CAPABILITIES
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Topics
- All Asana features
- Set up your ideal workspace
- You’ve been invited to Asana; now what?
- Top features to discover
- Getting started with Asana’s mobile app
- Navigating Asana
- Create projects in Asana
- How to use Asana help resources
- Different types of tasks
- New navigation in Asana
- Quick-start guide to Asana
- Collaborating in Asana
- Create tasks in Asana
- Asana desktop app
- How Asana works
- Structure your projects clearly
- Stay informed with your Asana Inbox
- Manage and prioritize your tasks
- Comments, messages, and status updates
- Automate and scale your work with the Customize menu
- Assign tasks to teammates
- Powerful Asana features for work management
- Find work fast with search
- Create projects quickly with templates
- Maximize productivity with My tasks
- Connect your tools with Asana
- Plan and execute projects with a deadline
- Top Asana integrations
- Monitor initiatives and track work with portfolios and dashboards
- How to invite team members to Asana
- Setting and tracking progress towards goals
- Asana for team leads
- How to choose the right project blueprint for your work
- Reporting with dashboards
- Reporting with workload
- Customize your projects and portfolios
- Planning with Asana calendar
- Tracking project progress
- Share project updates
- Make the most of your Asana trial
- How to cancel your Asana trial
- My trial has ended, what happens to my tasks, rules, and workflows?
- How to add payment details to a trial
- Purchasing a subscription after a trial
- Turn your trial into a paid plan
- Set goals during your Asana trial
- Invite others during your trial
- How to sign up for a free Asana trial
- What is a workflow?
- Add movement to your workflow
- Multi-home tasks to avoid information silos
- Assign work automatically with custom fields
- Building cross-functional workflows in Asana
- Moving your everyday workflows to Asana
- Schedule tasks based on priority
- Build the foundation of your workflow
- Automate how work moves through stages
- Request a task review with a simple automation
- Use dependencies to kick work off at the right time
- Control how tasks are added to projects
- How to export all time entry data from Asana as CSV via API
- Formula custom fields
- Bundles
- Custom fields
- Conditions and branching in rules
- Dependency types
- Auto-shifting dates for dependent tasks
- Rules integrations for cloud storage and file sharing
- Rules integrations for productivity and communication
- Custom field types and limitations
- Rule actions
- Rule permissions
- Filtering and sorting custom fields
- Sharing a form
- Manual rule triggers
- Setting dates in rules
- PagerDuty rules integration
- Management dashboard for global fields
- HubSpot rules integration
- Bundle management and permissions
- Bundles FAQ
- Reference custom fields
- Workflow builder
- Rules integrations and widgets
- Management dashboard for project templates
- ID custom fields
- Applying bundles to projects
- Field mapping in forms
- Email communication with form submitters
- Rule triggers
- Rule execution history
- Form customization
- Variables in rules
- Forms
- Project templates
- Status updates templates
- Task Templates
- Time tracking in Asana
- Rules
- Task dependencies
- Approvals
- Asana app in Claude
- Migrating time tracking data from Everhour to Asana
- Calendars and Asana
- Zoom meetings in Asana
- GitHub and Asana integration
- Microsoft Teams and Asana integration
- Zapier and Asana
- Vimeo and Asana
- Power BI integration
- Google Calendar + Asana
- Google Sheets & Asana
- Instagantt + Asana
- How to create a Zoom call notes workflow with AI Studio
- Zoom transcripts for automation and AI Studio
- Zendesk integration
- Asana in Salesforce AppExchange (being deprecated)
- Wufoo and Asana
- Asana and Workplace from Meta
- Jira Data Center FAQ
- Outlook Calendar and Asana
- Tray.io + Asana
- Web forms & Asana
- Splunk + Asana
- Asana app in ChatGPT
- Asana for Adobe Creative Cloud
- Jira Data Center
- Google Forms and Asana
- Compliance management: API and integration support
- Asana for Gmail add-on
- Google and Asana
- Google Smart Chips
- Asana for Jira Cloud FAQ
- Chrome Extension + Asana
- Salesforce in Asana integration
- ServiceNow & Asana
- Enabling permissions for Asana-built and Microsoft 365 integrations
- Asana for Tableau integration
- Asana for Jira Cloud
- API
- Slack and Asana
- Asana for Outlook add-in
- Progress, status, and connecting work to goals
- Goal types and templates
- Goals strategy map
- Write great goals with Asana Goals
- Get started with Asana Goals
- The goal tracking process with Asana Goals
- Lead the goals management process in your organization with Asana Goals
- Weighted goals
- Goals privacy and sharing
- Viewing and filtering your goals
- Asana Goals FAQ
- Text formatting in Asana
- Task fields
- Email tasks to Asana
- Rules in My tasks
- Task actions
- My Tasks
- Scheduling tasks using start dates, due dates, and times
- Proofing
- Save time in Asana
- Subtasks
- Understanding tasks
- Task comments and attachments
- Views in My tasks
- Custom fields in My tasks
- Converting tasks into projects
- Custom task types and statuses
- Tags
- Shareable notes in Asana
- Timeline
- Understanding projects
- Calendar view
- Import data from other tools to projects in Asana
- List view
- Managing tasks and dependencies with timeline
- Sections
- Advanced CSV import options
- Critical path on timeline
- Project owner and members
- Gantt view FAQ
- Files view
- Project overview tab
- Board view
- Embedded media project view
- Gantt view
- Project importing and exporting
- Preparing data for CSV import
- Teamless projects
- Notes view
- Project customization and views
- Project permissions
- Individual project permissions
- Team permissions
- Private custom fields
- Edit restriction on custom field values
- Project privacy settings
- Asana custom field permissions
- Team content permissions for team admins
- Viewer project access level
- Project admin access level
- Domain-wide admin controls
- Read-only links
- Permissions overview
- Editor access level
- Custom field access levels
- Sharing and limiting access to teams
- Team sharing
- Task permissions
- Forms access permissions
- Asana for Agile and Scrum
- Project intake
- Asana for team meetings
- Giving feedback and approvals
- How to apply a RACI Matrix in Asana
- Pipelines
- Plan and manage company goals
- Organizational strategic planning
- Resource planning
- Ideas and brainstorms
- End-of-month close processes for Finance teams
- One-on-ones
- Using Asana to track customer feedback
- Using Asana for project management
- How to use Asana for account tracking
- Event planning with Asana
- Creative production
- Campaign management
- Managing design feedback and critique meetings
- Using Asana for your product roadmap
- Asana for Sales and Account Management teams
- Video production calendar
- How to create a content calendar in Asana
- Marketing strategic planning
- AI add-on beta services
- Get started with AI Teammates
- Asana AI features and admin controls
- Sharing feedback on AI features
- Smart projects
- Smart editor
- Smart summaries
- Asana AI FAQ
- Smart fields
- Smart goals
- Asana AI customization
- Smart import
- Smart rule creator
- Smart status
- Managing your AI Teammates Add-On Licenses
- AI Teammates
- Triggering AI Teammates
- Smart chat
- Get started with Asana AI
- Understanding access control, memories, and approvals for AI Teammates
- AI Studio credit optimization
- Work smarter with Asana AI
- Create Smart workflows with AI Studio
- Writing instructions in AI Studio
- Connect your Smart workflow with the right data sources
- How to structure a prompt in AI Studio
- AI Studio pre-built AI rules
- Words to workflows in AI Studio
- AI Studio FAQ
- Troubleshooting in AI Studio
- How the Use AI variable works
- AI Studio - Human in the loop
- AI Studio Plus
- An admin's guide to AI Studio
- Introduction to Asana AI Studio
- AI Studio models
- AI Studio add-on and pricing
- eDiscovery Resource Center
- Asana Japan Data Center
- HIPAA Compliance
- Asana EU Data Centre
- Asana and Global Trade Compliance
- Privacy and security
- Accounts
- Enterprise Key Management (EKM)
- Mandatory two-factor authentication
- Two-factor authentication
- Setting up Asana roles in Okta with SCIM
- Service accounts
- Data retention policy
- Access and permissions
- Delete your Asana account
- Asana account email policy
- Multiple accounts and merging
- Setting SAML group mapping for licenses
- SAML group mapping and SCIM interaction
- Compliance management add-on
- FedRAMP Compliance
- SecureAuth for Enterprise Organizations
- Profile field editability controls
- Global authentication settings
- Automatic guest removal
- Mobile apps security permissions
- How to separate Asana accounts
- Admin security controls
- App management and integrations
- Permissions management add-on
- Managing password settings in the admin console
- IP allowlisting in Asana
- Provisioning and deprovisioning users with SCIM
- Authentication and access management options for paid plans
- Claiming admin permissions on work items
- Role-based access control (RBAC) with custom roles
- Asana IP address ranges and hostnames
- Data Residency for Asana
- Multi-org deployment
- Setting up Asana roles in Microsoft Entra ID with SCIM
- How to access the admin console
- Admin and super admin roles in Asana
- Manage approved workspaces
- University organizations
- Managing an organization
- Managing organization settings
- Managing teams through the admin console
- Managing people in organizations
- Understanding workspaces
- Workspaces and organizations FAQ
- Managing members in an organization
- Division access and management FAQ
- Advanced division management
- Managing workspaces
- Introducing Asana Gov
- Managing members and teams in a division
- A guide to divisions in Asana
- License assignment in divisions
- Asana Sandboxes
- Membership and collaboration in workspaces
- Your Asana account
- Changes to automatic payments in India due to RBI regulations
- Adding payment methods for manually invoiced customers
- Payments in MXN and BRL currency
- VAT/GST & Sales Tax
- Payments in CAD and KRW currency
- Upgrading or changing your Asana plan
- Accessing your billing page
- Iceland VAT
- Norway VAT
- Singapore GST
- Switzerland VAT
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- Indonesia VAT
- United Kingdom VAT
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- EU VAT
- Australia GST
- United States sales tax
- Subscription management and upgrades
- Philippines VAT
- Canada GST/HST, QST, and provincial sales tax
- Payment methods and invoices
- Billing
- Billing settings in the admin console
- Security and billing for divisions
- How to cancel your Asana plan
- Divisions
- Learn about Asana Premium features
- Learn about Asana Legacy Enterprise features
- Learn about Asana Business features
- Asana for nonprofits
- Learn about Asana Starter features
- Learn about Asana Advanced features
- Modify your Asana plan
- Manage your growing Asana subscription
- Asana Personal Plan details
- Asana subscriptions and pricing
- Pricing and purchases
- View only
- Deprecation of integrations
- Troubleshooting browser and connectivity issues
- Accidental deletion
- Security and permissions
- Salesforce AppExchange Integration Deprecation FAQ
- Tasks and subtasks
- Asana Forum basics
- Asana Certification FAQ
- Upcoming discontinuation of personal projects spaces
- Navigation and display
- How do I get support from Asana?
- Recover deleted tasks, projects, and more
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. |
Join this live training to get started with Asana quickly!
