CAPABILITIES
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- All Asana features
- You’ve been invited to Asana; now what?
- Navigating Asana
- Different types of tasks
- Set up your ideal workspace
- How to use Asana help resources
- New navigation in Asana
- Asana desktop app
- Create tasks in Asana
- Collaborating in Asana
- Quick-start guide to Asana
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- How Asana works
- Create projects in Asana
- Top features to discover
- Structure your projects clearly
- Assign tasks to teammates
- Comments, messages, and status updates
- Powerful Asana features for work management
- Stay informed with your Asana Inbox
- Maximize productivity with My tasks
- Create projects quickly with templates
- Manage and prioritize your tasks
- Automate and scale your work with the Customize menu
- Find work fast with search
- Connect your tools with Asana
- How to invite team members to Asana
- Reporting with dashboards
- Monitor initiatives and track work with portfolios and dashboards
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- Tracking project progress
- Top Asana integrations
- Planning with Asana calendar
- Asana for team leads
- Setting and tracking progress towards goals
- How to choose the right project blueprint for your work
- Plan and execute projects with a deadline
- Customize your projects and portfolios
- Share project updates
- How to cancel your Asana trial
- How to add payment details to a trial
- Make the most of your Asana trial
- My trial has ended, what happens to my tasks, rules, and workflows?
- How to sign up for a free Asana trial
- Purchasing a subscription after a trial
- Set goals during your Asana trial
- Turn your trial into a paid plan
- Invite others during your trial
- Add movement to your workflow
- Multi-home tasks to avoid information silos
- 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
- Moving your everyday workflows to Asana
- Schedule tasks based on priority
- Form customization
- Task Templates
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- Bundles
- Time tracking in Asana
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- Forms
- Email communication with form submitters
- Filtering and sorting custom fields
- ID custom fields
- Field mapping in forms
- Manual rule triggers
- Rule permissions
- Applying bundles to projects
- Rules integrations for cloud storage and file sharing
- Rule actions
- Sharing a form
- Variables in rules
- 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
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- Workflow builder
- Rules
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- Microsoft Teams and Asana integration
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- Zoom meetings in Asana
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- Google Sheets & Asana
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- Asana for Jira Cloud FAQ
- Jira Data Center
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- How to create a Zoom call notes workflow with AI Studio
- Enabling permissions for Asana-built and Microsoft 365 integrations
- Outlook Calendar and Asana
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- Jira Data Center FAQ
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- Asana in Salesforce AppExchange (being deprecated)
- API
- Asana app in Claude
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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
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- 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
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- Managing tasks and dependencies with timeline
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- 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
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- Viewer project access level
- Team content permissions for team admins
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- Individual project permissions
- Asana for Agile and Scrum
- Asana for team meetings
- Pipelines
- Ideas and brainstorms
- End-of-month close processes for Finance teams
- Giving feedback and approvals
- How to apply a RACI Matrix in Asana
- Project intake
- Organizational strategic planning
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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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- Asana for Sales and Account Management teams
- How to use Asana for account tracking
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- Asana AI customization
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- 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
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- Enterprise Key Management (EKM)
- Asana EU Data Centre
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- Asana and Global Trade Compliance
- How to access the admin console
- Privacy and security
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- Setting SAML group mapping for licenses
- Multiple accounts and merging
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- Asana account email policy
- Delete your Asana account
- Managing password settings in the admin console
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- Access and permissions
- IP allowlisting in Asana
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- FedRAMP Compliance
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- Automatic guest removal
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- Profile field editability controls
- Claiming admin permissions on work items
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- Setting up Asana roles in Microsoft Entra ID with SCIM
- Setting up Asana roles in Okta with SCIM
- Admin and super admin roles in Asana
- Role-based access control (RBAC) with custom roles
- How to separate Asana accounts
- Data Residency for Asana
- Authentication and access management options for paid plans
- Your Asana account
- Managing an organization
- University organizations
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- 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
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- Managing members in an organization
- Understanding workspaces
- Managing workspaces
- Introducing Asana Gov
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- Upgrading or changing your Asana plan
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- Accessing your billing page
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- Security and billing for divisions
- How to cancel your Asana plan
- Learn about Asana Premium features
- Learn about Asana Legacy Enterprise features
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- Learn about Asana Starter features
- Learn about Asana Advanced features
- Modify your Asana plan
- Manage your growing Asana subscription
- Learn about Asana Business features
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- 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
Invite others during your trial
In This Article
It's a good idea to invite your teammates to join Asana during your trial period. By getting your team involved early, you can test all the paid features together and see how they can improve your work processes before you buy.
Before inviting them, you might like to set up some sample workflows using rules, forms, or task templates. You can make use of the workflow builder to make this setup even smoother.
Invite your team
The quickest way to invite others to Asana during your trial is via the Create button. The button is located in the top-left corner of Asana and can be accessed while working in any project, portfolio, or team.
Invite the teams and colleagues that you usually work with. People who explore Asana with their teammates are more likely to figure out if it works for them.
Set them up for success
Inviting your teammates via the Create button lets you choose specific teams and projects for them in advance. You may have set up some rules, templates, or workflows in specific projects and wish to test them out with your team. It's a good idea to list those projects in the Add to projects field when sending invites.
- Click the Create button and select Invite from the list.
- In the new window, enter the email addresses of the invitees. Copy and paste email addresses from a CSV file to speed this part up.
- Under Add to team, choose a team for them to join.
- Under Add to projects, choose specific projects to add them to. This is optional, but recommended.
- Click Send when you're done.
Your colleagues will be invited to join your Asana organization, placed in the correct team, and given access to the relevant projects. By selecting the team and projects for the invitees, you ensure a smooth collaboration experience during the trial phase. They will immediately have access to the paid features you want to explore and can enjoy testing out their usual workflows.