Financing Sarah

The step-by-step guide to setting up a team project with Asana

Handling a ton of work and personal projects can turn into a nightmare if you don’t have the right work tools on hand. You’ve probably known about the Asana project management tool for a while, it’s one of the most advanced options on the market — and surely one that can take the stress out of your work routine.

What is Asana used for?

From managing the work of a whole team to handling your personal daily tasks, Asana does the job. Whether you are running a marketing agency with remote workers or a brick-and-mortar shop selling computers, this project management tool can be irreplaceable for organizing and making sense of daily tasks within your company, or for your own task management needs. You can easily create a variety of Asana projects that are dedicated to specific aspects of your activities.

How to make workspace work for you

Workspaces are the big building blocks of your Asana tool. They can be synonymous with your whole company, or you can have a separate workspace for, say, each client that you work for.

For your personal task management, you can create a set of workspaces to stay on top of different priorities in your life. For example, you can place all your personal tasks in one workspace while sharing another workspace with family members to plan common activities.

Within workspaces, you can create numerous projects to match different areas of focus, whether it’s work or personal matters. Search is easy and customizable, so it’s a smooth experience to get around the place.

You can invite different members to different workspaces. The information shared in a certain workspace will be visible only for these select people.

While Asana’s internal structure is amazingly smart, wait till you see it put in practice for organizing your team’s work.

Let’s say you need to set up a project for your team collaboration on a client’s online marketing project. How to go about that in Asana?

1.    Within your company’s workspace, create a new project.

You can name the project easily, in this case — Online Marketing.

2. Add all team members who are going to work on the project.

Keep everyone up to date on projects they are included on.

3. Create Sections within the project to signify different activity areas.

Sections are a great way to split the different project directions for better visibility. Besides clicking “Add Section,” you can create a section by adding ‘:’ at the end of the name of a task and it’s automatically turned into a section.

4.  Create a task for each unit of activity.

Splitting big projects into tasks gives you a possibility to tackle them more efficiently.

5. Set the assignee of each task and the due date.

The assignee will be able to view all details about the task and the deadline.

6. Add a description of the task, subtasks and attachments.

All relevant information for each task will be in the right place.

7. Add team members to tasks

TOP TIP: 8. Mention team members and other tasks with ease.

You can mention team members and link to other tasks by writing ‘@” in the comments box. People will receive a notification in their inbox. Hyperlinked projects and tasks will be thus related to the current task.

Once you’ve broken down a huge project into Sections of different activities, created individual tasks for each to-do, and added subtasks and other relevant information, you and your team members have set the ground for well-organized and timely execution of your client’s work.

An important tip to remember is that it’s always useful to separate your team tasks from your personal ones. Asana is there to help with that – just choose ‘Personal Projects’ from your profile menu instead of the team projects you’re a part of.

Asana offers both a paid service and a free service depending on what your needs are. You can have a paid service and collaborate with someone outside of your organization who’s using a free service. Their customer service is fantastic so give them a chat, or e mail for questions regarding membership.

Subscribe for more posts on business, sales and investing. Have a lovely day.