Moving your everyday workflows to Asana

Efficient task management and prioritization are essential for achieving productivity, but where do you start? Take a look at the examples below to transition your everyday workflows into Asana. 

Before Asana: To-do list In Asana: My Tasks
Keeping track of your to-dos Add a task, assign it to yourself. All tasks assigned to your will appear in your My Tasks list
Prioritizing your tasks Add due dates to all your tasks and prioritize your work using custom fields and sections within your My Tasks. 
Collaborating on tasks Add your tasks to relevant projects, and include collaborators. Have conversations and add files directly in tasks, so nothing gets lost. 
Writing your own reminders For a quick reminder to yourself, create a task that is not in a project. Tasks created without a project are private by default. 
Using sticky notes Use board view in projects and My Tasks. You can drag and drop tasks between columns the same way you move sticky notes around. 

 

Before Asana: Meeting agendas and notes In Asana: Meeting projects 
Creating an agenda Create a meeting project, and add a task for each agenda topic
Facilitating a meeting Share your screen and work through the project in your meeting. Mark tasks as complete or move tasks into new sections as you cover agenda items. 
Capturing meeting minutes Take notes in a task to keep in the project as a reference. @mention relevant tasks, projects and teammates in your notes. You can also use the Asana for Zoom integration
Following up on action items Create a section in your project called "follow up". Add and assign tasks as action items come up in your meeting. 
Communicating a key decision After making a key decision indicate this in a comment and pin the comment to the top of the task. 

 

Before Asana: Private communication In Asana: Private tasks and projects
Keeping a notebook Create a private to members project for your notes. Now they're easily searchable in Asana, but are still private to you. 
Sending an email Assign a private task to your teammate with the information or question. 
Taking personal email notes Create a private to members project for your meeting and only invite the appropriate collaborators. 
Managing one-to-one meetings Create a private to members project for your one-to-one meetings to track goals, progress, questions and feedback.

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