CAPABILITIES
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- All Asana features
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- Navigating Asana
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- How to sign up for a free Asana trial
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- Add movement to your workflow
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- What is a workflow?
- Automate how work moves through stages
- Build the foundation of your workflow
- Assign work automatically with custom fields
- Use dependencies to kick work off at the right time
- Request a task review with a simple automation
- Control how tasks are added to projects
- Building cross-functional workflows in Asana
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- Schedule tasks based on priority
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- Rules integrations for productivity and communication
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- Management dashboard for project templates
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- Bundles FAQ
- Bundle management and permissions
- Management dashboard for global fields
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- Reference custom fields
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- How to export all time entry data from Asana as CSV via API
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- Calendars and Asana
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- Google Smart Chips
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- Zapier and Asana
- Vimeo and Asana
- Chrome Extension + Asana
- Asana for Jira Cloud FAQ
- Jira Data Center
- Zoom transcripts for automation and AI Studio
- How to create a Zoom call notes workflow with AI Studio
- Enabling permissions for Asana-built and Microsoft 365 integrations
- Outlook Calendar and Asana
- Tray.io + Asana
- ServiceNow & Asana
- Wufoo and Asana
- Web forms & Asana
- Zendesk integration
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- Jira Data Center FAQ
- Asana and Workplace from Meta
- Splunk + Asana
- Salesforce in Asana integration
- Asana in Salesforce AppExchange (being deprecated)
- API
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- Compliance management: API and integration support
- Slack and Asana
- Progress, status, and connecting work to goals
- Goal types and templates
- Goals strategy map
- Write great goals with Asana Goals
- Weighted goals
- Viewing and filtering your goals
- Asana Goals FAQ
- The goal tracking process with Asana Goals
- Lead the goals management process in your organization with Asana Goals
- Goals privacy and sharing
- Get started with Asana Goals
- Email tasks to Asana
- Task actions
- My Tasks
- Scheduling tasks using start dates, due dates, and times
- Text formatting in Asana
- Task fields
- Rules in My tasks
- Converting tasks into projects
- Views in My tasks
- Custom fields in My tasks
- Save time in Asana
- Understanding tasks
- Subtasks
- Task comments and attachments
- Tags
- Custom task types and statuses
- Proofing
- Preparing data for CSV import
- Sections
- Gantt view
- Import data from other tools to projects in Asana
- Understanding projects
- Timeline
- Notes view
- Calendar view
- List view
- Project overview tab
- Managing tasks and dependencies with timeline
- Project owner and members
- Files view
- Critical path on timeline
- Project customization and views
- Gantt view FAQ
- Embedded media project view
- Advanced CSV import options
- Board view
- Shareable notes in Asana
- Project importing and exporting
- Teamless projects
- Project permissions
- Permissions overview
- Read-only links
- Task permissions
- Project privacy settings
- Custom field access levels
- Team sharing
- Forms access permissions
- Edit restriction on custom field values
- Private custom fields
- Asana custom field permissions
- Project admin access level
- Viewer project access level
- Team content permissions for team admins
- Domain-wide admin controls
- Sharing and limiting access to teams
- Team permissions
- Editor access level
- Individual project permissions
- Asana for Agile and Scrum
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- Pipelines
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- End-of-month close processes for Finance teams
- Giving feedback and approvals
- How to apply a RACI Matrix in Asana
- Project intake
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- Plan and manage company goals
- Using Asana to track customer feedback
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- Using Asana for project management
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- How to use Asana for account tracking
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- Asana AI customization
- Asana AI features and admin controls
- Smart goals
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- Create with AI
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- Work smarter with Asana AI
- AI Studio FAQ
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- Connect your Smart workflow with the right data sources
- AI Studio models
- Writing instructions in AI Studio
- How to structure a prompt in AI Studio
- Create Smart workflows with AI Studio
- AI Studio pre-built AI rules
- How the Use AI variable works
- Troubleshooting in AI Studio
- AI Studio - Human in the loop
- An admin's guide to AI Studio
- Introduction to Asana AI Studio
- AI Studio credit optimization
- AI Studio add-on and pricing
- eDiscovery Resource Center
- Multi-org deployment
- Mandatory two-factor authentication
- Enterprise Key Management (EKM)
- Asana EU Data Centre
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- How to access the admin console
- Privacy and security
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- Multiple accounts and merging
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- Delete your Asana account
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- SAML group mapping and SCIM interaction
- Access and permissions
- IP allowlisting in Asana
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- FedRAMP Compliance
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- SecureAuth for Enterprise Organizations
- Profile field editability controls
- Claiming admin permissions on work items
- Provisioning and deprovisioning users with SCIM
- Asana IP address ranges and hostnames
- Admin security controls
- Admin and super admin roles in Asana
- Role-based access control (RBAC) with custom roles
- How to separate Asana accounts
- Data Residency for Asana
- Setting up Asana roles in Microsoft Entra ID with SCIM
- Authentication and access management options for paid plans
- Setting up Asana roles in Okta with SCIM
- Your Asana account
- Managing an organization
- University organizations
- Managing people in organizations
- Managing teams through the admin console
- Managing organization settings
- A guide to divisions in Asana
- Asana Sandboxes
- Workspaces and organizations FAQ
- Advanced division management
- Division access and management FAQ
- Manage approved workspaces
- Membership and collaboration in workspaces
- Managing members in an organization
- Understanding workspaces
- Managing workspaces
- Introducing Asana Gov
- Managing members and teams in a division
- License assignment in divisions
- Payments in CAD and KRW currency
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- Norway VAT
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- Changes to automatic payments in India due to RBI regulations
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- Adding payment methods for manually invoiced customers
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- Accessing your billing page
- Payment methods and invoices
- Billing settings in the admin console
- Billing
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- Philippines VAT
- Canada GST/HST, QST, and provincial sales tax
- Security and billing for divisions
- How to cancel your Asana plan
- Learn about Asana Premium features
- Learn about Asana Legacy Enterprise features
- Divisions
- Learn about Asana Starter features
- Learn about Asana Advanced features
- Modify your Asana plan
- Manage your growing Asana subscription
- Learn about Asana Business features
- Asana Personal Plan details
- Pricing and purchases
- View only
- Asana for nonprofits
- Asana subscriptions and pricing
- Troubleshooting browser and connectivity issues
- Accidental deletion
- Tasks and subtasks
- Security and permissions
- Navigation and display
- Upcoming discontinuation of personal projects spaces
- Asana Forum basics
- Salesforce AppExchange Integration Deprecation FAQ
- Asana Certification FAQ
- How do I get support from Asana?
- Recover deleted tasks, projects, and more
Project customization and views
This article details the essentials of project customization and the various project views available to you. Use these to enhance your workflow and tailor your team’s projects for optimal efficiency and clarity.
Related articles:
Project overview
Project overview is the team's persistent hub to showcase a birds-eye view of the what, why and how of a project and drives easy understanding of its ongoing context. The overview sets the tone for how you and your team will work together on the project, and also is where the name, description as well as roles of project members are accessible.
Project views
Everyone organizes their work differently; some like lists, others sticky notes that can be moved through different sections. Because everyone works differently, Asana has different project views available. Choose from List, Board, Gantt, Timeline, Workflow, Dashboard, Messages, Files and Calendar. This means you can choose the view that suits your work style and helps you visualize tasks more effectively. Tasks can be grouped differently across List and Board views. Check out this article for more.
Saved tabs
See what's most relevant for you and your team with saved tabs for projects. Saved tabs allows project admins and editors to create up to 50 tabs per project with multiple list, board, calendar, gantt view or timeline tabs.
As a project admin or editor you can apply filters and sorts to projects, as well as save the view as a new tab in your project.
To create a saved tab:
- Filter and sort your project to your liking
- Click Save view to save this view for everyone
- Click + Save as a new tab to create a new tab for that specific view. From the three dot icon, you can rename, reorder, remove or set tabs as default.
You can use emojis as your tab icon, by starting the tab name with the emoji.
Some views to try:
- Set up multiple calendar views to see the projects schedule by month
- Set up a board view to show the progress for open tasks
- Reorder project views to put the most important or most commonly used view first
- Use the dynamic filter Assignee is Me and save it as a new tab; everyone will see the tasks assigned to themselves
Note
Non-task views (Overview, Workflow, Dashboard, Messages, Files) cannot be duplicated or renamed.
If your organization is currently on an Enterprise, Enterprise+ or Legacy Enterprise plan, it’s possible that the project admin updated the project permissions to Project Admins only. This means the project editor can’t modify tabs in the project.
You can access saved tabs from your mobile on iOS.
Project colors
If you have a lot of projects, but only a few are relevant or urgent to you, use the color feature to make those projects more visually distinct.
To change a project's color:
- Click the drop-down menu
- Select Set color & icon
Sections
Sections allow you to divide and organize the tasks in your project. Sections can be used to create categories, workflow stages, priorities, and more. You can also use sections to trigger rules when tasks are moved into them.
For more detailed information, visit our article on sections.
Project schedules
Available on Asana Starter, Advanced, Enterprise, and Enterprise+ tiers.
Project schedules allow you to set a working schedule for your project, helping you manage Service Level Agreements (SLA) for requests. For example, you can define working hours so tickets are paused during non-working hours.
Project schedules will affect tasks with dependencies and timer custom fields.
To define a project’s schedule:
- Navigate to the Customize menu
- Click the Settings icon
- Set your timezone, work days, and hours