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You’ve been invited to Asana; now what?

In This Article

Welcome to Asana! Asana is available on web and mobile, allowing you to manage your work from anywhere. This article will walk you through everything you need to know to get started quickly and confidently.

For a real-time walkthrough, sign up for one of our trainings here.

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Getting started with your invitation

When someone invites you to Asana, you'll receive an email invitation with a link to join their organization or team. Here's what happens next:

Accept your invitation

  1. Click the invitation link in your email
  2. If you don't already have an Asana account, you'll be prompted to create one
  3. Enter your full name and create a password
  4. Verify your email address if prompted
Note iconNote

If you can't find the invitation email, check your spam folder or ask the person who invited you to resend it.

Understanding your new workspace

Once you've completed setup, you'll land in your new Asana workspace. Here's what you'll see:

Your home page

Your home page is your central hub where you can:

  1. View tasks assigned to you
  2. See recent project activity
  3. Access your starred projects
  4. Get personalized recommendations

Key areas to explore on your sidebar

  1. Inbox - Stay updated on work happening around you
  2. My tasks - See all work assigned to you across projects
  3. Projects - Collaborate with your team on shared work

 

Your first actions in Asana

1. Complete your profile

Click your profile photo in the top-right corner to:

  1. Add a profile picture
  2. Update your contact information
  3. Set your notification preferences

2. Explore your team's projects

Navigate to the projects your team is working on:

  1. Click on project names in the sidebar
  2. Review existing tasks and project structure
  3. See how your team organizes their work

3. Create your first task

Get familiar with task creation:

  1. Click the Create button in the sidebar
  2. Select Task
  3. Give it a name and assign it to yourself
  4. Add a due date and description

4. Join the conversation

Start collaborating right away:

  1. Comment on existing tasks
  2. Ask questions in project discussions
  3. Share updates on your progress

Team collaboration basics

Sharing and inviting others

To invite team members to a project:

  1. Open the project
  2. Click the Share button in the top-right corner
  3. Enter email addresses or search for existing team members
  4. Choose their permission level (Project admin, editor, commenter, viewer)

Understanding project privacy

Projects can be:

  1. Private to members - Only invited members can access it
  2. Public to organization - Anyone in your organization can view it

Custom onboarding for Enterprise users

If your organization uses Asana Enterprise or Enterprise+, you might experience custom onboarding that includes:

  1. Custom welcome screen with your company branding
  2. Automatic team assignment to relevant groups
  3. Onboarding project templates with company-specific resources

This personalized experience helps you get oriented faster within your organization's specific Asana setup. 

Plan your day the Asana way 

 Help resources

  • Asana Academy offers hands-on lessons to build your skills
  • Search for articles on any Asana topic in the Help Center
  • Connect with other users in the Asana Forum
  • Click the question mark (?) in the top-right corner to get in-app help 
Note iconNote

Join this live training to get started with Asana quickly!

 

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