Everyday workflows in Asana
Transition your everyday workflows into Asana.
To-do list | In Asana: My Tasks |
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Keeping track of your to-dos | Add a task, assign it to yourself. All tasks assigned to you will appear in your My Tasks list. |
Prioritizing your tasks | Add due dates to all of your tasks, and prioritize your work by marking tasks for Today, Upcoming, or Later. |
Collaborating on tasks | Add your tasks to relevant projects, include followers and have conversations directly in a task. |
Writing yourself a personal reminder | For a quick reminder to yourself, create a task that is not in a project. Tasks created without a project are private by default. |
Using a board and sticky notes | Use a boards project. You can drag and drop tasks between columns the same way you can move sticky notes around. |
Meeting agendas and notes | In Asana: A meeting project. |
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Creating an agenda | Create a project for your meeting, and add a task for each agenda topic. |
Facilitating a meeting | Display the project in your meeting room, and mark tasks complete or move tasks into new sections as you cover each agenda item. |
Capturing meeting minutes | Take notes in a task that you can keep in the project as a reference. @mention relevant tasks, projects, and teammates in your notes. |
Following up on action items | Create a section in your meeting project labeled “follow up”. Add and assign tasks as action items come up in your meeting. |
Communicating a key decision | After making a key decision, indicate this in a comment and pin the comment to the top of the task. |
Private communication | In Asana: Private tasks and projects |
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Keeping a private notebook | Create a private project for your notes. Now, they’re easily searchable in Asana but still private to just you. |
Sending a private email | Assign a private task to your teammate with your information or question. |
Taking private meeting notes | Create a private project for your meeting and only invite the appropriate teammates. |
Managing one-on-one meetings | Create private projects for your one-on-one meetings to track goals, progress, questions, and feedback. |