How to Set Up Asana For Project Management

Quick summary

This demo walks you through how to set up a project in Asana for project management, from creating a new project using a template to organizing tasks, assigning teammates, setting deadlines, and monitoring progress via the Dashboard.

Steps

1. Click the '+' icon beside the 'Projects' menu to begin creating a new project.
2. Select 'New project' from the dropdown options.
3. Choose how you would like to start your project — from scratch or using a template.
4. Browse the template gallery, choose your preferred template, and click 'Use template'.
5. Name your project in the project setup screen.
6. Click 'Create project' to proceed and generate your new project workspace.
7. Add tasks to your project using the task list view.
8. Organize your project by assigning teammates, setting deadlines, priority, and tracking task progress.
9. Set up important custom fields such as task priority, and apply color coding to those fields.
10. Click 'Dashboard' to switch to the project management overview.
11. Use the Dashboard to monitor your project's overall status at a glance.