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