Understanding projects

Projects allow you to organize the tasks related to a specific initiative, goal, or big piece of work into various views, including list, board, timeline, and Gantt.

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Create a project     

create

To create a new project:

  1. Click the Quick add button
  2. Select Project

A new screen will present you with 3 options: create a Blank project, Use a template, or Import a spreadsheet.

Click Blank project to start from scratch.

create a project 2

In organizations, you must belong to a team before you can create a project.

Set up your new project

Set up your new project

From the project details screen, you can:

  1. Enter a project name
  2. Select the team you wish to add the project to
  3. Set your project privacy settings
  4. Select a listboardtimeline, or calendar layout
  5. Click Create project once the details have been added

Your new project will load in the main pane and appear in the sidebar.

In organizations, the create project button will auto-populate with the team highest in your sidebar. Click the Team field to manually select which team your project will be created in.

Project actions

You can take many actions on your projects in Asana. Search views and My tasks will have variations of these actions.

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Click the drop-down arrow to access the following options:

  1. Edit project details - modify the name, team, owner, due date, or description of your project
  2. Manage project permissions
  3. Set color & icon
  4. Copy project link
  5. Duplicate
  6. Save as template
  7. Add to Portfolio
  8. Import/Export
  9. Archive - archive the project
  10. Delete project

Favorite the project by clicking the star symbol beside the project name, adding it to your sidebar for easy access.

Project name and description

A project's name and description provide context on what the project is and what it aims to achieve. When you open a project, the project name is displayed prominently in the header.

change project description

To change a project's name and description:

  1. Click on the drop-down menu
  2. Select Edit project details

Project descriptions support rich text and emojis.

Custom project icons

You can personalize your project by using custom project icons. Upload a JPG or a PNG to replace the default project icon. These custom icons will appear in your sidebar, home, portfolios, and team pages, making it easier to find your projects. 

From the drop-down menu, click Set color & icon and go to the Custom icon tab to upload an image.

Print a project

print project

To print a project:

  1. Click the drop-down menu
  2. Click on Export/Print
  3. Select the Print option

Your printed copy will include:

  • Task names and descriptions
  • Subtask names and descriptions
  • Section or column names
  • Incomplete/complete checkbox
  • Custom fields
  • Task due dates

The printed version reflects the current view of your project or My tasks. If you want the printed version to be sorted or filtered in any other way, simply change the view and try printing again.

You can also use the print option to save your project as a PDF. Most browsers will offer a "Save as PDF" option in their print dialog. 

Duplicate a project

Duplicate a project to use it as a template for common workflows.

duplicate project

To duplicate a project:

  1. Click the drop-down menu next to the project's title
  2. Select Duplicate
Duplicating a project.png

Check your desired fields; these will be included in your new project. Click Create New Project once finished.

For workflows you use all the time, consider using project templates instead of duplicating projects one by one.

Archive a project

Archiving projects allows you to focus on active projects. Only project admins can archive a project.

archive project

To archive a project:

  1. Click the drop-down menu
  2. Select Archive

Anyone with a link to the archived project can access the project quickly. You can also find it through Search.

Tasks in archived projects that are assigned to you will still show in your My tasks.

Looking to mark a project as complete? We recommend completing a project in the project status, as archiving a project will not update its status.

Unarchive a project

You can always restore a project via the project header or the sidebar.

unarchive project

To unarchive a project:

  1. Click the drop-down menu
  2. Select Unarchive
  3. Or click the restore button in the top right-hand corner

Archived projects will never expire and do not get deleted.

Delete a project

Assigned tasks and tasks that are associated with other projects will not get deleted.

delete project

To delete a project:

  1. Click the drop-down menu
  2. Select Delete project

All project members will receive an email notification of the deletion and the person who deleted it will receive a recovery link. This link will expire after 30 days. Project deletion emails won't be sent if the project is less than one day old and has zero tasks in it.

Move a project to another team

You can only move a project to teams that you're a member of.

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To move a project to another team:

  1. Click the drop-down menu
  2. Select Edit project details
  3. Type the name of the destination team

Move projects to another workspace or organization

Workspaces and organizations have hard barriers. To move a project to another space, you'll need to create a new project in your chosen workspace or organization and manually copy and paste task lists from the existing project to this new project.

Third-party tools like this one may help you transfer or copy an Asana project to a different workspace. Asana isn't liable or responsible for third-party tools.

Copy a project link

Copy the project URL to easily share with team members.

copy link

To copy a project link:

  1. Click the drop-down menu
  2. Select Copy project link

Want to learn more? Check out all the features of Asana Projects. Asana also offers free trials. Start yours today. Try for free

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