Navigating Asana

Asana's interface is divided into 5 areas:

1. Sidebar - access homepage, My tasks, inbox, teams, and projects in your workspace or organization
2. Header - contains the actions and views for the project, My tasks, or view you're currently using
3. Top bar - Search, quick add, My settings, and workspace or organization settings
4. Main pane - displays a list of tasks, messages, calendar, progress or files
5. Task details pane - contains the details of a task or messages

From the top global top bar, you can:

1. Run a global search
2. Click the Quick add button to create a task, project, team, or invite someone to Asana
3. Access your settings, profile, switch between your workspaces and organizations, create a new workspace or team, or log out

1. Drag and drop your sections to reorder them
2. Resize your sidebar

1. Click the + icon to create a new project or a new portfolio
2. Click the three dot icon to view your top projects or recently visited projects

1. Click the + icon to create new portfolios, goals, and dashboards.
2. Click the + icon to browse all teams in your domain or create a new team.

To view the flyouts, hover over the team or portfolio and click the > icon next to its name.

Home

From your home page, you can view the number of tasks completed and the number of people you have collaborated with during the past week or month.

You can customize your home by dragging and dropping widgets from the customize panel. Click Customize to add the following widgets:

• My tasks: view your upcoming, overdue, and completed tasks.
• Projects: view recent, starred, and recommended projects, or create a new project.
• People: view frequent, recent, and starred collaborators. You can also browse teams and invite people to the organization.
• Private notepad: write quick notes and add important links.
• Tasks I've assigned: view any upcoming, overdue, and completed tasks you've assigned, or assign a new task.
• Draft comments: view all of your unsent comments.
• Forms: displays your recent and favorited forms, and you can create a new form directly from the widget via the + Add new button.
• My goals: easily track all your open and closed goals, or add a new goal.

You can organize your widgets by dragging them around or clicking the three dot icon at the top of each widget to change its size or remove it from your home.

From the header, you can:

1. Access drop-down menu with actions for the project
2. Favorite the project
3. Set a status for your project
4. View a list of project members and limited access members
5. Share your project
6. Acces the customize menu

Click the drop-down menu to access the following actions:

1. Edit project details - modify the name or description of your project
2. Color - change the color of the project
3. Copy project URL
4. Save layout as default
5. Duplicate the project
6. Save as template if in a paid team or organization
7. Add to portfolio
8. Import CSV files, email and connect Wuffoo to project, export your project or My tasks, or print your project
9. Move to another team (only available in organizations), archive or delete your project

The header allows you to switch between different views:

1. Overview is the team's persistent hub to showcase a birds-eye view of the what, why and how of a project and drive easy understanding of its ongoing context.
2. List is the default view and displays a list of tasks.
3. Board view organizes your tasks within columns.
4. Timeline is a paid feature that creates a project plan and displays how every element of a project fit together.
5. Calendar view filters only tasks with due dates and displays them in a calendar format.
6. Workflow helps you automate your team's process.
7. Dashboard view offers you a real-time status update; where you can use pre-configured charts to visually report and communicate project progress.
8. Use Messages to have discussions, make an announcement, brainstorm, celebrate accomplishments, or talk about any other topic. Messages can be used to communicate directly with people, projects or teams.
9. Use files to access integrated project files such as Vimeo Video messaging.

From the main pane, you can:

1. Add a new task, section, milestone, or task template
2. Mark a task as complete or incomplete and view/edit the task name
3. Filter tasks
4. Sort tasks
5. Hide custom fields
6. Identify a task's assignee, due date, and other custom fields
7. Create a public link to the task, save layout, search project and manage dependencies
8. Customize the project

From the top of the task details pane, you can:

1. Mark the task complete or incomplete
2. Like the task, attach files, add subtasks, copy the task url, track the time spent on the task, view the task in full screen, view more actions, and close the task details pane
3. Edit the task's name
4. Assign the task
5. Set a due date & time
6. Identify what project the task is in, or add it to a project
7. Set dependencies
8. Add a description to give the task more context
9. Post a comment, ask a question
10. Add or remove task collaborators