new task. Or briefly hover over "Add Task" to make "Add Section" appear, then click Add Section to create a new section.
  • Adding a section helps divide tasks. For example, if we need to add pages to the wiki, we can make a section called "Wiki" then each task listed underneath will be the page that needs to be added.

Tasks

  • Task name/description: Make sure your task name is a hint of what the task is. Then provide an in-depth description of the task.
  • Assigning tasks: A newly created task can be a task for yourself, a teammate, or an idea. Assign tasks accordingly. You can assign a task by clicking the unassigned icon located above the task's name/description. If the task is an idea, it can be left unassigned.
  • Due date: To keep the project moving, make sure each task has a doable due date (typically within a week). The due date icon is located above the task's name/description.
  • Comments: Within tasks, you can make comments. To directly notify a teammate, use @ before their name. A reason you may want to leave a comment is if a teammate assigns a task to you but you are unsure of what the task is asking for. Ask the teammate that assigned it to make a clearer description or to elaborate.
  • Attachments: You can add files to complement the task by clicking the paperclip icon located above the task's name/description. For example, if you found an image to use for the site, you can attach that image.
  • Sub-tasks: Tasks can be broken down into sub-tasks by clicking the subtasks icon located above the task's name/description.
  • Merging tasks: If two tasks are really similar, they can be merged together to make a single task. Do this by clicking on the ... icon located above the task's name/description, then clicking on Merge Duplicate Tasks.
  • Other options: There are many other options to select. Please take time to explore these options. For example, click on the heart icon to "like" a task and show love to your fellow teammates. Or click on the ... icon, then click on Delete Task to delete the currently selected task.
  • Viewing tasks: At the top-right of the project's task list, there is a drop-down menu that allows you to view certain tasks. You can view uncompleted tasks, all tasks, tasks by due-date, etc.

Dashboard and My Tasks

  • Click on the star icon next to the project's name at the top of the page to add the project to the dashboard. All starred projects will appear on the dashboard.
  • Click on My Tasks to view all tasks assigned to you. By doing Tab+Y, you can set a task to the "today" list.

There is more to Asana than what's listed here, so please explore!