I love using Asana! If possible, I try to use it with my clients to help me keep track and organize tasks and projects.

Although it’s great, I’ve also learned from working with others using Asana that there may be a learning curve so here are some tips that I’ve learned from using Asana as a collaboration and project management tool to help you get started faster and with less confusion:

  1. If possible, change the name of our workspace to your name or your business name. This way I can differentiate your workspace between the other workspaces in my account.  To do this, click on your profile picture at the top right, then “My Company” Settings. “My Company” is the default setting. Below, is mine already changed:change asana workspace nameAnd from there you should be able to create a new name for our workspace.Asana workspace name
  2. Create an overall project to put smaller projects into on the left panel. For example, “Projects with Amber.” Here are projects in my left side pane. To add a new project, just click on the “+” sign next to “Projects.”Asana Projects
  3. Create Main tasks within this project. For example “Build Website.” You can also use sections to organize the different Tasks.Asana Main tasks
  4. Use subtasks within a Main task for smaller tasks. For example, “Design the front page of the Website”Asana Subtasks
  5. Try not to mark Main tasks as completed until the whole project is over and it’s time to move on as they end up “disappearing” and can confuse things. For subtasks, they will still be visible for usasana completed subtask
  6. For tasks assigned to you that you’ve completed, want feedback on, reassigning them to the one who assigned it to you will let them know that there’s a task they need to look into.With this hierarchy, it will be easier to manage tasks and projects in Asana.  I hope this will be helpful for you!

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