CAPABILITIES
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- All Asana features
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- Set goals during your 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
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- 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
- Setting dates in rules
- Management dashboard for project templates
- Rules integrations and widgets
- Rule execution history
- Rule triggers
- Rules integrations for operations and support
- Bundles FAQ
- Bundle management and permissions
- Management dashboard for global fields
- Rules integrations for sales and services
- Reference custom fields
- Auto-shifting dates for dependent tasks
- Custom field types and limitations
- How to export all time entry data from Asana as CSV via API
- Conditions and branching in rules
- Approvals
- Workflow builder
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- Microsoft Teams and Asana integration
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- Zoom meetings in Asana
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- Power BI integration
- Google Sheets & Asana
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- Calendars and Asana
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- Google Smart Chips
- Instagantt + Asana
- 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
- Asana for Jira Cloud
- Jira Data Center FAQ
- Asana and Workplace from Meta
- Splunk + Asana
- Salesforce in Asana integration
- Asana in Salesforce AppExchange (being deprecated)
- API
- Asana app in Claude
- Asana app in ChatGPT
- Migrating time tracking data from Everhour to Asana
- 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
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- Custom task types and statuses
- Proofing
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- Sections
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- Import data from other tools to projects in Asana
- Understanding projects
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- Managing tasks and dependencies with timeline
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- 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
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- Task permissions
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- Team sharing
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- Edit restriction on custom field values
- Private custom fields
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- Asana for Agile and Scrum
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- End-of-month close processes for Finance teams
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- How to apply a RACI Matrix in Asana
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- Create Smart workflows with AI Studio
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- Delete your Asana account
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- Access and permissions
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- How to separate Asana accounts
- Data Residency for Asana
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- Your Asana account
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- A guide to divisions in Asana
- Asana Sandboxes
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- Accessing your billing page
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- Asana for nonprofits
- Asana subscriptions and pricing
- Troubleshooting browser and connectivity issues
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- Tasks and subtasks
- Security and permissions
- Navigation and display
- Upcoming discontinuation of personal projects spaces
- Asana Forum basics
- Salesforce AppExchange Integration Deprecation FAQ
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- How do I get support from Asana?
- Recover deleted tasks, projects, and more
Asana and Workplace from Meta
Asana for Workplace allows you to access key Asana functionalities without leaving Workplace.
Workplace is an all-in-one business communication platform from Meta that securely combines chat, video, groups and your intranet with the work tools you already use. Think Facebook, but for your company.
Creating Asana tasks
You can create Asana tasks from scratch via the Asana bot in Workplace or through a post or comment in Workplace. This will allow you to capture action items without opening up a separate tab and breaking your flow.
To create a task from a post or comment:
- Submit a comment to the post with @asana create or a sub-comment to the comment with @asana create
- A link to the task will be posted as a sub-comment
From here you can:
- Change assignee
- Select a due date
- Add to projects
- Write a description
- Click on Save to save any changes made to the task
When you create a task from a post, the default title of your task will be the post title and the assignee will be the creator of the task.
If you create a task from a comment, then the default title will be what is written in the comment.
Receiving notifications of tasks assigned to you
Get notified about important changes and updates to the tasks assigned to you. This will help you catch up on important updates directly on Workplace.
Receiving project status updates in a Workplace group
Receive relevant Asana project status and milestone updates by linking Workplace groups to Asana projects.
To link a project to a Workplace group
Click on the Asana bot and then click on Links.
Select the Workplace group where you would like to receive notifications.
Select the project you would like to link the Workplace group with and click on Save.
You will receive a message from the Asana bot saying that the project has been linked to the Workplace group.
Now you will start receiving meaningful and actionable project updates directly from the Workplace group.
Unlinking a project from a Workplace group
To unlink a project from a Workplace group:
- Click on the Asana bot
- Click on Links
Select the Workplace group where the project is linked.
A list of projects will be displayed. Click on the Linked project to unlink it and click on Save.
You will receive a message from the Asana bot saying that the project has been unlinked from the Workplace group.